Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of the Hotel Industry-Ilwu Pension Plan Pension Plan

Data updated 2026-08-25

$310M
Total assets Above avg plan size
5,828
Participants Above avg headcount
96th
Percentile by assets National rank
$53,163
Avg per participant Low balance/head
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Official DOL plan name: Hotel Industry-Ilwu Pension Plan · Sponsored by Board of Trustees of the Hotel Industry-Ilwu Pension Plan · Hawaii · Food Services & Accommodation

$310M in assets, 5,828 participants

Board of Trustees of the Hotel Industry-Ilwu Pension Plan's Hotel Industry-Ilwu Pension Plan reported $310M in total assets and 5,828 participants in its 2023 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,795 in Food Services & Accommodation (3,828 peers)

Coverage in Hawaii

Hotel Industry-Ilwu Pension Plan covers 5,828 participants in Hawaii, 15x the typical Hawaii plan (state average ~380 per filing). Assets: $310M.

#3,795
in Food Services & Accommodation (3,828 peers)
+15.4%
assets growth YoY
3.1×
vs typical plan assets (national mean)

Hotel Industry-Ilwu Pension Plan's outsized position by total assets

Hotel Industry-Ilwu Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$309,832,673 Top 4% higher than 96% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Hotel Industry-Ilwu Pension Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hotel Industry-Ilwu Pension Plan lands in the large band (5,828 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hotel Industry-Ilwu Pension Plan reported net income rose from -$68M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Hotel Industry-Ilwu Pension Plan end-of-year assets rose from $269M in the plan year 2022 filing to $310M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 996027621 · Board of Trustees of the Hotel Industry-Ilwu Pension Plan PY 2023 · Defined Benefit (Pension)

Hotel Industry-Ilwu Pension Plan · $310M · 5,828 · 96th

  • NET $310M
  • NET 5,828
  • NET 96th
  • NET Defined Benefit (Pension)
  • NET near Pipe Fitters Local No 533 Pension Plan
  • NET ind #3795

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Food Services & Accommodation retirement plans → · Plans in Hawaii →

Hotel Industry-Ilwu Pension Plan in the asset neighbourhood

Black Hills Retirement Plan$311MHotel Industry-Ilwu Pension PlanHotel Industry-Ilwu Pension …$310MPipe Fitters Local No 533 Pension PlanPipe Fitters Local No 533 Pe…$310MBna Employees Retirement Plan$309MNortheast Georgia Health System, Inc. and Affiliated Companies Pension PlanNortheast Georgia Health Sys…$309M
End-of-year total assets ($M) among Hotel Industry-Ilwu Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$269M
Net Assets (End of Year)$300M
Net Income$33M
Employer EIN996027621
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Hotel Industry-Ilwu Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees of the Hotel Industry-Ilwu Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$319M 18.80590527027289% vs 2022
2024 filing year
$260M$280M$300M$320M$340M 202220232024 $269M $319M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 5,828 $269M
2023 1 5,828 $310M
2024 1 6,992 $319M

Nearby Defined Benefit (Pension) Plans in Hawaii

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Hotel Industry-Ilwu Pension Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 02000400060008000 00.511.52 Total assets ($B) Participants Hotel Industry-Ilwu Pension Plan, Total assets ($B): 0.309832673 · Participants: 5828Hotel Industry-Ilwu Pension PlanRetirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries, Total assets ($B): 1.91180259 · Participants: 2406Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating SubsidiariesHotel Union and Hotel Industry of Hawaii Pension Plan, Total assets ($B): 0.704996682 · Participants: 7370Hotel Union and Hotel Industry of Hawaii Pension PlanPamcah-Ua Local 675 Pension Plan, Total assets ($B): 0.574975486 · Participants: 1505Pamcah-Ua Local 675 Pension PlanThe Queen's Health Systems Pension Plan, Total assets ($B): 0.505374398 · Participants: 5037The Queen's Health Systems Pension PlanHawaii Pacific Health Retirement Plan, Total assets ($B): 0.452484278 · Participants: 5550Hawaii Pacific Health Retirement Plan
Hotel Industry-Ilwu Pension Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
Compare Hotel Industry-Ilwu Pension Plan side-by-side with 3 peers →

Scale composition for Hotel Industry-Ilwu Pension Plan

Hotel Industry-Ilwu Pension Plan reports $310M in end-of-year assets across 5,828 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $53,163 per participant (38% of the national average assets-per-participant) . Net income for plan year 2023 was $33M.

This plan identity (EIN 996027621, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $269M to $319M (+18.8%) while covered participants moved from 5,828 to 6,992 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,828 $269M Open filing
2023 5,828 $310M This page
2024 · index core 6,992 $319M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Hotel Industry-Ilwu Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Pipe Fitters Local No 533 Pension Plan in MO ($310M); by covered participants it is Memorial Hermann Pension Plan in TX (5,830 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($310M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,828 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hotel Industry-Ilwu Pension Plan assets move in 2023? ▼
Hotel Industry-Ilwu Pension Plan grew sharply - up 15.4% during 2023, from $269M to $310M. Reported net income was $33M.
How have Board of Trustees of the Hotel Industry-Ilwu Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Hotel Industry-Ilwu Pension Plan's sponsor-wide assets grew 18.8%, from $269M to $319M.
Where does Hotel Industry-Ilwu Pension Plan rank by assets among Form 5500 filers? ▼
Hotel Industry-Ilwu Pension Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Hotel Industry-Ilwu Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pipe Fitters Local No 533 Pension Plan in MO ($310M, 1,086 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hotel Industry-Ilwu Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Memorial Hermann Pension Plan in TX (5,830 participants, $642M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 996027621.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.