Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust Pension Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
1,502
Participants Near avg headcount
90th
Percentile by assets National rank
$56,974
Avg per participant Low balance/head
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Official DOL plan name: Ilwu (Hawaii) Employers General Pension Plan · Sponsored by Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust · Hawaii · Retail Trade

$86M in assets, 1,502 participants

Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust's Ilwu (Hawaii) Employers General Pension Plan reported $86M in total assets and 1,502 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,959 in Retail Trade (8,414 peers)

Coverage in Hawaii

Ilwu (Hawaii) Employers General Pension Plan covers 1,502 participants in Hawaii, 3.9x the typical Hawaii plan (state average ~380 per filing). Assets: $86M.

#7,959
in Retail Trade (8,414 peers)
+12.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Ilwu (Hawaii) Employers General Pension Plan's outsized position by total assets

Ilwu (Hawaii) Employers General Pension Plan vs every filed plan by assets

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

$85,574,626 Top 10% higher than 90% 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

Ilwu (Hawaii) Employers General 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. Ilwu (Hawaii) Employers General Pension Plan lands in the large band (1,502 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ilwu (Hawaii) Employers General Pension Plan reported net income rose from -$20M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Ilwu (Hawaii) Employers General Pension Plan end-of-year assets rose from $76M in the plan year 2022 filing to $86M in the plan year 2023 filing.
  • Ilwu (Hawaii) Employers General Pension Plan reported participants fell from 1,568 in the plan year 2022 filing to 1,502 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 996027623 · Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust PY 2023 · Defined Benefit (Pension)

Ilwu (Hawaii) Employers General Pension Plan · $86M · 1,502 · 90th

  • EBSA $86M
  • EBSA 1,502
  • EBSA 90th
  • EBSA Defined Benefit (Pension)
  • EBSA near Eastern Connecticut Health Network, Inc. Pension Plan
  • EBSA ind #7959

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 Retail Trade retirement plans → · Plans in Hawaii →

Ilwu (Hawaii) Employers General Pension Plan in the asset neighbourhood

Guadalupe Valley Telephone Cooperative, Inc. Retirement and Security ProgramGuadalupe Valley Telephone C…$86MMiami Ironworkers Local #272 Pension Trust FundMiami Ironworkers Local #272…$86MTexas Gas Retirement Plan$86MIlwu (Hawaii) Employers General Pension PlanIlwu (Hawaii) Employers Gene…$86MEastern Connecticut Health Network, Inc. Pension PlanEastern Connecticut Health N…$86M
End-of-year total assets ($M) among Ilwu (Hawaii) Employers General Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$85M
Net Income$9M
Employer EIN996027623
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust)

Sponsor-wide plan assets over time

All Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$91M 18.692936542476225% vs 2022
2024 filing year
$70M$75M$80M$85M$90M$95M 202220232024 $76.4M $90.7M ▲ +18.7%
Year Plans Participants Total Assets
2022 1 1,568 $76M
2023 1 1,502 $86M
2024 1 1,434 $91M

Nearby Defined Benefit (Pension) Plans in Hawaii

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

Ilwu (Hawaii) Employers General Pension Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -0.500.511.522.5 Total assets ($B) Participants Ilwu (Hawaii) Employers General Pension Plan, Total assets ($B): 0.085574626 · Participants: 1502Ilwu (Hawaii) Employers General 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
Ilwu (Hawaii) Employers General Pension Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
Compare Ilwu (Hawaii) Employers General Pension Plan side-by-side with 3 peers →

Ilwu (Hawaii) Employers General Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Eastern Connecticut Health Network, Inc. Pension Plan in CT ($86M); by covered participants it is Cambia Health Solutions Retirement Plan in OR (1,501 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,502 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 Ilwu (Hawaii) Employers General Pension Plan assets move in 2023? ▼
Ilwu (Hawaii) Employers General Pension Plan grew at a solid clip - up 12.0% during 2023, from $76M to $86M. Reported net income was $9M.
How have Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust's sponsor-wide assets grew 18.7%, from $76M to $91M.
Where does Ilwu (Hawaii) Employers General Pension Plan rank by assets among Form 5500 filers? ▼
Ilwu (Hawaii) Employers General Pension Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ilwu (Hawaii) Employers General Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Eastern Connecticut Health Network, Inc. Pension Plan in CT ($86M, 335 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ilwu (Hawaii) Employers General Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cambia Health Solutions Retirement Plan in OR (1,501 participants, $456M 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 996027623.

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.