Defined Benefit (Pension) · DOL Form 5500 · 2023
Young Brothers, LLC Pension Plan
Data updated 2026-08-11
- $35K
- Total assets
- 20
- Participants
- 3rd
- Percentile by assets
- $1,770
- Avg per participant
Official DOL plan name: Young Brothers, Limited Salaried Pension Plan · Sponsored by Young Brothers, LLC · Hawaii · Transportation & Warehousing
$35K in assets, 20 participants
Young Brothers, LLC's Young Brothers, Limited Salaried Pension Plan reported $35K in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 3rd 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.
- 3rd percentile by assets (of 127,072 plans)
- #108 in Transportation & Warehousing (3,362 peers)
2023 asset change
Young Brothers, Limited Salaried Pension Plan contracted severely 99.7% in 2023 ($11M → $35K) for 20 participants.
- $35K
- total plan assets (2023 EOY)
- 20
- covered participants
- 3rd
- percentile by assets (of 127,072 plans)
- $1,770
- avg assets per participant
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Young Brothers, Limited Salaried Pension Plan sits by total assets
Young Brothers, Limited Salaried Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$35,400 3rd percentile higher than 3% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Young Brothers, Limited Salaried Pension Plan reported net income fell from -$4M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
- Young Brothers, Limited Salaried Pension Plan end-of-year assets fell from $11M in the plan year 2022 filing to $35K in the plan year 2023 filing.
- Young Brothers, Limited Salaried Pension Plan reported participants rose from 12 in the plan year 2022 filing to 20 in the plan year 2023 filing.
2023 asset move for Young Brothers, Limited Salaried Pension Plan
Year over year, total assets contracted severely from $11M at the start of 2023 to $35K at year-end (down 99.7%). Net assets closed at $35K; reported net income -$11M.
Young Brothers, LLC years around the 2023 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 221 | $88M |
| 2023 | 2 | 231 | $81M |
| 2024 | 2 | 216 | $83M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $35K |
| Net Income | -$11M |
| Employer EIN | 990105204 |
| Plan Effective Date | 1999-11-11 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Hawaii
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Young Brothers, Limited Salaried Pension Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
- Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries $1.9B · 2,406
- Hotel Union and Hotel Industry of Hawaii Pension Plan $705M · 7,370
- Pamcah-Ua Local 675 Pension Plan $575M · 1,505
- The Queen's Health Systems Pension Plan $505M · 5,037
- Hawaii Pacific Health Retirement Plan $452M · 5,550
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Young Brothers, Limited Salaried Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Young Brothers, Limited Salaried Pension Plan assets move in 2023? ▼
How have Young Brothers, LLC plan assets changed over time? ▼
Where does Young Brothers, Limited Salaried Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Young Brothers, Limited Salaried Pension Plan? ▼
Next read for Young Brothers, Limited Salaried Pension…
2023 change
Ways to act on Young Brothers, Limited Salaried Pension Plan's numbers.
- By total assets, Young Brothers, Limited Salaried Pension Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Hawaii. Compare plans
- Young Brothers, LLC's sponsor-wide assets have declined 6.1% since 2022 across 3 plan years on file. More Transportation & Warehousing plans