Defined Benefit (Pension) · DOL Form 5500 · 2023

Hale Makua Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
159
Participants Small participant base
74th
Percentile by assets National rank
$132,048
Avg per participant Near avg balance/head
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Official DOL plan name: Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua · Sponsored by Hale Makua · Hawaii · Healthcare & Social Assistance

$21M in assets, 159 participants

Hale Makua's Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua reported $21M in total assets and 159 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,749 in Healthcare & Social Assistance (17,684 peers)

Coverage in Hawaii

Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua covers 159 participants in Hawaii, about 42% of the average Hawaii filer (state average ~380 per filing). Assets: $21M.

#13,749
in Healthcare & Social Assistance (17,684 peers)
+75.1%
assets growth YoY

Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua's outsized position by total assets

Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua vs every filed plan by assets

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

$20,995,652 Top 26% higher than 74% 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

Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua end-of-year assets rose from $12M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua reported participants fell from 180 in the plan year 2022 filing to 159 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 990080460 · Hale Makua PY 2023 · Defined Benefit (Pension)

Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua · $21M · 159 · 74th

  • ASSETS $21M
  • PCT 159
  • EIN 74th
  • RANK Defined Benefit (Pension)
  • PHOTO near Westinghouse Pension Plan for Operations in Puerto Rico
  • IND ind #13749

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 Healthcare & Social Assistance retirement plans → · Plans in Hawaii →

Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua in the asset neighbourhood

Retirement Plan for Employees of Richardson AviationRetirement Plan for Employee…$21MPension Plan for Employees of Volunteer Energy CooperativePension Plan for Employees o…$21MRetirement Plan for Bargaining and Non-Bargaining Employees of Hale MakuaRetirement Plan for Bargaini…$21MWestinghouse Pension Plan for Operations in Puerto RicoWestinghouse Pension Plan fo…$21MEmployees Annuity Plan - Products (Se)Pipe Line CorporationEmployees Annuity Plan - Pro…$21M
End-of-year total assets ($M) among Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN990080460
Plan Effective Date1974-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hale Makua)

Sponsor-wide plan assets over time

All Hale Makua plans reported in each filing year

Latest sponsor-wide plan assets
$17M 44.48478321156164% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $31.2M $17.3M ▼ -44.5%
Year Plans Participants Total Assets
2022 3 651 $31M
2023 3 587 $36M
2024 2 574 $17M

Nearby Defined Benefit (Pension) Plans in Hawaii

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

Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua, Total assets ($B): 0.020995652 · Participants: 159Retirement Plan for Bargaining and Non-Bargaining Employees of Hale MakuaRetirement 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
Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
Compare Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua side-by-side with 3 peers →

Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Westinghouse Pension Plan for Operations in Puerto Rico in NY ($21M); by covered participants it is American Postal Workers Union Health Plan Employee Pension Plan in MD (159 participants). Same-state nearby plans are listed separately above.

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 Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua assets move in 2023? ▼
Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua surged - up 75.1% during 2023, from $12M to $21M. Reported net income was $3M.
How have Hale Makua plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hale Makua's sponsor-wide assets declined 44.5%, from $31M to $17M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Westinghouse Pension Plan for Operations in Puerto Rico in NY ($21M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Postal Workers Union Health Plan Employee Pension Plan in MD (159 participants, $65M 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 990080460.

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.