Defined Benefit (Pension) · DOL Form 5500 · 2023

Young Brothers, LLC Pension Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
211
Participants Below avg headcount
90th
Percentile by assets National rank
$385,937
Avg per participant High balance/head
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Official DOL plan name: Young Brothers, Limited Pension Plan · Sponsored by Young Brothers, LLC · Hawaii · Transportation & Warehousing

$81M in assets, 211 participants

Young Brothers, LLC's Young Brothers, Limited Pension Plan reported $81M in total assets and 211 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.

  • #2,944 in Transportation & Warehousing (3,362 peers)

Where Young Brothers, Limited Pension Plan sits by assets

Young Brothers, Limited Pension Plan sits in the top 10% of all filed plans by assets, $81M for 211 participants (~$385,937/participant), up 5.0% in 2023.

#2,944
in Transportation & Warehousing (3,362 peers)
+5.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Young Brothers, Limited Pension Plan's outsized position by total assets

Young Brothers, Limited Pension Plan vs every filed plan by assets

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

$81,432,618 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

Young Brothers, Limited Pension Plan 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. Young Brothers, Limited Pension Plan sits mid-pack in the medium band (211 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Young Brothers, Limited Pension Plan reported net income rose from -$27M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Young Brothers, Limited Pension Plan end-of-year assets rose from $78M in the plan year 2022 filing to $81M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 990105204 · Young Brothers, LLC PY 2023 · Defined Benefit (Pension)

Young Brothers, Limited Pension Plan · $81M · 211 · 90th

  • RANK $81M
  • PHOTO 211
  • IND 90th
  • EOY Defined Benefit (Pension)
  • 5500 near Employees Pension Plan for Sharon Tube Company
  • ASSETS ind #2944

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 Transportation & Warehousing retirement plans → · Plans in Hawaii →

Young Brothers, Limited Pension Plan in the asset neighbourhood

Employees Pension Plan for Sharon Tube CompanyEmployees Pension Plan for S…$81MLatrobe Steel Company Pension Plan for Bargaining Unit EmployeesLatrobe Steel Company Pensio…$82MYoung Brothers, Limited Pension PlanYoung Brothers, Limited Pens…$81MRetirement Plan for the Subsidiaries of Southside Bancshares, Inc.Retirement Plan for the Subs…$81MSeh America, Inc. Pension PlanSeh America, Inc. Pension Pl…$81M
End-of-year total assets ($M) among Young Brothers, Limited Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$81M
Net Income$4M
Employer EIN990105204
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Young Brothers, LLC)

Sponsor-wide plan assets over time

All Young Brothers, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$83M 6.071315092778465% vs 2022
2024 filing year
$80M$82M$84M$86M$88M$90M 202220232024 $88.1M $82.8M ▼ -6.1%
Year Plans Participants Total Assets
2022 2 221 $88M
2023 2 231 $81M
2024 2 216 $83M

Nearby Defined Benefit (Pension) Plans in Hawaii

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

Young Brothers, Limited Pension Plan 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 ($B) Participants Young Brothers, Limited Pension Plan, Total assets ($B): 0.081432618 · Participants: 211Young Brothers, Limited 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
Young Brothers, Limited Pension Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
Compare Young Brothers, Limited Pension Plan side-by-side with 3 peers →

Young Brothers, Limited Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Employees Pension Plan for Sharon Tube Company in IL ($81M); by covered participants it is The Rowan Pension Plan in TX (211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (211 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 Young Brothers, Limited Pension Plan assets move in 2023? ▼
Young Brothers, Limited Pension Plan edged up modestly - up 5.0% during 2023, from $78M to $81M. Reported net income was $4M.
How have Young Brothers, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Young Brothers, LLC's sponsor-wide assets declined 6.1%, from $88M to $83M.
Where does Young Brothers, Limited Pension Plan rank by assets among Form 5500 filers? ▼
Young Brothers, Limited 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 Young Brothers, Limited Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees Pension Plan for Sharon Tube Company in IL ($81M, 87 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Young Brothers, Limited Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Rowan Pension Plan in TX (211 participants, $482M 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 990105204.

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.