401(k) · DOL Form 5500 · 2023

Hawaii Carpenters 401(k) Fund 401(k) Plan

Data updated 2026-08-11

$235M
Total assets
6,309
Participants
95th
Percentile by assets
$37,272
Avg per participant
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Official DOL plan name: Hawaii Carpenters 401(k) Fd · Sponsored by Hawaii Carpenters 401(k) Fund · Hawaii · Construction

$235M in assets, 6,309 participants

Hawaii Carpenters 401(k) Fund's Hawaii Carpenters 401(k) Fd reported $235M in total assets and 6,309 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 127,072 plans)
  • #8,531 in Construction (9,030 peers)

Coverage in Hawaii

Hawaii Carpenters 401(k) Fd covers 6,309 participants in Hawaii, 17x the typical Hawaii plan (state average ~380 per filing). Assets: $235M.

$235M
total plan assets (2023 EOY)
6,309
covered participants
95th
percentile by assets (of 127,072 plans)
$37,272
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hawaii Carpenters 401(k) Fd reported net income rose from -$30M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Hawaii Carpenters 401(k) Fd end-of-year assets rose from $205M in the plan year 2022 filing to $235M in the plan year 2023 filing.
  • Hawaii Carpenters 401(k) Fd reported participants rose from 6,243 in the plan year 2022 filing to 6,309 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Hawaii
Industry
Construction

Participants vs Hawaii filers

In Hawaii, the average filing covers about 380 participants across 517 plans. Hawaii Carpenters 401(k) Fd reports 6,309 participants - 17x that state average ($235M EOY assets).

Hawaii filing particulars

Total Assets (Beginning of Year)$205M
Net Assets (End of Year)$235M
Net Income$31M
Employer EIN550822045
Plan Effective Date2003-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hawaii Carpenters 401(k) Fund)

$180M$200M$220M$240M$260M$280M 202220232024 $205M $258M ▲ +26.1%
Total plan assets by year, all Hawaii Carpenters 401(k) Fund plans on file
Year Plans Participants Total Assets
2022 1 6,243 $205M
2023 1 6,309 $235M
2024 1 6,413 $258M

Nearby 401(k) Plans in Hawaii

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hawaii Carpenters 401(k) Fd vs. nearby 401(k) plans in Hawaii, assets vs. participants

Hawaii Carpenters 401(k) Fd vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 00.511.52 Total assets ($B) Participants Hawaii Carpenters 40…The Queen's Health S…Bank of Hawaii Retir…Hawaiian Electric In…Hawaiian Airlines, I…Kamehameha Schools 4…
Hawaii Carpenters 401(k) Fd vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Hawaii Carpenters 401(k) Fd side-by-side with 3 peers →

Scale composition for Hawaii Carpenters 401(k) Fd

Hawaii Carpenters 401(k) Fd reports $235M in end-of-year assets across 6,309 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $37,272 per participant (27% of the national average assets-per-participant) . Net income for plan year 2023 was $31M.

This plan identity (EIN 550822045, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $205M to $258M (+26.1%) while covered participants moved from 6,243 to 6,413 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,243 $205M Open filing
2023 6,309 $235M This page
2024 · index core 6,413 $258M Open filing

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

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Hawaii Carpenters 401(k) Fd by total assets, not by location.

Frequently Asked Questions

How did Hawaii Carpenters 401(k) Fd assets move in 2023? ▼
Hawaii Carpenters 401(k) Fd grew at a solid clip - up 15.0% during 2023, from $205M to $235M. Reported net income was $31M.
How have Hawaii Carpenters 401(k) Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hawaii Carpenters 401(k) Fund's sponsor-wide assets grew 26.1%, from $205M to $258M.
Where does Hawaii Carpenters 401(k) Fd rank by assets among Form 5500 filers? ▼
Hawaii Carpenters 401(k) Fd ranks in the 95th 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 401(k) plans are similar in size to Hawaii Carpenters 401(k) Fd? ▼
Among 401(k) plans in other states, the closest by assets is Omni Hotels 401(k) Retirement Savings Plan in TX ($235M, 13,325 participants).

Next read for Hawaii Carpenters 401(k) Fd

Filing takeaways

Ways to act on Hawaii Carpenters 401(k) Fd's numbers.

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 550822045.

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.