401(k) · DOL Form 5500 · 2023
Hawaii Carpenters 401(k) Fund 401(k) Plan
Data updated 2026-08-25
- $235M
- Total assets Near avg plan size
- 6,309
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $37,272
- Avg per participant Low balance/head
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.
- #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.
- #8,531
- in Construction (9,030 peers)
- +15.0%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Hawaii Carpenters 401(k) Fd's outsized position by total assets
Hawaii Carpenters 401(k) Fd vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$235,148,504 Top 5% higher than 95% 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
Hawaii Carpenters 401(k) Fd'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. Hawaii Carpenters 401(k) Fd lands in the large band (6,309 participants).
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.
EBSA filing schedule strip
Filing strip 550822045 · Hawaii Carpenters 401(k) Fund PY 2023 · 401(k)
Hawaii Carpenters 401(k) Fd · $235M · 6,309 · 95th
- PCT $235M
- PCT 6,309
- PCT 95th
- PCT 401(k)
- PCT near Omni Hotels 401(k) Retirement Savings Plan
- PCT ind #8531
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 Construction retirement plans → · Plans in Hawaii →
Hawaii Carpenters 401(k) Fd in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $205M |
|---|---|
| Net Assets (End of Year) | $235M |
| Net Income | $31M |
| Employer EIN | 550822045 |
| Plan Effective Date | 2003-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hawaii Carpenters 401(k) Fund)
Sponsor-wide plan assets over time
All Hawaii Carpenters 401(k) Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $258M 26.14449245042748% vs 2022
- 2024 filing year
| 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.
- The Queen's Health Systems Retirement Savings Plan $1.6B · 8,612
- Bank of Hawaii Retirement Savings Plan $759M · 2,094
- Hawaiian Electric Industries Retirement Savings Plan $685M · 2,679
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan $582M · 1,021
- Kamehameha Schools 401(k) Retirement Savings Plan $558M · 2,460
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:
- Hawaii Carpenters 401(k) Fd (401(k), $258M, 6,413 participants)
Hawaii Carpenters 401(k) Fd's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is Omni Hotels 401(k) Retirement Savings Plan in TX ($235M); by covered participants it is Garff Companies 401(k) Retirement Savings Plan in UT (6,314 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($235M here).
- Omni Hotels 401(k) Retirement Savings Plan (TX) $235M · 13,325
- Chewy 401(k) Plan (FL) $235M · 15,793
- Amneal Pharmaceuticals LLC and Subsidiaries 401(k) Plan (NY) $235M · 2,357
- Bricklayers and Trowel Trades Int'l Retirement Savings Plan (DC) $235M · 20,565
Similar participant headcount
Nearest other-state filings by covered participants (6,309 participants); asset peers above are excluded.
- Garff Companies 401(k) Retirement Savings Plan (UT) 6,314 · 5 off
- Patterson-Uti Energy, Inc. 401(k) Profit Sharing Plan (TX) 6,304 · 5 off
- Benchmark Senior Living 401(k) Plan (MA) 6,315 · 6 off
- Prospect Medical Retirement Savings Plan B (CA) 6,301 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.