Defined Benefit (Pension) · DOL Form 5500 · 2023
Trustees of Hawaii Truckers-Teamsters Union Pension Fund Pension Plan
Data updated 2026-08-25
- $160M
- Total assets Near avg plan size
- 396
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $404,741
- Avg per participant High balance/head
Official DOL plan name: Hawaii Truckers-Teamsters Union Pension Plan · Sponsored by Trustees of Hawaii Truckers-Teamsters Union Pension Fund · Hawaii · Transportation & Warehousing
$160M in assets, 396 participants
Trustees of Hawaii Truckers-Teamsters Union Pension Fund's Hawaii Truckers-Teamsters Union Pension Plan reported $160M in total assets and 396 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #3,100 in Transportation & Warehousing (3,362 peers)
Where Hawaii Truckers-Teamsters Union Pension Plan sits by assets
Hawaii Truckers-Teamsters Union Pension Plan sits in the top 10% of all filed plans by assets, $160M for 396 participants (~$404,741/participant), up 12.0% in 2023.
- #3,100
- in Transportation & Warehousing (3,362 peers)
- +12.0%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Hawaii Truckers-Teamsters Union Pension Plan's outsized position by total assets
Hawaii Truckers-Teamsters Union Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$160,277,483 Top 6% higher than 94% 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 Truckers-Teamsters Union 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. Hawaii Truckers-Teamsters Union Pension Plan sits mid-pack in the medium band (396 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hawaii Truckers-Teamsters Union Pension Plan reported net income rose from -$11M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Hawaii Truckers-Teamsters Union Pension Plan end-of-year assets rose from $143M in the plan year 2022 filing to $160M in the plan year 2023 filing.
- Hawaii Truckers-Teamsters Union Pension Plan reported participants fell from 433 in the plan year 2022 filing to 396 in the plan year 2023 filing.
DOL schedule card
Filing strip 996009518 · Trustees of Hawaii Truckers-Teamsters Union Pension Fund PY 2023 · Defined Benefit (Pension)
Hawaii Truckers-Teamsters Union Pension Plan · $160M · 396 · 94th
- TYPE $160M
- TYPE 396
- TYPE 94th
- TYPE Defined Benefit (Pension)
- TYPE near Iso New England Inc. Retirement Plan
- TYPE ind #3100
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 →
Hawaii Truckers-Teamsters Union Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $143M |
|---|---|
| Net Assets (End of Year) | $160M |
| Net Income | $17M |
| Employer EIN | 996009518 |
| Plan Effective Date | 1964-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Hawaii Truckers-Teamsters Union Pension Fund)
Sponsor-wide plan assets over time
All Trustees of Hawaii Truckers-Teamsters Union Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $166M 15.799858436579859% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 433 | $143M |
| 2023 | 1 | 396 | $160M |
| 2024 | 1 | 364 | $166M |
Nearby Defined Benefit (Pension) Plans in Hawaii
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Hawaii Truckers-Teamsters Union Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Iso New England Inc. Retirement Plan in MA ($160M); by covered participants it is Pension Plan a of Healthnow Ny Inc. in PA (396 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($160M here).
- Iso New England Inc. Retirement Plan (MA) $160M · 306
- Sheet Metal Workers Local No. 292 Pension Fund (MI) $160M · 590
- Oce Employees' Cash Accumulation Plan (NY) $160M · 600
- Modine Manufacturing Company Frozen Pension Plan (MS) $161M · 876
Similar participant headcount
Nearest other-state filings by covered participants (396 participants); asset peers above are excluded.
- Pension Plan a of Healthnow Ny Inc. (PA) 396 · 0 off
- Trusted Media Brands Inc. Cash Balance Plan (NY) 396 · 0 off
- Indorama Ventures Defined Benefit Pension Plan (TX) 396 · 0 off
- Employees' Retirement Plan of John Wiley & Sons,Inc. (NJ) 396 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.