Profit Sharing · DOL Form 5500 · 2023
Hawaii Sheet Metal Workers Annuity Profit Sharing Fund Profit Sharing Plan
Data updated 2026-08-25
- $108M
- Total assets Near avg plan size
- 514
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $210,783
- Avg per participant Above avg balance/head
Official DOL plan name: Hawaii Sheet Metal Workers Annuity Profit Sharing · Sponsored by Hawaii Sheet Metal Workers Annuity Profit Sharing Fund · Hawaii · Construction
$108M in assets, 514 participants
Hawaii Sheet Metal Workers Annuity Profit Sharing Fund's Hawaii Sheet Metal Workers Annuity Profit Sharing reported $108M in total assets and 514 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #8,144 in Construction (9,030 peers)
Where Hawaii Sheet Metal Workers Annuity Profit Sharing sits by assets
Hawaii Sheet Metal Workers Annuity Profit Sharing sits in the top 10% of all filed plans by assets, $108M for 514 participants (~$210,783/participant), down 0.2% in 2023.
- #8,144
- in Construction (9,030 peers)
- -0.2%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
Hawaii Sheet Metal Workers Annuity Profit Sharing's outsized position by total assets
Hawaii Sheet Metal Workers Annuity Profit Sharing vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$108,342,276 Top 8% higher than 92% 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 Sheet Metal Workers Annuity Profit Sharing 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 Sheet Metal Workers Annuity Profit Sharing sits mid-pack in the medium band (514 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hawaii Sheet Metal Workers Annuity Profit Sharing reported net income rose from -$8M in the plan year 2022 filing to $42K in the plan year 2023 filing.
- Hawaii Sheet Metal Workers Annuity Profit Sharing end-of-year assets fell from $109M in the plan year 2022 filing to $108M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 996027785 · Hawaii Sheet Metal Workers Annuity Profit Sharing Fund PY 2023 · Profit Sharing
Hawaii Sheet Metal Workers Annuity Profit Sharing · $108M · 514 · 92nd
- BOOK $108M
- VS-ST 514
- BOY 92nd
- SCH Profit Sharing
- EBSA near Firsthealth of the Carolinas, Inc. Retirement Growth Plan
- PART ind #8144
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 Sheet Metal Workers Annuity Profit Sharing in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $109M |
|---|---|
| Net Assets (End of Year) | $108M |
| Net Income | $42K |
| Employer EIN | 996027785 |
| Plan Effective Date | 2012-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hawaii Sheet Metal Workers Annuity Profit Sharing Fund)
Sponsor-wide plan assets over time
All Hawaii Sheet Metal Workers Annuity Profit Sharing Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $109M 0.3059098960259389% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 519 | $109M |
| 2023 | 1 | 514 | $108M |
| 2024 | 1 | 571 | $109M |
Nearby Profit Sharing Plans in Hawaii
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Hawaii Electricians Annuity Plan $450M · 2,215
- Hawaiiusa Fcu Retirement Plan $56M · 386
- Hawaiian Dredging Construction Company Profit Sharing Plan $34M · 296
- Unlimited Construction Services Inc. 401(k) Profit Sharing Plan $13M · 105
- Davis Levin Livingston, Attorneys at Law Profit Sharing Plan $12M · 13
Hawaii Sheet Metal Workers Annuity Profit Sharing's out-of-state Profit Sharing peers by assets and headcount
Outside Hawaii, the nearest Profit Sharing by assets is Firsthealth of the Carolinas, Inc. Retirement Growth Plan in NC ($108M); by covered participants it is Glaziers & Glassworkers Local 660 Individual Account Plan in NY (514 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($108M here).
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan (NC) $108M · 5,519
- Byer California Retirement Savings Plan (CA) $108M · 207
- Texas Biomedical Research Institute Retirement Plan (TX) $108M · 403
- Freeman Retirement Plan (MO) $108M · 4,401
Similar participant headcount
Nearest other-state filings by covered participants (514 participants); asset peers above are excluded.
- Glaziers & Glassworkers Local 660 Individual Account Plan (NY) 514 · 0 off
- Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan (OH) 513 · 1 off
- The Thrift Plan of Goodwill Industries of Greater New York and Northern New Jersey, Inc. (NY) 513 · 1 off
- Penquis Cap 403b Plan (ME) 511 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.