Profit Sharing · DOL Form 5500 · 2023
Hawaii Sheet Metal Workers Annuity Profit Sharing Fund Profit Sharing Plan
Data updated 2026-08-11
- $108M
- Total assets
- 514
- Participants
- 92nd
- Percentile by assets
- $210,783
- Avg per participant
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.
- 92nd percentile by assets (of 127,072 plans)
- #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.
- $108M
- total plan assets (2023 EOY)
- 514
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $210,783
- avg assets per participant
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.
Hawaii Sheet Metal Workers Annuity Profit Sharing vs the 2023 asset distribution
By assets, Hawaii Sheet Metal Workers Annuity Profit Sharing outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
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)
| 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 Sheet Metal Workers Annuity Profit Sharing vs. nearby Profit Sharing plans in Hawaii, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Hawaii Sheet Metal Workers Annuity Profit Sharing by total assets, not by location.
- 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
Frequently Asked Questions
How did Hawaii Sheet Metal Workers Annuity Profit Sharing assets move in 2023? ▼
How have Hawaii Sheet Metal Workers Annuity Profit Sharing Fund plan assets changed over time? ▼
Where does Hawaii Sheet Metal Workers Annuity Profit Sharing rank by assets among Form 5500 filers? ▼
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Ways to act on Hawaii Sheet Metal Workers Annuity Profit Sharing's numbers.
- By total assets, Hawaii Sheet Metal Workers Annuity Profit Sharing ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Hawaii. Compare plans
- Hawaii Sheet Metal Workers Annuity Profit Sharing Fund's sponsor-wide assets have grown 0.3% since 2022 across 3 plan years on file. More Construction plans