Defined Benefit (Pension) · DOL Form 5500 · 2023
Hawaii Sheet Metal Workers Pension Fund Pension Plan
Data updated 2026-08-11
- $289M
- Total assets
- 463
- Participants
- 96th
- Percentile by assets
- $624,418
- Avg per participant
Official DOL plan name: Hawaii Sheet Metal Workers Pension Fund · Sponsored by Hawaii Sheet Metal Workers Pension Fund · Hawaii · Construction
$289M in assets, 463 participants
Hawaii Sheet Metal Workers Pension Fund's Hawaii Sheet Metal Workers Pension Fund reported $289M in total assets and 463 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #8,600 in Construction (9,030 peers)
Where Hawaii Sheet Metal Workers Pension Fund sits by assets
Hawaii Sheet Metal Workers Pension Fund sits in the top 5% of all filed plans by assets, $289M for 463 participants (~$624,418/participant), up 3.4% in 2023.
- $289M
- total plan assets (2023 EOY)
- 463
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $624,418
- avg assets per participant
Where Hawaii Sheet Metal Workers Pension Fund sits by total assets
Hawaii Sheet Metal Workers Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$289,105,504 Top 4% higher than 96% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hawaii Sheet Metal Workers Pension Fund reported net income rose from -$27M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Hawaii Sheet Metal Workers Pension Fund end-of-year assets rose from $280M in the plan year 2022 filing to $289M in the plan year 2023 filing.
Hawaii Sheet Metal Workers Pension Fund vs the 2023 asset distribution
By assets, Hawaii Sheet Metal Workers Pension Fund outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $280M |
|---|---|
| Net Assets (End of Year) | $288M |
| Net Income | $10M |
| Employer EIN | 996009479 |
| Plan Effective Date | 1965-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hawaii Sheet Metal Workers Pension Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 464 | $280M |
| 2023 | 1 | 463 | $289M |
| 2024 | 1 | 455 | $316M |
Nearby Defined Benefit (Pension) Plans in Hawaii
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Hawaii Sheet Metal Workers Pension Fund vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Hawaii Sheet Metal Workers Pension Fund by total assets, not by location.
- Mattel Cash Balance Plan (CA) $289M · 246
- Seneca Foods Corporation Employees' Pension Benefit Plan (NY) $289M · 1,975
- Mg Advantage Retirement Plan (TX) $289M · 448
- Local Union 212 IBEW Pension Trust Fund (OH) $288M · 1,241
Frequently Asked Questions
How did Hawaii Sheet Metal Workers Pension Fund assets move in 2023? ▼
How have Hawaii Sheet Metal Workers Pension Fund plan assets changed over time? ▼
Where does Hawaii Sheet Metal Workers Pension Fund rank by assets among Form 5500 filers? ▼
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Next read for Hawaii Sheet Metal Workers Pension Fund
Scale reading
Ways to act on Hawaii Sheet Metal Workers Pension Fund's numbers.
- By total assets, Hawaii Sheet Metal Workers Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Hawaii. Compare plans
- Hawaii Sheet Metal Workers Pension Fund's sponsor-wide assets have grown 13.1% since 2022 across 3 plan years on file. More Construction plans