Money Purchase · DOL Form 5500 · 2023

Local 665 I.a.T.S.E. Annuity Plan Money Purchase Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
936
Participants Near avg headcount
76th
Percentile by assets National rank
$26,403
Avg per participant Low balance/head
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Official DOL plan name: Local 665 I.a.T.S.E. Annuity Plan · Sponsored by Local 665 I.a.T.S.E. Annuity Plan · Hawaii · Finance & Insurance

$25M in assets, 936 participants

Local 665 I.a.T.S.E. Annuity Plan's Local 665 I.a.T.S.E. Annuity Plan reported $25M in total assets and 936 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,676 in Finance & Insurance (8,869 peers)

Coverage in Hawaii

Local 665 I.a.T.S.E. Annuity Plan covers 936 participants in Hawaii, 2.5x the typical Hawaii plan (state average ~380 per filing). Assets: $25M.

#5,676
in Finance & Insurance (8,869 peers)
+7.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Local 665 I.a.T.S.E. Annuity Plan's outsized position by total assets

Local 665 I.a.T.S.E. Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$24,712,797 Top 24% higher than 76% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Local 665 I.a.T.S.E. Annuity 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. Local 665 I.a.T.S.E. Annuity Plan sits mid-pack in the medium band (936 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 665 I.a.T.S.E. Annuity Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Local 665 I.a.T.S.E. Annuity Plan reported participants rose from 858 in the plan year 2022 filing to 936 in the plan year 2023 filing.
  • Local 665 I.a.T.S.E. Annuity Plan end-of-year assets rose from $23M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 990228406 · Local 665 I.a.T.S.E. Annuity Plan PY 2023 · Money Purchase

Local 665 I.a.T.S.E. Annuity Plan · $25M · 936 · 76th

  • IND $25M
  • IND 936
  • IND 76th
  • IND Money Purchase
  • IND near Retirement Plan for Clerical and Maintenance Employees of the University of Scranton
  • IND ind #5676

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 Finance & Insurance retirement plans → · Plans in Hawaii →

Local 665 I.a.T.S.E. Annuity Plan in the asset neighbourhood

The National Mutual Insurance Company Money Purchase Pension PlanThe National Mutual Insuranc…$25MUniversity of Maryland Surgical Associates, P.a. Pension PlanUniversity of Maryland Surgi…$25MBlitman & King, LLP Retirement PlanBlitman & King, LLP Retireme…$25MLocal 665 I.a.T.S.E. Annuity PlanLocal 665 I.a.T.S.E. Annuity…$25MRetirement Plan for Clerical and Maintenance Employees of the University of ScrantonRetirement Plan for Clerical…$25M
End-of-year total assets ($M) among Local 665 I.a.T.S.E. Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN990228406
Plan Effective Date1983-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Local 665 I.a.T.S.E. Annuity Plan)

Sponsor-wide plan assets over time

All Local 665 I.a.T.S.E. Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$25M 7.39216336824918% vs 2022
2024 filing year
$22M$23M$24M$25M 202220232024 $23.1M $24.8M ▲ +7.4%
Year Plans Participants Total Assets
2022 1 858 $23M
2023 1 936 $25M
2024 1 785 $25M

Nearby Money Purchase Plans in Hawaii

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Local 665 I.a.T.S.E. Annuity Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600800 Total assets ($M) Participants Local 665 I.a.T.S.E. Annuity Plan, Total assets ($M): 24.712797 · Participants: 936Local 665 I.a.T.S.E. Annuity PlanHawaii Carpenters Financial Security Fund, Total assets ($M): 576.752041 · Participants: 3972Hawaii Carpenters Financial Security FundPamcah-Ua Local 675 Annuity Plan, Total assets ($M): 348.981775 · Participants: 1444Pamcah-Ua Local 675 Annuity PlanHawaii Laborers' Annuity Fund, Total assets ($M): 302.429621 · Participants: 2894Hawaii Laborers' Annuity FundPamcah-Ua Local 675 Annuity Plan, Total assets ($M): 226.817643 · Participants: 1616Pamcah-Ua Local 675 Annuity PlanPamcah-Ua Local 675 Annuity Plan, Total assets ($M): 214.377518 · Participants: 1424Pamcah-Ua Local 675 Annuity Plan
Local 665 I.a.T.S.E. Annuity Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants
Compare Local 665 I.a.T.S.E. Annuity Plan side-by-side with 3 peers →

Local 665 I.a.T.S.E. Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Hawaii, the nearest Money Purchase by assets is Retirement Plan for Clerical and Maintenance Employees of the University of Scranton in PA ($25M); by covered participants it is IBEW Local No. 82 Defined Contribution Plan in PA (937 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (936 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Local 665 I.a.T.S.E. Annuity Plan assets move in 2023? ▼
Local 665 I.a.T.S.E. Annuity Plan grew at a solid clip - up 7.0% during 2023, from $23M to $25M. Reported net income was $2M.
How have Local 665 I.a.T.S.E. Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local 665 I.a.T.S.E. Annuity Plan's sponsor-wide assets grew 7.4%, from $23M to $25M.
Where does Local 665 I.a.T.S.E. Annuity Plan rank by assets among Form 5500 filers? ▼
Local 665 I.a.T.S.E. Annuity Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Local 665 I.a.T.S.E. Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Retirement Plan for Clerical and Maintenance Employees of the University of Scranton in PA ($25M, 286 participants).
Which Money Purchase plans cover a similar participant headcount to Local 665 I.a.T.S.E. Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is IBEW Local No. 82 Defined Contribution Plan in PA (937 participants, $86M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 990228406.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.