Money Purchase · DOL Form 5500 · 2023
Board of Trustees of Hawaii Tapers' Annuity Trust Fund Money Purchase Plan
Data updated 2026-08-11
- $50M
- Total assets
- 386
- Participants
- 85th
- Percentile by assets
- $128,499
- Avg per participant
Official DOL plan name: Hawaii Tapers' Annuity Plan · Sponsored by Board of Trustees of Hawaii Tapers' Annuity Trust Fund · Hawaii · Construction
$50M in assets, 386 participants
Board of Trustees of Hawaii Tapers' Annuity Trust Fund's Hawaii Tapers' Annuity Plan reported $50M in total assets and 386 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 127,072 plans)
- #7,531 in Construction (9,030 peers)
Where Hawaii Tapers' Annuity Plan sits by assets
Hawaii Tapers' Annuity Plan sits in the top quartile of all filed plans by assets, $50M for 386 participants (~$128,499/participant), up 13.4% in 2023.
- $50M
- total plan assets (2023 EOY)
- 386
- covered participants
- 85th
- percentile by assets (of 127,072 plans)
- $128,499
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hawaii Tapers' Annuity Plan reported net income rose from $2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Hawaii Tapers' Annuity Plan end-of-year assets rose from $44M in the plan year 2022 filing to $50M in the plan year 2023 filing.
- Hawaii Tapers' Annuity Plan reported participants rose from 380 in the plan year 2022 filing to 386 in the plan year 2023 filing.
Hawaii Tapers' Annuity Plan vs the 2023 asset distribution
By assets, Hawaii Tapers' Annuity Plan outranks 85% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $6M |
| Employer EIN | 990209408 |
| Plan Effective Date | 1981-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Hawaii Tapers' Annuity Trust Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 380 | $44M |
| 2023 | 1 | 386 | $50M |
| 2024 | 1 | 316 | $51M |
Nearby Money Purchase Plans in Hawaii
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Hawaii Tapers' Annuity Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants
- Hawaii Carpenters Financial Security Fund $577M · 3,972
- Pamcah-Ua Local 675 Annuity Plan $349M · 1,444
- Hawaii Laborers' Annuity Fund $302M · 2,894
- Pamcah-Ua Local 675 Annuity Plan $227M · 1,616
- Pamcah-Ua Local 675 Annuity Plan $214M · 1,424
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Hawaii Tapers' Annuity Plan by total assets, not by location.
- Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan (PA) $50M · 250
- Verrill Dana LLP Pension Plan (ME) $50M · 217
- Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan (WI) $49M · 1,856
- Retirement Plan for Employees of Island Peer Review Organization, Inc. (NY) $49M · 313
Frequently Asked Questions
How did Hawaii Tapers' Annuity Plan assets move in 2023? ▼
How have Board of Trustees of Hawaii Tapers' Annuity Trust Fund plan assets changed over time? ▼
Where does Hawaii Tapers' Annuity Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Hawaii Tapers' Annuity Plan? ▼
Next read for Hawaii Tapers' Annuity Plan
Scale reading
Ways to act on Hawaii Tapers' Annuity Plan's numbers.
- By total assets, Hawaii Tapers' Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Hawaii. Compare plans
- Board of Trustees of Hawaii Tapers' Annuity Trust Fund's sponsor-wide assets have grown 16.0% since 2022 across 3 plan years on file. More Construction plans