Money Purchase · DOL Form 5500 · 2023
Board of Trustees of Hawaii Tapers' Annuity Trust Fund Money Purchase Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 386
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $128,499
- Avg per participant Near avg balance/head
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.
- #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.
- #7,531
- in Construction (9,030 peers)
- +13.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Hawaii Tapers' Annuity Plan's outsized position by total assets
Hawaii Tapers' Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$49,600,509 Top 15% higher than 85% 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 Tapers' 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. Hawaii Tapers' Annuity Plan sits mid-pack in the medium band (386 participants).
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.
Form 5500 schedule snapshot
Filing strip 990209408 · Board of Trustees of Hawaii Tapers' Annuity Trust Fund PY 2023 · Money Purchase
Hawaii Tapers' Annuity Plan · $50M · 386 · 85th
- PHOTO $50M
- PHOTO 386
- PHOTO 85th
- PHOTO Money Purchase
- PHOTO near Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan
- PHOTO ind #7531
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 Tapers' Annuity Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees of Hawaii Tapers' Annuity Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 16.01890022888089% vs 2022
- 2024 filing year
| 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 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
Hawaii Tapers' Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside Hawaii, the nearest Money Purchase by assets is Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan in PA ($50M); by covered participants it is Kaiser Permanente Northwest Supplemental Retirement Plan in CA (387 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (386 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.