Hawaii Teamsters Meat Cutters Annuity Plan Money Purchase Plan

Money Purchase · DOL Form 5500 · 2023

What the Filing Says About Hawaii Teamsters Meat Cutters Annuity Plan

Hawaii Teamsters Meat Cutters Annuity Plan is a Money Purchase retirement plan sponsored by Hawaii Teamsters Meat Cutters Annuity Plan, headquartered in Hawaii. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 34 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 996046812, and the plan has been effective since 1983-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets edged down modestly from $3M at the beginning of 2023 to $3M at year-end - down 4.0%. Net assets (after liabilities) closed the year at $3M, with reported net income of -$113K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Across the 2 plan years Hawaii Teamsters Meat Cutters Annuity Plan has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $3M to $3M, a decline of 4.0%, while reported participants moved from 36 to 34 (-5.6%). Year-by-year, sponsor-wide filings show: 2022 - $3M in assets across 1 plan covering 36 participants; 2023 - $3M in assets across 1 plan covering 34 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank Hawaii Teamsters Meat Cutters Annuity Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.