Money Purchase · DOL Form 5500 · 2023

Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund Money Purchase Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
558
Participants Below avg headcount
87th
Percentile by assets National rank
$101,564
Avg per participant Below avg balance/head
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Official DOL plan name: Hawaii Iron Workers' Annuity Plan · Sponsored by Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund · Hawaii · Construction

$57M in assets, 558 participants

Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund's Hawaii Iron Workers' Annuity Plan reported $57M in total assets and 558 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,648 in Construction (9,030 peers)

Where Hawaii Iron Workers' Annuity Plan sits by assets

Hawaii Iron Workers' Annuity Plan sits in the top quartile of all filed plans by assets, $57M for 558 participants (~$101,564/participant), up 7.6% in 2023.

#7,648
in Construction (9,030 peers)
+7.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Hawaii Iron Workers' Annuity Plan's outsized position by total assets

Hawaii Iron Workers' Annuity Plan vs every filed plan by assets

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

$56,672,930 Top 13% higher than 87% 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

Hawaii Iron Workers' 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 Iron Workers' Annuity Plan sits mid-pack in the medium band (558 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hawaii Iron Workers' Annuity Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Hawaii Iron Workers' Annuity Plan reported participants fell from 614 in the plan year 2022 filing to 558 in the plan year 2023 filing.
  • Hawaii Iron Workers' Annuity Plan end-of-year assets rose from $53M in the plan year 2022 filing to $57M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 990176931 · Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund PY 2023 · Money Purchase

Hawaii Iron Workers' Annuity Plan · $57M · 558 · 87th

  • RANK $57M
  • PHOTO 558
  • IND 87th
  • EOY Money Purchase
  • 5500 near Indiana Members Credit Union Pension Plan
  • ASSETS ind #7648

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 Iron Workers' Annuity Plan in the asset neighbourhood

Medela LLC Employees Pension PlanMedela LLC Employees Pension…$57MRiverdale Country School Tax-Deferred Annuity PlanRiverdale Country School Tax…$57MHawaii Iron Workers' Annuity PlanHawaii Iron Workers' Annuity…$57MIndiana Members Credit Union Pension PlanIndiana Members Credit Union…$57MSevenson Environmental Services, Inc. Pension PlanSevenson Environmental Servi…$56M
End-of-year total assets ($M) among Hawaii Iron Workers' Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$56M
Net Income$4M
Employer EIN990176931
Plan Effective Date1977-04-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$60M 13.424011192379234% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $52.7M $59.7M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 614 $53M
2023 1 558 $57M
2024 1 626 $60M

Nearby Money Purchase Plans in Hawaii

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

Hawaii Iron Workers' Annuity Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600800 Total assets ($M) Participants Hawaii Iron Workers' Annuity Plan, Total assets ($M): 56.67293 · Participants: 558Hawaii Iron Workers' 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
Hawaii Iron Workers' Annuity Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants
Compare Hawaii Iron Workers' Annuity Plan side-by-side with 3 peers →

Hawaii Iron Workers' Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Hawaii, the nearest Money Purchase by assets is Indiana Members Credit Union Pension Plan in IN ($57M); by covered participants it is American College of Radiology Employees' Pension Plan and Trust in VA (559 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (558 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 Hawaii Iron Workers' Annuity Plan assets move in 2023? ▼
Hawaii Iron Workers' Annuity Plan grew at a solid clip - up 7.6% during 2023, from $53M to $57M. Reported net income was $4M.
How have Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund's sponsor-wide assets grew 13.4%, from $53M to $60M.
Where does Hawaii Iron Workers' Annuity Plan rank by assets among Form 5500 filers? ▼
Hawaii Iron Workers' Annuity Plan ranks in the 87th 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 Hawaii Iron Workers' Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Indiana Members Credit Union Pension Plan in IN ($57M, 372 participants).
Which Money Purchase plans cover a similar participant headcount to Hawaii Iron Workers' Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is American College of Radiology Employees' Pension Plan and Trust in VA (559 participants, $103M 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 990176931.

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.