Money Purchase · DOL Form 5500 · 2023

Hawaii Laborers' Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$302M
Total assets Above avg plan size
2,894
Participants Above avg headcount
96th
Percentile by assets National rank
$104,502
Avg per participant Below avg balance/head
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Official DOL plan name: Hawaii Laborers' Annuity Fund · Sponsored by Hawaii Laborers' Annuity Fund · Hawaii · Finance & Insurance

$302M in assets, 2,894 participants

Hawaii Laborers' Annuity Fund's Hawaii Laborers' Annuity Fund reported $302M in total assets and 2,894 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,306 in Finance & Insurance (8,869 peers)

Coverage in Hawaii

Hawaii Laborers' Annuity Fund covers 2,894 participants in Hawaii, 7.6x the typical Hawaii plan (state average ~380 per filing). Assets: $302M.

#8,306
in Finance & Insurance (8,869 peers)
+9.2%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Hawaii Laborers' Annuity Fund's outsized position by total assets

Hawaii Laborers' Annuity Fund vs every filed plan by assets

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

$302,429,621 Top 4% higher than 96% 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 Laborers' Annuity Fund's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hawaii Laborers' Annuity Fund lands in the large band (2,894 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hawaii Laborers' Annuity Fund reported net income rose from $12M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Hawaii Laborers' Annuity Fund end-of-year assets rose from $277M in the plan year 2022 filing to $302M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 990322478 · Hawaii Laborers' Annuity Fund PY 2023 · Money Purchase

Hawaii Laborers' Annuity Fund · $302M · 2,894 · 96th

  • EBSA $302M
  • PART 2,894
  • TYPE 96th
  • NET Money Purchase
  • BOOK near Plumbers Union Local No 12 Annuity Plan
  • VS-ST ind #8306

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 →

Hawaii Laborers' Annuity Fund in the asset neighbourhood

Millwrights' Local 1102 Supplemental Pension FundMillwrights' Local 1102 Supp…$306MIBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan BIBEW Local Union No. 22/NECA…$306MPlumbers Union Local No 12 Annuity PlanPlumbers Union Local No 12 A…$303MHawaii Laborers' Annuity Fund$302MOrange County IBEW-NECA Electrical Workers Defined Contribution Pension PlanOrange County IBEW-NECA Elec…$301M
End-of-year total assets ($M) among Hawaii Laborers' Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$277M
Net Assets (End of Year)$302M
Net Income$25M
Employer EIN990322478
Plan Effective Date1976-08-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Hawaii Laborers' Annuity Fund)

Sponsor-wide plan assets over time

All Hawaii Laborers' Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$305M 10.048092551062055% vs 2022
2024 filing year
$270M$280M$290M$300M$310M 202220232024 $277M $305M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 2,896 $277M
2023 1 2,894 $302M
2024 1 3,391 $305M

Nearby Money Purchase Plans in Hawaii

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

Hawaii Laborers' Annuity Fund vs. nearby Money Purchase plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 10002000300040005000 0200400600 Total assets ($M) Participants Hawaii Laborers' Annuity Fund, Total assets ($M): 302.429621 · Participants: 2894Hawaii Laborers' Annuity FundHawaii 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 PlanPamcah-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 PlanHawaii Masons and Plasterers Annuity Plan, Total assets ($M): 116.816428 · Participants: 1254Hawaii Masons and Plasterers Annuity Plan
Hawaii Laborers' Annuity Fund vs. nearby Money Purchase plans in Hawaii, assets vs. participants

Hawaii Laborers' Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside Hawaii, the nearest Money Purchase by assets is Plumbers Union Local No 12 Annuity Plan in MA ($303M); by covered participants it is Plumbers and Steamfitters Local 440 Defined Contribution Plan in IN (2,898 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,894 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 Laborers' Annuity Fund assets move in 2023?
Hawaii Laborers' Annuity Fund grew at a solid clip - up 9.2% during 2023, from $277M to $302M. Reported net income was $25M.
How have Hawaii Laborers' Annuity Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Hawaii Laborers' Annuity Fund's sponsor-wide assets grew 10.0%, from $277M to $305M.
Where does Hawaii Laborers' Annuity Fund rank by assets among Form 5500 filers?
Hawaii Laborers' Annuity Fund ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Hawaii Laborers' Annuity Fund?
Among Money Purchase plans in other states, the closest by assets is Plumbers Union Local No 12 Annuity Plan in MA ($303M, 2,590 participants).
Which Money Purchase plans cover a similar participant headcount to Hawaii Laborers' Annuity Fund?
Among Money Purchase plans in other states, the closest by covered participants is Plumbers and Steamfitters Local 440 Defined Contribution Plan in IN (2,898 participants, $173M in assets).