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
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
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.
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
Hawaii filing particulars
| Total Assets (Beginning of Year) | $277M |
|---|---|
| Net Assets (End of Year) | $302M |
| Net Income | $25M |
| Employer EIN | 990322478 |
| Plan Effective Date | 1976-08-30 |
| Filing Status | FILING 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
| 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 Carpenters Financial Security Fund $577M · 3,972
- Pamcah-Ua Local 675 Annuity Plan $349M · 1,444
- Pamcah-Ua Local 675 Annuity Plan $227M · 1,616
- Pamcah-Ua Local 675 Annuity Plan $214M · 1,424
- Hawaii Masons and Plasterers Annuity Plan $117M · 1,254
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($302M here).
- Plumbers Union Local No 12 Annuity Plan (MA) $303M · 2,590
- Orange County IBEW-NECA Electrical Workers Defined Contribution Pension Plan (CA) $301M · 5,550
- IBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan B (NE) $306M · 3,181
- Millwrights' Local 1102 Supplemental Pension Fund (MI) $306M · 2,267
Similar participant headcount
Nearest other-state filings by covered participants (2,894 participants); asset peers above are excluded.
- Plumbers and Steamfitters Local 440 Defined Contribution Plan (IN) 2,898 · 4 off
- Painters and Allied Trades District Council No.35 Annuity Fund (MA) 2,917 · 23 off
- Saint Louis University Retirement Plan (MO) 2,863 · 31 off
- Iatse Local 8 Annuity Fund (PA) 2,927 · 33 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.