Profit Sharing · DOL Form 5500 · 2023

Hawaii Electricians Annuity Plan Profit Sharing Plan

Data updated 2026-08-25

$450M
Total assets Above avg plan size
2,215
Participants Above avg headcount
97th
Percentile by assets National rank
$203,377
Avg per participant Above avg balance/head
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Official DOL plan name: Hawaii Electricians Annuity Plan · Sponsored by Hawaii Electricians Annuity Plan · Hawaii · Construction

$450M in assets, 2,215 participants

Hawaii Electricians Annuity Plan's Hawaii Electricians Annuity Plan reported $450M in total assets and 2,215 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,748 in Construction (9,030 peers)

Coverage in Hawaii

Hawaii Electricians Annuity Plan covers 2,215 participants in Hawaii, 5.8x the typical Hawaii plan (state average ~380 per filing). Assets: $450M.

#8,748
in Construction (9,030 peers)
+12.1%
assets growth YoY
4.5×
vs typical plan assets (national mean)

Hawaii Electricians Annuity Plan's outsized position by total assets

Hawaii Electricians Annuity Plan vs every filed plan by assets

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

$450,479,567 Top 3% higher than 97% 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 Electricians Annuity Plan'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 Electricians Annuity Plan lands in the large band (2,215 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hawaii Electricians Annuity Plan reported participants fell from 2,531 in the plan year 2022 filing to 2,215 in the plan year 2023 filing.
  • Hawaii Electricians Annuity Plan end-of-year assets rose from $402M in the plan year 2022 filing to $450M in the plan year 2023 filing.
  • Hawaii Electricians Annuity Plan reported net income rose from $43M in the plan year 2022 filing to $46M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 996020486 · Hawaii Electricians Annuity Plan PY 2023 · Profit Sharing

Hawaii Electricians Annuity Plan · $450M · 2,215 · 97th

  • VS-ST $450M
  • VS-ST 2,215
  • VS-ST 97th
  • VS-ST Profit Sharing
  • VS-ST near The Lee Company Profit Sharing Plan
  • VS-ST ind #8748

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 Electricians Annuity Plan in the asset neighbourhood

Sheet Metal Workers Annuity Fund Local Union No. 19Sheet Metal Workers Annuity …$456MPresbyterian Healthcare Services 401(a) PlanPresbyterian Healthcare Serv…$455MHawaii Electricians Annuity PlanHawaii Electricians Annuity …$450MThe Lee Company Profit Sharing PlanThe Lee Company Profit Shari…$449MSteamfitters Local 602 Retirement Savings Plan Savings PlanSteamfitters Local 602 Retir…$445M
End-of-year total assets ($M) among Hawaii Electricians Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$402M
Net Assets (End of Year)$447M
Net Income$46M
Employer EIN996020486
Plan Effective Date1969-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Hawaii Electricians Annuity Plan)

Sponsor-wide plan assets over time

All Hawaii Electricians Annuity Plan plans reported in each filing year

Latest sponsor-wide plan assets
$438M 8.875867193868366% vs 2022
2024 filing year
$380M$400M$420M$440M$460M 202220232024 $402M $438M ▲ +8.9%
Year Plans Participants Total Assets
2022 1 2,531 $402M
2023 1 2,215 $450M
2024 1 2,222 $438M

Nearby Profit Sharing Plans in Hawaii

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Hawaii Electricians Annuity Plan vs. nearby Profit Sharing plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400500 Total assets ($M) Participants Hawaii Electricians Annuity Plan, Total assets ($M): 450.479567 · Participants: 2215Hawaii Electricians Annuity PlanHawaii Sheet Metal Workers Annuity Profit Sharing, Total assets ($M): 108.342276 · Participants: 514Hawaii Sheet Metal Workers Annuity Profit SharingHawaiiusa Fcu Retirement Plan, Total assets ($M): 55.609266 · Participants: 386Hawaiiusa Fcu Retirement PlanHawaiian Dredging Construction Company Profit Sharing Plan, Total assets ($M): 34.397084 · Participants: 296Hawaiian Dredging Construction Company Profit Sharing PlanUnlimited Construction Services Inc. 401(k) Profit Sharing Plan, Total assets ($M): 13.032649 · Participants: 105Unlimited Construction Services Inc. 401(k) Profit Sharing PlanDavis Levin Livingston, Attorneys at Law Profit Sharing Plan, Total assets ($M): 11.747294 · Participants: 13Davis Levin Livingston, Attorneys at Law Profit Sharing Plan
Hawaii Electricians Annuity Plan vs. nearby Profit Sharing plans in Hawaii, assets vs. participants
Compare Hawaii Electricians Annuity Plan side-by-side with 3 peers →

Hawaii Electricians Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Hawaii, the nearest Profit Sharing by assets is The Lee Company Profit Sharing Plan in CT ($449M); by covered participants it is Jefferson University Physician Voluntary 403(b) Tda Plan in PA (2,211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,215 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 Electricians Annuity Plan assets move in 2023? ▼
Hawaii Electricians Annuity Plan grew at a solid clip - up 12.1% during 2023, from $402M to $450M. Reported net income was $46M.
How have Hawaii Electricians Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hawaii Electricians Annuity Plan's sponsor-wide assets grew 8.9%, from $402M to $438M.
Where does Hawaii Electricians Annuity Plan rank by assets among Form 5500 filers? ▼
Hawaii Electricians Annuity Plan ranks in the 97th 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 Profit Sharing plans are similar in size to Hawaii Electricians Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Lee Company Profit Sharing Plan in CT ($449M, 989 participants).
Which Profit Sharing plans cover a similar participant headcount to Hawaii Electricians Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Jefferson University Physician Voluntary 403(b) Tda Plan in PA (2,211 participants, $247M 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 996020486.

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.