401(k)
2023 plan-year 401(k) DOL Form 5500

HAWAII ELECTRICIANS ANNUITY PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

HAWAII ELECTRICIANS ANNUITY PLAN

This 401(k) plan holds $450M in total assets and serves 2,215 participants as of 2023. It is sponsored by HAWAII ELECTRICIANS ANNUITY PLAN in Hawaii. The plan reported positive net income of $46M for the year.

Total Assets (2023)
$450M
Participants
2,215
State
Industry
Construction

What the Filing Says About HAWAII ELECTRICIANS ANNUITY PLAN

HAWAII ELECTRICIANS ANNUITY PLAN is a 401(k) retirement plan sponsored by HAWAII ELECTRICIANS ANNUITY PLAN, headquartered in Hawaii. As of the 2023 Form 5500 filing, the plan reports $450M in total end-of-year assets and covers 2,215 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 996020486, and the plan has been effective since 1969-08-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $402M at the beginning of 2023 to $450M at year-end — a gain of 12.1%. Net assets (after liabilities) closed the year at $447M, with reported net income of $46M 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.

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.

Financial Summary (2023)

Total Assets (Beginning of Year)$402M
Total Assets (End of Year)$450M
Net Assets (End of Year)$447M
Net Income$46M
Plan Type401(k)
Employer EIN996020486
Plan Effective Date1969-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (HAWAII ELECTRICIANS ANNUITY PLAN)

Year Plans Participants Total Assets
2022 1 2,531 $402M
2023 1 2,215 $450M

Nearby 401(k) Plans in Hawaii

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the HAWAII ELECTRICIANS ANNUITY PLAN?
As of the 2023 Form 5500 filing, HAWAII ELECTRICIANS ANNUITY PLAN holds $450M in total assets with 2,215 participants. It is sponsored by HAWAII ELECTRICIANS ANNUITY PLAN.
What type of plan is HAWAII ELECTRICIANS ANNUITY PLAN?
HAWAII ELECTRICIANS ANNUITY PLAN is a 401(k) plan. It has been effective since 1969-08-15. The plan is filed with the U.S. Department of Labor under EIN 996020486.
Who sponsors the HAWAII ELECTRICIANS ANNUITY PLAN?
HAWAII ELECTRICIANS ANNUITY PLAN is sponsored by HAWAII ELECTRICIANS ANNUITY PLAN, located in Hawaii. The sponsor's EIN is 996020486 and the plan operates in the Construction industry.
How did HAWAII ELECTRICIANS ANNUITY PLAN perform in 2023?
HAWAII ELECTRICIANS ANNUITY PLAN grew by 12.1% during 2023, moving from $402M to $450M in total assets. Net income was $46M.
Where can I find official filings for HAWAII ELECTRICIANS ANNUITY PLAN?
Official Form 5500 filings for HAWAII ELECTRICIANS ANNUITY PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 996020486 or plan name at efast.dol.gov.
How does HAWAII ELECTRICIANS ANNUITY PLAN compare to other plans?
You can compare HAWAII ELECTRICIANS ANNUITY PLAN against other 401(k) plans on the plan type page, or view plans in Hawaii on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.