Money Purchase · DOL Form 5500 · 2024

Hawaii Carpenters Financial Security Fund Money Purchase Plan

Data updated 2026-08-11

$662M
Total assets
4,066
Participants
98th
Percentile by assets
$162,889
Avg per participant
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Official DOL plan name: Hawaii Carpenters Financial Security Fund · Sponsored by Hawaii Carpenters Financial Security Fund · Hawaii · Construction

$662M in assets, 4,066 participants

Hawaii Carpenters Financial Security Fund's Hawaii Carpenters Financial Security Fund reported $662M in total assets and 4,066 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 123,622 plans)
  • #8,829 in Construction (9,039 peers)

Coverage in Hawaii

Hawaii Carpenters Financial Security Fund covers 4,066 participants in Hawaii, 11x the typical Hawaii plan (state average ~380 per filing). Assets: $662M.

$662M
total plan assets (2024 EOY)
4,066
covered participants
98th
percentile by assets (of 123,622 plans)
$162,889
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hawaii Carpenters Financial Security Fund end-of-year assets rose from $577M in the plan year 2023 filing to $662M in the plan year 2024 filing.
  • Hawaii Carpenters Financial Security Fund reported participants rose from 3,972 in the plan year 2023 filing to 4,066 in the plan year 2024 filing.
  • Hawaii Carpenters Financial Security Fund reported net income fell from $85M in the plan year 2023 filing to $84M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Hawaii
Industry
Construction

Participants vs Hawaii filers

In Hawaii, the average filing covers about 380 participants across 517 plans. Hawaii Carpenters Financial Security Fund reports 4,066 participants - 11x that state average ($662M EOY assets).

Hawaii filing particulars

Total Assets (Beginning of Year)$577M
Net Assets (End of Year)$661M
Net Income$84M
Employer EIN990264272
Plan Effective Date1988-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hawaii Carpenters Financial Security Fund)

$400M$500M$600M$700M 202220232024 $492M $662M ▲ +34.5%
Total plan assets by year, all Hawaii Carpenters Financial Security Fund plans on file
Year Plans Participants Total Assets
2022 1 4,036 $492M
2023 1 3,972 $577M
2024 1 4,066 $662M

Nearby Money Purchase Plans in Hawaii

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

Hawaii Carpenters Financial Security Fund vs. nearby Money Purchase plans in Hawaii, assets vs. participants

Hawaii Carpenters Financial Security Fund vs. nearby Money Purchase plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600800 Total assets ($M) Participants Hawaii Carpenters Fi…Pamcah-Ua Local 675 …Hawaii Laborers' Ann…Hawaii Masons and Pl…First Hawaiian, Inc.…Painting Industry of…
Hawaii Carpenters Financial Security Fund vs. nearby Money Purchase plans in Hawaii, assets vs. participants
Compare Hawaii Carpenters Financial Security Fun… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Hawaii Carpenters Financial Security Fund by total assets, not by location.

Frequently Asked Questions

How did Hawaii Carpenters Financial Security Fund assets move in 2024? ▼
Hawaii Carpenters Financial Security Fund grew at a solid clip - up 14.8% during 2024, from $577M to $662M. Reported net income was $84M.
How have Hawaii Carpenters Financial Security Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hawaii Carpenters Financial Security Fund's sponsor-wide assets grew 34.5%, from $492M to $662M.
Where does Hawaii Carpenters Financial Security Fund rank by assets among Form 5500 filers? ▼
Hawaii Carpenters Financial Security Fund ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Hawaii Carpenters Financial Security Fund? ▼
Among Money Purchase plans in other states, the closest by assets is The Rand Corporation 401(a) Qualified Retirement Plan in CA ($656M, 2,313 participants).

Next read for Hawaii Carpenters Financial Security Fun…

Filing takeaways

Ways to act on Hawaii Carpenters Financial Security Fund's numbers.

  • By total assets, Hawaii Carpenters Financial Security Fund ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Hawaii. Compare plans
  • Hawaii Carpenters Financial Security Fund's sponsor-wide assets have grown 34.5% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 990264272.

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.