Money Purchase · DOL Form 5500 · 2024
Hawaii Carpenters Financial Security Fund Money Purchase Plan
Data updated 2026-08-25
- $662M
- Total assets Above avg plan size
- 4,066
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $162,889
- Avg per participant Above avg balance/head
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.
- #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.
- #8,829
- in Construction (9,039 peers)
- +14.8%
- assets growth YoY
- 6.6×
- vs typical plan assets (national mean)
Hawaii Carpenters Financial Security Fund's outsized position by total assets
Hawaii Carpenters Financial Security Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$662,307,261 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Hawaii Carpenters Financial Security Fund's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hawaii Carpenters Financial Security Fund lands in the large band (4,066 participants).
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.
Plan-year Form 5500 strip
Filing strip 990264272 · Hawaii Carpenters Financial Security Fund PY 2024 · Money Purchase
Hawaii Carpenters Financial Security Fund · $662M · 4,066 · 98th
- PCT $662M
- PCT 4,066
- PCT 98th
- PCT Money Purchase
- PCT near The Rand Corporation 401(a) Qualified Retirement Plan
- PCT ind #8829
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 Carpenters Financial Security Fund in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $577M |
|---|---|
| Net Assets (End of Year) | $661M |
| Net Income | $84M |
| Employer EIN | 990264272 |
| Plan Effective Date | 1988-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hawaii Carpenters Financial Security Fund)
Sponsor-wide plan assets over time
All Hawaii Carpenters Financial Security Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $662M 34.4858226388901% vs 2022
- 2024 filing year
| 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.
- Pamcah-Ua Local 675 Annuity Plan $383M · 1,504
- Hawaii Laborers' Annuity Fund $305M · 3,391
- Hawaii Masons and Plasterers Annuity Plan $127M · 1,143
- First Hawaiian, Inc. Future Plan $127M · 1,815
- Painting Industry of Hawaii Annuity Plan $118M · 553
Hawaii Carpenters Financial Security Fund's out-of-state Money Purchase peers by assets and headcount
Outside Hawaii, the nearest Money Purchase by assets is The Rand Corporation 401(a) Qualified Retirement Plan in CA ($656M); by covered participants it is Southern California Sheet Metal Workers' 401(a) Plan in CA (4,074 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($662M here).
- The Rand Corporation 401(a) Qualified Retirement Plan (CA) $656M · 2,313
- San Mateo County Electrical Construction Industry Retiremt Plan (CA) $678M · 1,088
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan (KY) $618M · 1,824
- Iron Workers District Council of New England Annuity Fund (MA) $614M · 7,659
Similar participant headcount
Nearest other-state filings by covered participants (4,066 participants); asset peers above are excluded.
- Southern California Sheet Metal Workers' 401(a) Plan (CA) 4,074 · 8 off
- NECA-IBEW Pension Benefit Trust Fund (MO) 4,119 · 53 off
- 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff (NH) 4,152 · 86 off
- Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund (WA) 4,204 · 138 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.