Money Purchase · DOL Form 5500 · 2023
Board of Trustees, Hawaii Operating Engineers Money Purchase Plan
Data updated 2026-08-25
- $165M
- Total assets Near avg plan size
- 2,096
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $78,749
- Avg per participant Below avg balance/head
Official DOL plan name: Hawaii Annuity Trust Fund for Operating Engineers · Sponsored by Board of Trustees, Hawaii Operating Engineers · California · Construction
$165M in assets, 2,096 participants
Board of Trustees, Hawaii Operating Engineers's Hawaii Annuity Trust Fund for Operating Engineers reported $165M in total assets and 2,096 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #8,360 in Construction (9,030 peers)
Coverage in California
Hawaii Annuity Trust Fund for Operating Engineers covers 2,096 participants in California, 3.3x the typical California plan (state average ~630 per filing). Assets: $165M.
- #8,360
- in Construction (9,030 peers)
- +14.0%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Hawaii Annuity Trust Fund for Operating Engineers's outsized position by total assets
Hawaii Annuity Trust Fund for Operating Engineers vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$165,058,363 Top 6% higher than 94% 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 Annuity Trust Fund for Operating Engineers'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 Annuity Trust Fund for Operating Engineers lands in the large band (2,096 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hawaii Annuity Trust Fund for Operating Engineers reported net income rose from $2M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Hawaii Annuity Trust Fund for Operating Engineers end-of-year assets rose from $145M in the plan year 2022 filing to $165M in the plan year 2023 filing.
- Hawaii Annuity Trust Fund for Operating Engineers reported participants rose from 2,022 in the plan year 2022 filing to 2,096 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 942959994 · Board of Trustees, Hawaii Operating Engineers PY 2023 · Money Purchase
Hawaii Annuity Trust Fund for Operating Engineers · $165M · 2,096 · 94th
- ASSETS $165M
- PCT 2,096
- EIN 94th
- RANK Money Purchase
- PHOTO near Annuity Fund of Wardrobe Attendants Union Local 764
- IND ind #8360
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 California →
Hawaii Annuity Trust Fund for Operating Engineers in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $145M |
|---|---|
| Net Assets (End of Year) | $165M |
| Net Income | $20M |
| Employer EIN | 942959994 |
| Plan Effective Date | 1983-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Hawaii Operating Engineers)
Sponsor-wide plan assets over time
All Board of Trustees, Hawaii Operating Engineers plans reported in each filing year
- Latest sponsor-wide plan assets
- $177M 21.930611065703783% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,022 | $145M |
| 2023 | 1 | 2,096 | $165M |
| 2024 | 1 | 2,249 | $177M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Hawaii Annuity Trust Fund for Operating Engineers's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Annuity Fund of Wardrobe Attendants Union Local 764 in NY ($165M); by covered participants it is Cascade Pension Trust Money Purchase Pension Plan in OR (2,092 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($165M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,096 participants); asset peers above are excluded.
- Cascade Pension Trust Money Purchase Pension Plan (OR) 2,092 · 4 off
- Massachusetts Bricklayers & Masons Annuity Fund (MA) 2,120 · 24 off
- Noblis, Inc. Qualified Retirement Plan (VA) 2,122 · 26 off
- Cement Masons' Local 502 and Plasterers' Area 5 an (IL) 2,127 · 31 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.