Money Purchase · DOL Form 5500 · 2023
Board of Trustees, Hawaii Operating Engineers Money Purchase Plan
Data updated 2026-08-11
- $165M
- Total assets
- 2,096
- Participants
- 94th
- Percentile by assets
- $78,749
- Avg per participant
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.
- 94th percentile by assets (of 127,072 plans)
- #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.
- $165M
- total plan assets (2023 EOY)
- 2,096
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $78,749
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Hawaii Annuity Trust Fund for Operating Engineers reports 2,096 participants - 3.3x that state average ($165M EOY assets).
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)
| 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.
Hawaii Annuity Trust Fund for Operating Engineers vs. nearby Money Purchase plans in California, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Hawaii Annuity Trust Fund for Operating Engineers by total assets, not by location.
Frequently Asked Questions
How did Hawaii Annuity Trust Fund for Operating Engineers assets move in 2023? ▼
How have Board of Trustees, Hawaii Operating Engineers plan assets changed over time? ▼
Where does Hawaii Annuity Trust Fund for Operating Engineers rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Hawaii Annuity Trust Fund for Operating Engineers? ▼
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Filing takeaways
Ways to act on Hawaii Annuity Trust Fund for Operating Engineers's numbers.
- By total assets, Hawaii Annuity Trust Fund for Operating Engineers ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Board of Trustees, Hawaii Operating Engineers's sponsor-wide assets have grown 21.9% since 2022 across 3 plan years on file. More Construction plans