Profit Sharing · DOL Form 5500 · 2024
Hawaiiusa Federal Credit Union Profit Sharing Plan
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 395
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $158,165
- Avg per participant Above avg balance/head
Official DOL plan name: Hawaiiusa Fcu Retirement Plan · Sponsored by Hawaiiusa Federal Credit Union · Hawaii · Finance & Insurance
$62M in assets, 395 participants
Hawaiiusa Federal Credit Union's Hawaiiusa Fcu Retirement Plan reported $62M in total assets and 395 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #6,758 in Finance & Insurance (8,549 peers)
Where Hawaiiusa Fcu Retirement Plan sits by assets
Hawaiiusa Fcu Retirement Plan sits in the top quartile of all filed plans by assets, $62M for 395 participants (~$158,165/participant), up 12.3% in 2024.
- #6,758
- in Finance & Insurance (8,549 peers)
- +12.3%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Hawaiiusa Fcu Retirement Plan's outsized position by total assets
Hawaiiusa Fcu Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$62,475,119 Top 13% higher than 87% 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
Hawaiiusa Fcu Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hawaiiusa Fcu Retirement Plan sits mid-pack in the medium band (395 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hawaiiusa Fcu Retirement Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Hawaiiusa Fcu Retirement Plan end-of-year assets rose from $56M in the plan year 2023 filing to $62M in the plan year 2024 filing.
- Hawaiiusa Fcu Retirement Plan reported participants rose from 386 in the plan year 2023 filing to 395 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 990073436 · Hawaiiusa Federal Credit Union PY 2024 · Profit Sharing
Hawaiiusa Fcu Retirement Plan · $62M · 395 · 87th
- BOY $62M
- BOY 395
- BOY 87th
- BOY Profit Sharing
- BOY near Trucking Employees of North Jersey Annuity Fund
- BOY ind #6758
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 Finance & Insurance retirement plans → · Plans in Hawaii →
Hawaiiusa Fcu Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | $7M |
| Employer EIN | 990073436 |
| Plan Effective Date | 1982-09-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hawaiiusa Federal Credit Union)
Sponsor-wide plan assets over time
All Hawaiiusa Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 31.184442812489987% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 396 | $48M |
| 2023 | 1 | 386 | $56M |
| 2024 | 1 | 395 | $62M |
Nearby Profit Sharing Plans in Hawaii
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Hawaii Electricians Annuity Plan $438M · 2,222
- Hawaii Sheet Metal Workers Annuity Profit Sharing $109M · 571
- Simplicityhr 401(k) Retirement Savings Plan $102M · 1,505
- Hawaiian Dredging Construction Company Profit Sharing Plan $41M · 308
- Hawaii Island Community Health Center 403(b) Plan $13M · 441
Hawaiiusa Fcu Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Hawaii, the nearest Profit Sharing by assets is Trucking Employees of North Jersey Annuity Fund in NJ ($63M); by covered participants it is Iron Workers Local Union 60 Annuity Pension Plan in NY (395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
- Trucking Employees of North Jersey Annuity Fund (NJ) $63M · 336
- Coopervision Manufacturing Puerto Rico, LLC Savings Plan (PR) $63M · 1,901
- Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan (CA) $62M · 54
- Plumbers and Steamfitters Local 166 Profit Sharing Annuity Plan (IN) $62M · 988
Similar participant headcount
Nearest other-state filings by covered participants (395 participants); asset peers above are excluded.
- Iron Workers Local Union 60 Annuity Pension Plan (NY) 395 · 0 off
- The New York Times Company Payroll Investment Plan (NY) 394 · 1 off
- Sheet Metal Workers Local 46 Annuity Plan (NY) 396 · 1 off
- Iconectiv 401(k) Plan (NJ) 399 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.