Profit Sharing · DOL Form 5500 · 2024
Hawaiiusa Federal Credit Union Profit Sharing Plan
Data updated 2026-07-24
- $62M
- Total assets
- 395
- Participants
- 87th
- Percentile by assets
- $158,165
- Avg per participant
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.
- 87th percentile by assets (of 116,472 plans)
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.
- $62M
- total plan assets (2024 EOY)
- 395
- covered participants
- 87th
- percentile by assets (of 116,472 plans)
- $158,165
- avg assets per participant
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.
Hawaiiusa Fcu Retirement Plan vs the 2024 asset distribution
By assets, Hawaiiusa Fcu Retirement Plan outranks 87% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (730 average participants).
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)
| 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.
Hawaiiusa Fcu Retirement Plan vs. nearby Profit Sharing plans in Hawaii, assets vs. participants
- 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
- Davis Levin Livingston, Attorneys at Law Profit Sharing Plan $12M · 14
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Hawaiiusa Fcu Retirement Plan by total assets, not by location.
- 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
- Carriage House Investments Company Employees' Profit Sharing Plan (UT) $62M · 286
Frequently Asked Questions
How did Hawaiiusa Fcu Retirement Plan assets move in 2024? ▼
How have Hawaiiusa Federal Credit Union plan assets changed over time? ▼
Where does Hawaiiusa Fcu Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Hawaiiusa Fcu Retirement Plan? ▼
Next read for Hawaiiusa Fcu Retirement Plan
Scale reading
Ways to act on Hawaiiusa Fcu Retirement Plan's numbers.
- By total assets, Hawaiiusa Fcu Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Hawaii. Compare plans
- Hawaiiusa Federal Credit Union's sponsor-wide assets have grown 31.2% since 2022 across 3 plan years on file. More Finance & Insurance 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 990073436.
Read our methodology - how this data is sourced, computed, and verified.