Other
2024 plan-year Other DOL Form 5500

Ilwu (Hawaii) Employers General Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust · Hawaii · Retail Trade

What the 2023 filing shows

Ilwu (Hawaii) Employers General Pension Plan holds $91M for 1,434 participants — about $63,246 per participant, up 6.0% over the 2024 plan year.

$91M
total plan assets (2024 EOY)
1,434
covered participants
$63,246
avg assets per participant
+6.0%
assets growth YoY
Total Assets (2023)
$91M
Participants
1,434
State
Industry
Retail Trade

What the Filing Says About Ilwu (Hawaii) Employers General Pension Plan

Ilwu (Hawaii) Employers General Pension Plan is a Other retirement plan sponsored by Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust, headquartered in Hawaii. As of the 2024 Form 5500 filing, the plan reports $91M in total end-of-year assets and covers 1,434 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 996027623, and the plan has been effective since 1970-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $86M at the beginning of 2024 to $91M at year-end — a gain of 6.0%. Net assets (after liabilities) closed the year at $90M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$86M
Total Assets (End of Year)$91M
Net Assets (End of Year)$90M
Net Income$4M
Plan TypeOther
Employer EIN996027623
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust)

Year Plans Participants Total Assets
2022 1 1,568 $76M
2023 1 1,502 $86M
2024 1 1,434 $91M

Nearby Other Plans in Hawaii

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Ilwu (Hawaii) Employers General Pension Plan?
As of the 2024 Form 5500 filing, Ilwu (Hawaii) Employers General Pension Plan holds $91M in total assets with 1,434 participants. It is sponsored by Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust.
What type of plan is Ilwu (Hawaii) Employers General Pension Plan?
Ilwu (Hawaii) Employers General Pension Plan is a Other plan. It has been effective since 1970-01-01. The plan is filed with the U.S. Department of Labor under EIN 996027623.
Who sponsors the Ilwu (Hawaii) Employers General Pension Plan?
Ilwu (Hawaii) Employers General Pension Plan is sponsored by Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust, located in Hawaii. The sponsor's EIN is 996027623 and the plan operates in the Retail Trade industry.
How did Ilwu (Hawaii) Employers General Pension Plan perform in 2024?
Ilwu (Hawaii) Employers General Pension Plan grew by 6.0% during 2024, moving from $86M to $91M in total assets. Net income was $4M.
Where can I find official filings for Ilwu (Hawaii) Employers General Pension Plan?
Official Form 5500 filings for Ilwu (Hawaii) Employers General Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 996027623 or plan name at efast.dol.gov.
How does Ilwu (Hawaii) Employers General Pension Plan compare to other plans?
You can compare Ilwu (Hawaii) Employers General Pension Plan against other Other plans on the plan type page, or view plans in Hawaii on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 996027623.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.