Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust Pension Plan
Data updated 2026-08-25
- $91M
- Total assets Below avg plan size
- 1,434
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $63,246
- Avg per participant Low balance/head
Official DOL plan name: Ilwu (Hawaii) Employers General Pension Plan · Sponsored by Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust · Hawaii · Retail Trade
$91M in assets, 1,434 participants
Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust's Ilwu (Hawaii) Employers General Pension Plan reported $91M in total assets and 1,434 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #7,580 in Retail Trade (8,048 peers)
Coverage in Hawaii
Ilwu (Hawaii) Employers General Pension Plan covers 1,434 participants in Hawaii, 3.8x the typical Hawaii plan (state average ~380 per filing). Assets: $91M.
- #7,580
- in Retail Trade (8,048 peers)
- +6.0%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Ilwu (Hawaii) Employers General Pension Plan's outsized position by total assets
Ilwu (Hawaii) Employers General Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$90,694,182 Top 10% higher than 90% 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
Ilwu (Hawaii) Employers General Pension Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ilwu (Hawaii) Employers General Pension Plan lands in the large band (1,434 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ilwu (Hawaii) Employers General Pension Plan reported net income fell from $9M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Ilwu (Hawaii) Employers General Pension Plan end-of-year assets rose from $86M in the plan year 2023 filing to $91M in the plan year 2024 filing.
- Ilwu (Hawaii) Employers General Pension Plan reported participants fell from 1,502 in the plan year 2023 filing to 1,434 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 996027623 · Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust PY 2024 · Defined Benefit (Pension)
Ilwu (Hawaii) Employers General Pension Plan · $91M · 1,434 · 90th
- ASSETS $91M
- ASSETS 1,434
- ASSETS 90th
- ASSETS Defined Benefit (Pension)
- ASSETS near Southern Bank and Trust Company Pension Plan
- ASSETS ind #7580
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 Retail Trade retirement plans → · Plans in Hawaii →
Ilwu (Hawaii) Employers General Pension Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $90M |
| Net Income | $4M |
| Employer EIN | 996027623 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust)
Sponsor-wide plan assets over time
All Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $91M 18.692936542476225% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,568 | $76M |
| 2023 | 1 | 1,502 | $86M |
| 2024 | 1 | 1,434 | $91M |
Nearby Defined Benefit (Pension) Plans in Hawaii
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries $1.9B · 2,268
- Hotel Union and Hotel Industry of Hawaii Pension Plan $763M · 7,636
- Pamcah-Ua Local 675 Pension Plan $622M · 1,532
- The Queen's Health Systems Pension Plan $468M · 4,992
- Hawaii Pacific Health Retirement Plan $430M · 5,658
Ilwu (Hawaii) Employers General Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Southern Bank and Trust Company Pension Plan in NC ($91M); by covered participants it is The UAW Labor-Management Group Pension Plan in CA (1,433 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($91M here).
- Southern Bank and Trust Company Pension Plan (NC) $91M · 159
- Atkore Union Pension Plan (IL) $91M · 153
- Local 463 Pension Fund (NY) $91M · 190
- Cincinnati Bell Management Pension Plan (OH) $91M · 613
Similar participant headcount
Nearest other-state filings by covered participants (1,434 participants); asset peers above are excluded.
- The UAW Labor-Management Group Pension Plan (CA) 1,433 · 1 off
- Hanford Multi-Employer Pension Plan (WA) 1,432 · 2 off
- Employees' Retirement Plan of United Health Services (NY) 1,440 · 6 off
- C.V. Starr & Co., Inc. Retirement Plan (NY) 1,441 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.