Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of the Hotel Industry-Ilwu Pension Plan Pension Plan
Data updated 2026-08-25
- $319M
- Total assets Above avg plan size
- 6,992
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $45,625
- Avg per participant Low balance/head
Official DOL plan name: Hotel Industry-Ilwu Pension Plan · Sponsored by Board of Trustees of the Hotel Industry-Ilwu Pension Plan · Hawaii · Food Services & Accommodation
$319M in assets, 6,992 participants
Board of Trustees of the Hotel Industry-Ilwu Pension Plan's Hotel Industry-Ilwu Pension Plan reported $319M in total assets and 6,992 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #3,637 in Food Services & Accommodation (3,672 peers)
Coverage in Hawaii
Hotel Industry-Ilwu Pension Plan covers 6,992 participants in Hawaii, 18x the typical Hawaii plan (state average ~380 per filing). Assets: $319M.
- #3,637
- in Food Services & Accommodation (3,672 peers)
- +3.0%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
Hotel Industry-Ilwu Pension Plan's outsized position by total assets
Hotel Industry-Ilwu Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$319,010,138 Top 4% higher than 96% 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
Hotel Industry-Ilwu 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. Hotel Industry-Ilwu Pension Plan lands in the large band (6,992 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hotel Industry-Ilwu Pension Plan reported net income fell from $33M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Hotel Industry-Ilwu Pension Plan reported participants rose from 5,828 in the plan year 2023 filing to 6,992 in the plan year 2024 filing.
- Hotel Industry-Ilwu Pension Plan end-of-year assets rose from $310M in the plan year 2023 filing to $319M in the plan year 2024 filing.
DOL schedule card
Filing strip 996027621 · Board of Trustees of the Hotel Industry-Ilwu Pension Plan PY 2024 · Defined Benefit (Pension)
Hotel Industry-Ilwu Pension Plan · $319M · 6,992 · 96th
- EIN $319M
- RANK 6,992
- PHOTO 96th
- IND Defined Benefit (Pension)
- EOY near Riceland Foods, Inc. Employee Benefit Pension Plan
- 5500 ind #3637
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 Food Services & Accommodation retirement plans → · Plans in Hawaii →
Hotel Industry-Ilwu Pension Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $310M |
|---|---|
| Net Assets (End of Year) | $316M |
| Net Income | $16M |
| Employer EIN | 996027621 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Hotel Industry-Ilwu Pension Plan)
Sponsor-wide plan assets over time
All Board of Trustees of the Hotel Industry-Ilwu Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $319M 18.80590527027289% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,828 | $269M |
| 2023 | 1 | 5,828 | $310M |
| 2024 | 1 | 6,992 | $319M |
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
Scale composition for Hotel Industry-Ilwu Pension Plan
Hotel Industry-Ilwu Pension Plan reports $319M in end-of-year assets across 6,992 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $45,625 per participant (33% of the national average assets-per-participant) . Net income for plan year 2024 was $16M.
This plan identity (EIN 996027621, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $269M to $319M (+18.8%) while covered participants moved from 5,828 to 6,992 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,828 | $269M | Open filing |
| 2023 | 5,828 | $310M | Open filing |
| 2024 · index core | 6,992 | $319M | This page |
Hotel Industry-Ilwu Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Riceland Foods, Inc. Employee Benefit Pension Plan in AR ($319M); by covered participants it is Pension Plan of L'oreal USA, Inc. in NJ (7,011 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($319M here).
- Riceland Foods, Inc. Employee Benefit Pension Plan (AR) $319M · 372
- District Council 82 Painting Industry Pension Plan (MN) $319M · 939
- Ceridian Retirement Plan (MN) $320M · 44
- Teamsters National Pipe Line Pension Plan (MN) $318M · 1,119
Similar participant headcount
Nearest other-state filings by covered participants (6,992 participants); asset peers above are excluded.
- Pension Plan of L'oreal USA, Inc. (NJ) 7,011 · 19 off
- Grant Thornton Advisors LLC Employees' Retirement Plan (IL) 6,969 · 23 off
- Indiana State Council of Carpenters Pension Fund (MI) 6,965 · 27 off
- Twin City Hospital Workers Pension Plan (MN) 7,020 · 28 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.