Defined Benefit (Pension) · DOL Form 5500 · 2024

Young Brothers, LLC Pension Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
216
Participants Below avg headcount
89th
Percentile by assets National rank
$383,254
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Young Brothers, Limited Pension Plan · Sponsored by Young Brothers, LLC · Hawaii · Transportation & Warehousing

$83M in assets, 216 participants

Young Brothers, LLC's Young Brothers, Limited Pension Plan reported $83M in total assets and 216 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,865 in Transportation & Warehousing (3,299 peers)

Where Young Brothers, Limited Pension Plan sits by assets

Young Brothers, Limited Pension Plan sits in the top quartile of all filed plans by assets, $83M for 216 participants (~$383,254/participant), up 1.7% in 2024.

#2,865
in Transportation & Warehousing (3,299 peers)
+1.7%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Young Brothers, Limited Pension Plan's outsized position by total assets

Young Brothers, Limited Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$82,782,778 Top 11% higher than 89% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Young Brothers, Limited Pension 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. Young Brothers, Limited Pension Plan sits mid-pack in the medium band (216 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Young Brothers, Limited Pension Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Young Brothers, Limited Pension Plan reported participants rose from 211 in the plan year 2023 filing to 216 in the plan year 2024 filing.
  • Young Brothers, Limited Pension Plan end-of-year assets rose from $81M in the plan year 2023 filing to $83M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 990105204 · Young Brothers, LLC PY 2024 · Defined Benefit (Pension)

Young Brothers, Limited Pension Plan · $83M · 216 · 89th

  • TYPE $83M
  • TYPE 216
  • TYPE 89th
  • TYPE Defined Benefit (Pension)
  • TYPE near Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund
  • TYPE ind #2865

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 Transportation & Warehousing retirement plans → · Plans in Hawaii →

Young Brothers, Limited Pension Plan in the asset neighbourhood

Elbit Systems of America Pension Plan for Employees in the Night Vision Bargaining UnitElbit Systems of America Pen…$83MFederal Signal Corporation Retirement PlanFederal Signal Corporation R…$83MIntl Brotherhood of Elec Work. Loc 58 Sound & CommunicationsIntl Brotherhood of Elec Wor…$83MYoung Brothers, Limited Pension PlanYoung Brothers, Limited Pens…$83MSheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension FundSheet Metal, Air, Rail & Tra…$83M
End-of-year total assets ($M) among Young Brothers, Limited Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$83M
Net Income$1M
Employer EIN990105204
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Young Brothers, LLC)

Sponsor-wide plan assets over time

All Young Brothers, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$83M 6.071315092778465% vs 2022
2024 filing year
$80M$82M$84M$86M$88M$90M 202220232024 $88.1M $82.8M ▼ -6.1%
Year Plans Participants Total Assets
2022 2 221 $88M
2023 2 231 $81M
2024 2 216 $83M

Nearby Defined Benefit (Pension) Plans in Hawaii

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Young Brothers, Limited Pension Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.522.5 Total assets ($B) Participants Young Brothers, Limited Pension Plan, Total assets ($B): 0.082782778 · Participants: 216Young Brothers, Limited Pension PlanRetirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries, Total assets ($B): 1.91294567 · Participants: 2268Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating SubsidiariesHotel Union and Hotel Industry of Hawaii Pension Plan, Total assets ($B): 0.762813335 · Participants: 7636Hotel Union and Hotel Industry of Hawaii Pension PlanPamcah-Ua Local 675 Pension Plan, Total assets ($B): 0.622083628 · Participants: 1532Pamcah-Ua Local 675 Pension PlanThe Queen's Health Systems Pension Plan, Total assets ($B): 0.467943122 · Participants: 4992The Queen's Health Systems Pension PlanHawaii Pacific Health Retirement Plan, Total assets ($B): 0.430124826 · Participants: 5658Hawaii Pacific Health Retirement Plan
Young Brothers, Limited Pension Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
Compare Young Brothers, Limited Pension Plan side-by-side with 3 peers →

Young Brothers, Limited Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund in OH ($83M); by covered participants it is Freight Drivers and Helpers Local Union No. 557 Pension Plan in MD (216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (216 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Young Brothers, Limited Pension Plan assets move in 2024? ▼
Young Brothers, Limited Pension Plan edged up modestly - up 1.7% during 2024, from $81M to $83M. Reported net income was $1M.
How have Young Brothers, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Young Brothers, LLC's sponsor-wide assets declined 6.1%, from $88M to $83M.
Where does Young Brothers, Limited Pension Plan rank by assets among Form 5500 filers? ▼
Young Brothers, Limited Pension Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Young Brothers, Limited Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund in OH ($83M, 199 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Young Brothers, Limited Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Freight Drivers and Helpers Local Union No. 557 Pension Plan in MD (216 participants, $213M in assets).

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 990105204.

Read our methodology - how this data is sourced, computed, and verified.

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