Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua

Defined Benefit (Pension) · DOL Form 5500 · 2024

What the Filing Says About Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua

Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua is a Defined Benefit (Pension) retirement plan sponsored by Hale Makua, headquartered in Hawaii. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $416K in total end-of-year assets and covers 174 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 990080460, and the plan has been effective since 1974-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets contracted severely from $21M at the beginning of 2024 to $416K at year-end - down 98.0%. Net assets (after liabilities) closed the year at $416K, with reported net income of -$21M 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.

Across the 3 plan years Hale Makua has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $31M to $17M, a decline of 44.5%, while reported participants moved from 651 to 574 (-11.8%). The strongest year on file by total sponsor assets was 2023 at $36M; the softest was 2024 at $17M. Year-by-year, sponsor-wide filings show: 2022 - $31M in assets across 3 plans covering 651 participants; 2023 - $36M in assets across 3 plans covering 587 participants; 2024 - $17M in assets across 2 plans covering 574 participants.

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.

How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.