Defined Benefit (Pension) · DOL Form 5500 · 2024
Hale Makua Pension Plan
Data updated 2026-08-25
- $416K
- Total assets Small plan by assets
- 174
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $2,392
- Avg per participant Low balance/head
Official DOL plan name: Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua · Sponsored by Hale Makua · Hawaii · Healthcare & Social Assistance
$416K in assets, 174 participants
Hale Makua's Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua reported $416K in total assets and 174 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.
- #1,965 in Healthcare & Social Assistance (16,916 peers)
Coverage in Hawaii
Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua covers 174 participants in Hawaii, about 46% of the average Hawaii filer (state average ~380 per filing). Assets: $416K.
- #1,965
- in Healthcare & Social Assistance (16,916 peers)
- -98.0%
- assets change YoY
The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua among the smaller filed plans by assets
Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$416,279 16th percentile higher than 16% 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
Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua 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. Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua sits mid-pack in the medium band (174 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua reported net income fell from $3M in the plan year 2023 filing to -$21M in the plan year 2024 filing.
- Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua end-of-year assets fell from $21M in the plan year 2023 filing to $416K in the plan year 2024 filing.
- Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua reported participants rose from 159 in the plan year 2023 filing to 174 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 990080460 · Hale Makua PY 2024 · Defined Benefit (Pension)
Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua · $416K · 174 · 16th
- SCH $416K
- SCH 174
- SCH 16th
- SCH Defined Benefit (Pension)
- SCH near Local One Photoengravers Pension Fund
- SCH ind #1965
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 Healthcare & Social Assistance retirement plans → · Plans in Hawaii →
Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $416K |
| Net Income | -$21M |
| Employer EIN | 990080460 |
| Plan Effective Date | 1974-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hale Makua)
Sponsor-wide plan assets over time
All Hale Makua plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 44.48478321156164% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 651 | $31M |
| 2023 | 3 | 587 | $36M |
| 2024 | 2 | 574 | $17M |
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
Retirement Plan for Bargaining and Non-Bargaining Employees of Hale Makua's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Local One Photoengravers Pension Fund in NY ($418K); by covered participants it is Arc3 Gases Pension Plan in VA (174 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($416K here).
Similar participant headcount
Nearest other-state filings by covered participants (174 participants); asset peers above are excluded.
- Arc3 Gases Pension Plan (VA) 174 · 0 off
- Core Electric Cooperative Variable Annuity Defined Benefit Plan (CO) 174 · 0 off
- Bryce Corporation Pension Plan (TN) 174 · 0 off
- Retirement Plan for Employees of Canton-Potsdam Hospital (NY) 174 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.