Defined Benefit (Pension) · DOL Form 5500 · 2024
Hawaii Sheet Metal Workers Pension Fund Pension Plan
Data updated 2026-08-06
- $316M
- Total assets
- 455
- Participants
- 96th
- Percentile by assets
- $694,954
- Avg per participant
Official DOL plan name: Hawaii Sheet Metal Workers Pension Fund · Sponsored by Hawaii Sheet Metal Workers Pension Fund · Hawaii · Construction
$316M in assets, 455 participants
Hawaii Sheet Metal Workers Pension Fund's Hawaii Sheet Metal Workers Pension Fund reported $316M in total assets and 455 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.
- 96th percentile by assets (of 116,472 plans)
Where Hawaii Sheet Metal Workers Pension Fund sits by assets
Hawaii Sheet Metal Workers Pension Fund sits in the top 5% of all filed plans by assets, $316M for 455 participants (~$694,954/participant), up 9.4% in 2024.
- $316M
- total plan assets (2024 EOY)
- 455
- covered participants
- 96th
- percentile by assets (of 116,472 plans)
- $694,954
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hawaii Sheet Metal Workers Pension Fund reported net income rose from $10M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Hawaii Sheet Metal Workers Pension Fund end-of-year assets rose from $289M in the plan year 2023 filing to $316M in the plan year 2024 filing.
- Hawaii Sheet Metal Workers Pension Fund reported participants fell from 463 in the plan year 2023 filing to 455 in the plan year 2024 filing.
Hawaii Sheet Metal Workers Pension Fund vs the 2024 asset distribution
By assets, Hawaii Sheet Metal Workers Pension Fund outranks 96% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.2x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $289M |
|---|---|
| Net Assets (End of Year) | $315M |
| Net Income | $27M |
| Employer EIN | 996009479 |
| Plan Effective Date | 1965-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hawaii Sheet Metal Workers Pension Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 464 | $280M |
| 2023 | 1 | 463 | $289M |
| 2024 | 1 | 455 | $316M |
Nearby Defined Benefit (Pension) Plans in Hawaii
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Hawaii Sheet Metal Workers Pension Fund vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
- Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries $1.9B · 2,268
- The Queen's Health Systems Pension Plan $468M · 4,992
- Hawaii Pacific Health Retirement Plan $430M · 5,658
- Hawaii Longshore Pension Plan $430M · 815
- Hawaii Laborers' Pension Trust Fund $426M · 2,381
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Hawaii Sheet Metal Workers Pension Fund by total assets, not by location.
- Sun Chemical Retirement Plan (NJ) $316M · 736
- Major League Baseball - Office Employees Plan (NY) $316M · 537
- Ingredion Pension Plan (IL) $316M · 741
- Wps Pension Plan (WI) $317M · 518
Frequently Asked Questions
How did Hawaii Sheet Metal Workers Pension Fund assets move in 2024? ▼
How have Hawaii Sheet Metal Workers Pension Fund plan assets changed over time? ▼
Where does Hawaii Sheet Metal Workers Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Hawaii Sheet Metal Workers Pension Fund? ▼
Next read for Hawaii Sheet Metal Workers Pension Fund
Scale reading
Ways to act on Hawaii Sheet Metal Workers Pension Fund's numbers.
- By total assets, Hawaii Sheet Metal Workers Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Hawaii. Compare plans
- Hawaii Sheet Metal Workers Pension Fund's sponsor-wide assets have grown 13.1% since 2022 across 3 plan years on file. More Construction plans
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 996009479.
Read our methodology - how this data is sourced, computed, and verified.