Defined Benefit (Pension) · DOL Form 5500 · 2024

Hawaii Sheet Metal Workers Pension Fund Pension Plan

Data updated 2026-08-25

$316M
Total assets Above avg plan size
455
Participants Below avg headcount
96th
Percentile by assets National rank
$694,954
Avg per participant High balance/head
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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.

  • #8,617 in Construction (9,039 peers)

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.

#8,617
in Construction (9,039 peers)
+9.4%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Hawaii Sheet Metal Workers Pension Fund's outsized position by total assets

Hawaii Sheet Metal Workers Pension Fund vs every filed plan by assets

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

$316,203,898 Top 4% higher than 96% 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

Hawaii Sheet Metal Workers Pension Fund 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. Hawaii Sheet Metal Workers Pension Fund sits mid-pack in the medium band (455 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 996009479 · Hawaii Sheet Metal Workers Pension Fund PY 2024 · Defined Benefit (Pension)

Hawaii Sheet Metal Workers Pension Fund · $316M · 455 · 96th

  • NET $316M
  • NET 455
  • NET 96th
  • NET Defined Benefit (Pension)
  • NET near Sun Chemical Retirement Plan
  • NET ind #8617

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 Construction retirement plans → · Plans in Hawaii →

Hawaii Sheet Metal Workers Pension Fund in the asset neighbourhood

Wps Pension Plan$317MMajor League Baseball - Office Employees PlanMajor League Baseball - Offi…$316MSun Chemical Retirement Plan$316MHawaii Sheet Metal Workers Pension FundHawaii Sheet Metal Workers P…$316MIngredion Pension Plan$316M
End-of-year total assets ($M) among Hawaii Sheet Metal Workers Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$289M
Net Assets (End of Year)$315M
Net Income$27M
Employer EIN996009479
Plan Effective Date1965-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hawaii Sheet Metal Workers Pension Fund)

Sponsor-wide plan assets over time

All Hawaii Sheet Metal Workers Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$316M 13.130682857220924% vs 2022
2024 filing year
$260M$280M$300M$320M 202220232024 $280M $316M ▲ +13.1%
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 Scatter plot of 6 data points. 02000400060008000 00.511.52 Total assets ($B) Participants Hawaii Sheet Metal Workers Pension Fund, Total assets ($B): 0.316203898 · Participants: 455Hawaii Sheet Metal Workers Pension FundRetirement 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
Hawaii Sheet Metal Workers Pension Fund vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
Compare Hawaii Sheet Metal Workers Pension Fund side-by-side with 3 peers →

Hawaii Sheet Metal Workers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Sun Chemical Retirement Plan in NJ ($316M); by covered participants it is Laborers Local 231 Pension Plan in IL (455 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($316M here).

Similar participant headcount

Nearest other-state filings by covered participants (455 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 Hawaii Sheet Metal Workers Pension Fund assets move in 2024? ▼
Hawaii Sheet Metal Workers Pension Fund grew at a solid clip - up 9.4% during 2024, from $289M to $316M. Reported net income was $27M.
How have Hawaii Sheet Metal Workers Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hawaii Sheet Metal Workers Pension Fund's sponsor-wide assets grew 13.1%, from $280M to $316M.
Where does Hawaii Sheet Metal Workers Pension Fund rank by assets among Form 5500 filers? ▼
Hawaii Sheet Metal Workers Pension Fund ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Hawaii Sheet Metal Workers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sun Chemical Retirement Plan in NJ ($316M, 736 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hawaii Sheet Metal Workers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Laborers Local 231 Pension Plan in IL (455 participants, $126M 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 996009479.

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.