Profit Sharing · DOL Form 5500 · 2024

Hawaii Sheet Metal Workers Annuity Profit Sharing Fund Profit Sharing Plan

Data updated 2026-07-24

$109M
Total assets: 571
Participants: 91st
Percentile by assets: $190,677
Avg per participant

Official DOL plan name: Hawaii Sheet Metal Workers Annuity Profit Sharing · Sponsored by Hawaii Sheet Metal Workers Annuity Profit Sharing Fund · Hawaii · Construction

$109M in assets, 571 participants

Hawaii Sheet Metal Workers Annuity Profit Sharing Fund's Hawaii Sheet Metal Workers Annuity Profit Sharing reported $109M in total assets and 571 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

91st percentile by assets (of 116,472 plans)

Where Hawaii Sheet Metal Workers Annuity Profit Sharing sits by assets

Hawaii Sheet Metal Workers Annuity Profit Sharing sits in the top 10% of all filed plans by assets, $109M for 571 participants (~$190,677/participant), up 0.5% in 2024.

$109M
total plan assets (2024 EOY): 571
covered participants: 91st
percentile by assets (of 116,472 plans): $190,677
avg assets per participant

Hawaii Sheet Metal Workers Annuity Profit Sharing reported net income rose from $42K in the plan year 2023 filing to $680K in the plan year 2024 filing.
Hawaii Sheet Metal Workers Annuity Profit Sharing reported participants rose from 514 in the plan year 2023 filing to 571 in the plan year 2024 filing.
Hawaii Sheet Metal Workers Annuity Profit Sharing end-of-year assets rose from $108M in the plan year 2023 filing to $109M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Hawaii

Industry

Construction

Hawaii Sheet Metal Workers Annuity Profit Sharing vs the 2024 asset distribution

By assets, Hawaii Sheet Metal Workers Annuity Profit Sharing outranks 91% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.1x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$108M
Net Assets (End of Year)	$109M
Net Income	$680K
Employer EIN	996027785
Plan Effective Date	2012-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Hawaii Sheet Metal Workers Annuity Profit Sharing Fund)

Total plan assets by year, all Hawaii Sheet Metal Workers Annuity Profit Sharing Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	519	$109M
2023	1	514	$108M
2024	1	571	$109M

Nearby Profit Sharing Plans in Hawaii

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Hawaii Sheet Metal Workers Annuity Profit Sharing vs. nearby Profit Sharing plans in Hawaii, assets vs. participants

Simplicityhr 401(k) Retirement Savings Plan $102M · 1,505
Hawaiiusa Fcu Retirement Plan $62M · 395
Hawaiian Dredging Construction Company Profit Sharing Plan $41M · 308
Hawaii Island Community Health Center 403(b) Plan $13M · 441
Davis Levin Livingston, Attorneys at Law Profit Sharing Plan $12M · 14

Compare Hawaii Sheet Metal Workers Annuity Profi… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Hawaii Sheet Metal Workers Annuity Profit Sharing by total assets, not by location.

Cape Regional Medical Center Defined Contribution Retirement Plan (NJ) $109M · 1,040
Stowers Group Retirement Plan (MO) $109M · 432
Retirement Plan for Employees of Howardcenter (VT) $110M · 1,261
Mbi, Inc. Profit Sharing Plan & Trust (CT) $110M · 314

Frequently Asked Questions

How did Hawaii Sheet Metal Workers Annuity Profit Sharing assets move in 2024? ▼

Hawaii Sheet Metal Workers Annuity Profit Sharing held essentially flat - up 0.5% during 2024, from $108M to $109M. Reported net income was $680K.

How have Hawaii Sheet Metal Workers Annuity Profit Sharing Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Hawaii Sheet Metal Workers Annuity Profit Sharing Fund's sponsor-wide assets grew 0.3%, from $109M to $109M.

Where does Hawaii Sheet Metal Workers Annuity Profit Sharing rank by assets among Form 5500 filers? ▼

Hawaii Sheet Metal Workers Annuity Profit Sharing ranks in the 91st percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Hawaii Sheet Metal Workers Annuity Profit Sharing? ▼

Among Profit Sharing plans in other states, the closest by assets is Cape Regional Medical Center Defined Contribution Retirement Plan in NJ ($109M, 1,040 participants).

Next read for Hawaii Sheet Metal Workers Annuity Profi…

Scale reading

Ways to act on Hawaii Sheet Metal Workers Annuity Profit Sharing's numbers.

By total assets, Hawaii Sheet Metal Workers Annuity Profit Sharing ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Hawaii. Compare plans
Hawaii Sheet Metal Workers Annuity Profit Sharing Fund's sponsor-wide assets have grown 0.3% 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 996027785.

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.