Profit Sharing · DOL Form 5500 · 2024
Hawaii Sheet Metal Workers Annuity Profit Sharing Fund Profit Sharing Plan
Data updated 2026-08-25
- $109M
- Total assets Near avg plan size
- 571
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $190,677
- Avg per participant Above avg balance/head
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.
- #8,087 in Construction (9,039 peers)
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.
- #8,087
- in Construction (9,039 peers)
- +0.5%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Hawaii Sheet Metal Workers Annuity Profit Sharing's outsized position by total assets
Hawaii Sheet Metal Workers Annuity Profit Sharing vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$108,876,428 Top 9% higher than 91% 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
Hawaii Sheet Metal Workers Annuity Profit Sharing 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 Annuity Profit Sharing sits mid-pack in the medium band (571 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Published 5500 schedule card
Filing strip 996027785 · Hawaii Sheet Metal Workers Annuity Profit Sharing Fund PY 2024 · Profit Sharing
Hawaii Sheet Metal Workers Annuity Profit Sharing · $109M · 571 · 91st
- VS-ST $109M
- VS-ST 571
- VS-ST 91st
- VS-ST Profit Sharing
- VS-ST near Cape Regional Medical Center Defined Contribution Retirement Plan
- VS-ST ind #8087
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 Annuity Profit Sharing in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Hawaii Sheet Metal Workers Annuity Profit Sharing Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $109M 0.3059098960259389% vs 2022
- 2024 filing year
| 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 Electricians Annuity Plan $438M · 2,222
- 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
Hawaii Sheet Metal Workers Annuity Profit Sharing's out-of-state Profit Sharing peers by assets and headcount
Outside Hawaii, the nearest Profit Sharing by assets is Cape Regional Medical Center Defined Contribution Retirement Plan in NJ ($109M); by covered participants it is Ncaa Qualified Savings Plan in IN (571 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($109M here).
- Cape Regional Medical Center Defined Contribution Retirement Plan (NJ) $109M · 1,040
- Stowers Group Retirement Plan (MO) $109M · 432
- Annuity Plan IBEW Local 96 (MD) $109M · 730
- Retirement Plan for Employees of Howardcenter (VT) $110M · 1,261
Similar participant headcount
Nearest other-state filings by covered participants (571 participants); asset peers above are excluded.
- Ncaa Qualified Savings Plan (IN) 571 · 0 off
- Boilermakers Local No. 85 Defined Contribution Retirement Plan (OH) 568 · 3 off
- Black Diamond Networks 401(k) Savings Plan (MA) 568 · 3 off
- Local Union 373 U.a. Annuity Fund (NY) 575 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.