401(k)
2024 plan-year 401(k) DOL Form 5500

HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING FUND

This 401(k) plan holds $109M in total assets and serves 571 participants as of 2024. It is sponsored by HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING FUND in Hawaii. The plan reported positive net income of $680K for the year.

Total Assets (2023)
$109M
Participants
571
State
Industry
Construction

What the Filing Says About HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING

HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING is a 401(k) retirement plan sponsored by HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING FUND, headquartered in Hawaii. As of the 2024 Form 5500 filing, the plan reports $109M in total end-of-year assets and covers 571 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 996027785, and the plan has been effective since 2012-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $108M at the beginning of 2024 to $109M at year-end — a gain of 0.5%. Net assets (after liabilities) closed the year at $109M, with reported net income of $680K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$108M
Total Assets (End of Year)$109M
Net Assets (End of Year)$109M
Net Income$680K
Plan Type401(k)
Employer EIN996027785
Plan Effective Date2012-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING FUND)

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

Nearby 401(k) Plans in Hawaii

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING?
As of the 2024 Form 5500 filing, HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING holds $109M in total assets with 571 participants. It is sponsored by HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING FUND.
What type of plan is HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING?
HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING is a 401(k) plan. It has been effective since 2012-12-01. The plan is filed with the U.S. Department of Labor under EIN 996027785.
Who sponsors the HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING?
HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING is sponsored by HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING FUND, located in Hawaii. The sponsor's EIN is 996027785 and the plan operates in the Construction industry.
How did HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING perform in 2024?
HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING grew by 0.5% during 2024, moving from $108M to $109M in total assets. Net income was $680K.
Where can I find official filings for HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING?
Official Form 5500 filings for HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 996027785 or plan name at efast.dol.gov.
How does HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING compare to other plans?
You can compare HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING against other 401(k) plans on the plan type page, or view plans in Hawaii on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.