Money Purchase · DOL Form 5500 · 2024

Local 665 I.a.T.S.E. Annuity Plan Money Purchase Plan

Data updated 2026-08-11

$25M
Total assets
785
Participants
74th
Percentile by assets
$31,597
Avg per participant
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Official DOL plan name: Local 665 I.a.T.S.E. Annuity Plan · Sponsored by Local 665 I.a.T.S.E. Annuity Plan · Hawaii · Finance & Insurance

$25M in assets, 785 participants

Local 665 I.a.T.S.E. Annuity Plan's Local 665 I.a.T.S.E. Annuity Plan reported $25M in total assets and 785 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • 74th percentile by assets (of 123,622 plans)
  • #5,159 in Finance & Insurance (8,549 peers)

Coverage in Hawaii

Local 665 I.a.T.S.E. Annuity Plan covers 785 participants in Hawaii, 2.1x the typical Hawaii plan (state average ~380 per filing). Assets: $25M.

$25M
total plan assets (2024 EOY)
785
covered participants
74th
percentile by assets (of 123,622 plans)
$31,597
avg assets per participant

Where Local 665 I.a.T.S.E. Annuity Plan sits by total assets

Local 665 I.a.T.S.E. Annuity Plan vs every filed plan by assets

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

$24,803,918 Top 26% higher than 74% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 665 I.a.T.S.E. Annuity Plan reported net income fell from $2M in the plan year 2023 filing to $154K in the plan year 2024 filing.
  • Local 665 I.a.T.S.E. Annuity Plan reported participants fell from 936 in the plan year 2023 filing to 785 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Hawaii
Industry
Finance & Insurance

Participants vs Hawaii filers

In Hawaii, the average filing covers about 380 participants across 517 plans. Local 665 I.a.T.S.E. Annuity Plan reports 785 participants - 2.1x that state average ($25M EOY assets).

Hawaii filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$25M
Net Income$154K
Employer EIN990228406
Plan Effective Date1983-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Local 665 I.a.T.S.E. Annuity Plan)

$22M$23M$24M$25M 202220232024 $23.1M $24.8M ▲ +7.4%
Total plan assets by year, all Local 665 I.a.T.S.E. Annuity Plan plans on file
Year Plans Participants Total Assets
2022 1 858 $23M
2023 1 936 $25M
2024 1 785 $25M

Nearby Money Purchase Plans in Hawaii

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Local 665 I.a.T.S.E. Annuity Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600800 Total assets ($M) Participants Local 665 I.a.T.S.E.…, Total assets ($M): 24.803918 · Participants: 785Local 665 I.a.T.S.E.…Hawaii Carpenters Fi…, Total assets ($M): 662.307261 · Participants: 4066Hawaii Carpenters Fi…Pamcah-Ua Local 675 …, Total assets ($M): 383.224142 · Participants: 1504Pamcah-Ua Local 675 …Hawaii Laborers' Ann…, Total assets ($M): 304.778375 · Participants: 3391Hawaii Laborers' Ann…Hawaii Masons and Pl…, Total assets ($M): 126.877612 · Participants: 1143Hawaii Masons and Pl…First Hawaiian, Inc.…, Total assets ($M): 126.743054 · Participants: 1815First Hawaiian, Inc.…
Local 665 I.a.T.S.E. Annuity Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants
Compare Local 665 I.a.T.S.E. Annuity Plan side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Local 665 I.a.T.S.E. Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Local 665 I.a.T.S.E. Annuity Plan assets move in 2024? ▼
Local 665 I.a.T.S.E. Annuity Plan held essentially flat - up 0.4% during 2024, from $25M to $25M. Reported net income was $154K.
How have Local 665 I.a.T.S.E. Annuity Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Local 665 I.a.T.S.E. Annuity Plan's sponsor-wide assets grew 7.4%, from $23M to $25M.
Which Money Purchase plans are similar in size to Local 665 I.a.T.S.E. Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Oregon Health & Science University Foundation Pension Plan in OR ($25M, 112 participants).

Next read for Local 665 I.a.T.S.E. Annuity Plan

Filing takeaways

Ways to act on Local 665 I.a.T.S.E. Annuity Plan's numbers.

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 990228406.

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.