Money Purchase · DOL Form 5500 · 2024
Local 665 I.a.T.S.E. Annuity Plan Money Purchase Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 785
- Participants Near avg headcount
- 74th
- Percentile by assets National rank
- $31,597
- Avg per participant Low balance/head
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.
- #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.
- #5,159
- in Finance & Insurance (8,549 peers)
- +0.4%
- assets growth YoY
Local 665 I.a.T.S.E. Annuity Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Local 665 I.a.T.S.E. Annuity Plan 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. Local 665 I.a.T.S.E. Annuity Plan sits mid-pack in the medium band (785 participants).
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.
DOL schedule card
Filing strip 990228406 · Local 665 I.a.T.S.E. Annuity Plan PY 2024 · Money Purchase
Local 665 I.a.T.S.E. Annuity Plan · $25M · 785 · 74th
- PHOTO $25M
- PHOTO 785
- PHOTO 74th
- PHOTO Money Purchase
- PHOTO near Oregon Health & Science University Foundation Pension Plan
- PHOTO ind #5159
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 Finance & Insurance retirement plans → · Plans in Hawaii →
Local 665 I.a.T.S.E. Annuity Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $154K |
| Employer EIN | 990228406 |
| Plan Effective Date | 1983-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Local 665 I.a.T.S.E. Annuity Plan)
Sponsor-wide plan assets over time
All Local 665 I.a.T.S.E. Annuity Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 7.39216336824918% vs 2022
- 2024 filing year
| 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.
- Hawaii Carpenters Financial Security Fund $662M · 4,066
- Pamcah-Ua Local 675 Annuity Plan $383M · 1,504
- Hawaii Laborers' Annuity Fund $305M · 3,391
- Hawaii Masons and Plasterers Annuity Plan $127M · 1,143
- First Hawaiian, Inc. Future Plan $127M · 1,815
Local 665 I.a.T.S.E. Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside Hawaii, the nearest Money Purchase by assets is Oregon Health & Science University Foundation Pension Plan in OR ($25M); by covered participants it is IBEW Local 508 Pension Fund in GA (786 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Oregon Health & Science University Foundation Pension Plan (OR) $25M · 112
- Retirement Plan for Employees of the Peterson Institute for International Economics (DC) $25M · 49
- Plumbers & Pipefitters Union Local 178 Money Purchase Plan (MO) $25M · 303
- Charles R. Drew University of Medicine and Science Money Purchase Pension Plan (CA) $25M · 105
Similar participant headcount
Nearest other-state filings by covered participants (785 participants); asset peers above are excluded.
- IBEW Local 508 Pension Fund (GA) 786 · 1 off
- Michiana Area Electrical Workers' Money Purchase Plan (MI) 782 · 3 off
- Tinker Federal Credit Union Target Benefit Plan (OK) 796 · 11 off
- I.a.T.S.E. Local 3 Annuity Fund (PA) 798 · 13 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.