Money Purchase · DOL Form 5500 · 2024
Board of Trustees of Hawaii Tapers' Annuity Trust Fund Money Purchase Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 316
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $160,566
- Avg per participant Above avg balance/head
Official DOL plan name: Hawaii Tapers' Annuity Plan · Sponsored by Board of Trustees of Hawaii Tapers' Annuity Trust Fund · Hawaii · Construction
$51M in assets, 316 participants
Board of Trustees of Hawaii Tapers' Annuity Trust Fund's Hawaii Tapers' Annuity Plan reported $51M in total assets and 316 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #7,452 in Construction (9,039 peers)
Where Hawaii Tapers' Annuity Plan sits by assets
Hawaii Tapers' Annuity Plan sits in the top quartile of all filed plans by assets, $51M for 316 participants (~$160,566/participant), up 2.3% in 2024.
- #7,452
- in Construction (9,039 peers)
- +2.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Hawaii Tapers' Annuity Plan's outsized position by total assets
Hawaii Tapers' Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$50,738,809 Top 16% higher than 84% 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 Tapers' 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. Hawaii Tapers' Annuity Plan sits mid-pack in the medium band (316 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hawaii Tapers' Annuity Plan reported net income fell from $6M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Hawaii Tapers' Annuity Plan reported participants fell from 386 in the plan year 2023 filing to 316 in the plan year 2024 filing.
- Hawaii Tapers' Annuity Plan end-of-year assets rose from $50M in the plan year 2023 filing to $51M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 990209408 · Board of Trustees of Hawaii Tapers' Annuity Trust Fund PY 2024 · Money Purchase
Hawaii Tapers' Annuity Plan · $51M · 316 · 84th
- PART $51M
- TYPE 316
- NET 84th
- BOOK Money Purchase
- VS-ST near Kalamazoo County Sheriff's Deputies Association Money Purchase Pension Plan
- BOY ind #7452
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 Tapers' Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $1M |
| Employer EIN | 990209408 |
| Plan Effective Date | 1981-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Hawaii Tapers' Annuity Trust Fund)
Sponsor-wide plan assets over time
All Board of Trustees of Hawaii Tapers' Annuity Trust Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 16.01890022888089% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 380 | $44M |
| 2023 | 1 | 386 | $50M |
| 2024 | 1 | 316 | $51M |
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
Hawaii Tapers' Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside Hawaii, the nearest Money Purchase by assets is Kalamazoo County Sheriff's Deputies Association Money Purchase Pension Plan in MI ($51M); by covered participants it is Miner Enterprises Pension Plan in IL (316 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
- Kalamazoo County Sheriff's Deputies Association Money Purchase Pension Plan (MI) $51M · 193
- South Texas College of Law Houston Defined Contribution Retirement Plan and Trust (TX) $50M · 163
- Insulators & Allied Workers Local 39 Money Purchase Pension Plan (NE) $51M · 174
- IBEW Local 64 Profit Sharing Plan and Trust (OH) $50M · 427
Similar participant headcount
Nearest other-state filings by covered participants (316 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.