Money Purchase · DOL Form 5500 · 2024

Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund Money Purchase Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
626
Participants Below avg headcount
86th
Percentile by assets National rank
$95,414
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hawaii Iron Workers' Annuity Plan · Sponsored by Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund · Hawaii · Construction

$60M in assets, 626 participants

Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund's Hawaii Iron Workers' Annuity Plan reported $60M in total assets and 626 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,603 in Construction (9,039 peers)

Where Hawaii Iron Workers' Annuity Plan sits by assets

Hawaii Iron Workers' Annuity Plan sits in the top quartile of all filed plans by assets, $60M for 626 participants (~$95,414/participant), up 5.4% in 2024.

#7,603
in Construction (9,039 peers)
+5.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Hawaii Iron Workers' Annuity Plan's outsized position by total assets

Hawaii Iron Workers' Annuity Plan vs every filed plan by assets

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

$59,729,217 Top 14% higher than 86% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Hawaii Iron Workers' 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 Iron Workers' Annuity Plan sits mid-pack in the medium band (626 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hawaii Iron Workers' Annuity Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Hawaii Iron Workers' Annuity Plan reported participants rose from 558 in the plan year 2023 filing to 626 in the plan year 2024 filing.
  • Hawaii Iron Workers' Annuity Plan end-of-year assets rose from $57M in the plan year 2023 filing to $60M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 990176931 · Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund PY 2024 · Money Purchase

Hawaii Iron Workers' Annuity Plan · $60M · 626 · 86th

  • PHOTO $60M
  • PHOTO 626
  • PHOTO 86th
  • PHOTO Money Purchase
  • PHOTO near IBEW Local 13 Retirement Plan
  • PHOTO ind #7603

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 Iron Workers' Annuity Plan in the asset neighbourhood

Cement Masons' Local 502 and Plasterers' Area 5 anCement Masons' Local 502 and…$60MQlarant Money Purchase Pension PlanQlarant Money Purchase Pensi…$60MMedela LLC Employees Pension PlanMedela LLC Employees Pension…$60MHawaii Iron Workers' Annuity PlanHawaii Iron Workers' Annuity…$60MIBEW Local 13 Retirement Plan$60M
End-of-year total assets ($M) among Hawaii Iron Workers' Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$59M
Net Income$3M
Employer EIN990176931
Plan Effective Date1977-04-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$60M 13.424011192379234% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $52.7M $59.7M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 614 $53M
2023 1 558 $57M
2024 1 626 $60M

Nearby Money Purchase Plans in Hawaii

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

Hawaii Iron Workers' Annuity Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600800 Total assets ($M) Participants Hawaii Iron Workers' Annuity Plan, Total assets ($M): 59.729217 · Participants: 626Hawaii Iron Workers' Annuity PlanHawaii Carpenters Financial Security Fund, Total assets ($M): 662.307261 · Participants: 4066Hawaii Carpenters Financial Security FundPamcah-Ua Local 675 Annuity Plan, Total assets ($M): 383.224142 · Participants: 1504Pamcah-Ua Local 675 Annuity PlanHawaii Laborers' Annuity Fund, Total assets ($M): 304.778375 · Participants: 3391Hawaii Laborers' Annuity FundHawaii Masons and Plasterers Annuity Plan, Total assets ($M): 126.877612 · Participants: 1143Hawaii Masons and Plasterers Annuity PlanFirst Hawaiian, Inc. Future Plan, Total assets ($M): 126.743054 · Participants: 1815First Hawaiian, Inc. Future Plan
Hawaii Iron Workers' Annuity Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants

Hawaii Iron Workers' Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Hawaii, the nearest Money Purchase by assets is IBEW Local 13 Retirement Plan in IA ($60M); by covered participants it is IBEW Local No. 223 Deferred Income Plan in CT (631 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Similar participant headcount

Nearest other-state filings by covered participants (626 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.

Frequently Asked Questions

How did Hawaii Iron Workers' Annuity Plan assets move in 2024?
Hawaii Iron Workers' Annuity Plan grew at a solid clip - up 5.4% during 2024, from $57M to $60M. Reported net income was $3M.
How have Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund's sponsor-wide assets grew 13.4%, from $53M to $60M.
Where does Hawaii Iron Workers' Annuity Plan rank by assets among Form 5500 filers?
Hawaii Iron Workers' Annuity Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Hawaii Iron Workers' Annuity Plan?
Among Money Purchase plans in other states, the closest by assets is IBEW Local 13 Retirement Plan in IA ($60M, 270 participants).
Which Money Purchase plans cover a similar participant headcount to Hawaii Iron Workers' Annuity Plan?
Among Money Purchase plans in other states, the closest by covered participants is IBEW Local No. 223 Deferred Income Plan in CT (631 participants, $30M in assets).