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
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
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.
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $3M |
| Employer EIN | 990176931 |
| Plan Effective Date | 1977-04-28 |
| Filing Status | FILING 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
| 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 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 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).
- IBEW Local 13 Retirement Plan (IA) $60M · 270
- Medela LLC Employees Pension Plan (IL) $60M · 400
- Qlarant Money Purchase Pension Plan (MD) $60M · 487
- Cement Masons' Local 502 and Plasterers' Area 5 an (IL) $60M · 2,237
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.