Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio Pension Plan

Data updated 2026-08-25

$763M
Total assets Above avg plan size
7,636
Participants Very large workforce
98th
Percentile by assets National rank
$99,897
Avg per participant Below avg balance/head
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Official DOL plan name: Hotel Union and Hotel Industry of Hawaii Pension Plan · Sponsored by Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio · Hawaii · Food Services & Accommodation

$763M in assets, 7,636 participants

Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio's Hotel Union and Hotel Industry of Hawaii Pension Plan reported $763M in total assets and 7,636 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,655 in Food Services & Accommodation (3,672 peers)

Coverage in Hawaii

Hotel Union and Hotel Industry of Hawaii Pension Plan covers 7,636 participants in Hawaii, 20x the typical Hawaii plan (state average ~380 per filing). Assets: $763M.

#3,655
in Food Services & Accommodation (3,672 peers)
+8.2%
assets growth YoY
7.7×
vs typical plan assets (national mean)

Hotel Union and Hotel Industry of Hawaii Pension Plan's outsized position by total assets

Hotel Union and Hotel Industry of Hawaii Pension Plan vs every filed plan by assets

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

$762,813,335 Top 2% higher than 98% 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

Hotel Union and Hotel Industry of Hawaii Pension Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hotel Union and Hotel Industry of Hawaii Pension Plan lands in the large band (7,636 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hotel Union and Hotel Industry of Hawaii Pension Plan reported net income fell from $77M in the plan year 2023 filing to $58M in the plan year 2024 filing.
  • Hotel Union and Hotel Industry of Hawaii Pension Plan end-of-year assets rose from $705M in the plan year 2023 filing to $763M in the plan year 2024 filing.
  • Hotel Union and Hotel Industry of Hawaii Pension Plan reported participants rose from 7,370 in the plan year 2023 filing to 7,636 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 996024339 · Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio PY 2024 · Defined Benefit (Pension)

Hotel Union and Hotel Industry of Hawaii Pension Plan · $763M · 7,636 · 98th

  • PART $763M
  • TYPE 7,636
  • NET 98th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008
  • BOY ind #3655

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 Food Services & Accommodation retirement plans → · Plans in Hawaii →

Hotel Union and Hotel Industry of Hawaii Pension Plan in the asset neighbourhood

American Maritime Officers Pension PlanAmerican Maritime Officers P…$765MCommunity Hospital of the Monterey Peninsula Retirement PlanCommunity Hospital of the Mo…$764MHotel Union and Hotel Industry of Hawaii Pension PlanHotel Union and Hotel Indust…$763MLincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008Lincoln National Corporation…$762MInternational Union of Operating Engineers Local Union No. 478, a-C-D-E Pension PlanInternational Union of Opera…$759M
End-of-year total assets ($M) among Hotel Union and Hotel Industry of Hawaii Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Hawaii filing particulars

Total Assets (Beginning of Year)$705M
Net Assets (End of Year)$763M
Net Income$58M
Employer EIN996024339
Plan Effective Date1962-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio)

Sponsor-wide plan assets over time

All Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio plans reported in each filing year

Latest sponsor-wide plan assets
$763M 21.428338131780695% vs 2022
2024 filing year
$600M$650M$700M$750M$800M 202220232024 $628M $763M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 7,370 $628M
2023 1 7,370 $705M
2024 1 7,636 $763M

Nearby Defined Benefit (Pension) Plans in Hawaii

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Hotel Union and Hotel Industry of Hawaii Pension Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 02000400060008000 00.511.52 Total assets ($B) Participants Hotel Union and Hotel Industry of Hawaii Pension Plan, Total assets ($B): 0.762813335 · Participants: 7636Hotel Union and Hotel Industry of Hawaii Pension PlanRetirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries, Total assets ($B): 1.91294567 · Participants: 2268Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating SubsidiariesPamcah-Ua Local 675 Pension Plan, Total assets ($B): 0.622083628 · Participants: 1532Pamcah-Ua Local 675 Pension PlanThe Queen's Health Systems Pension Plan, Total assets ($B): 0.467943122 · Participants: 4992The Queen's Health Systems Pension PlanHawaii Pacific Health Retirement Plan, Total assets ($B): 0.430124826 · Participants: 5658Hawaii Pacific Health Retirement PlanHawaii Longshore Pension Plan, Total assets ($B): 0.429966296 · Participants: 815Hawaii Longshore Pension Plan
Hotel Union and Hotel Industry of Hawaii Pension Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
Compare Hotel Union and Hotel Industry of Hawaii Pension Plan side-by-side with 3 peers →

Scale composition for Hotel Union and Hotel Industry of Hawaii Pension Plan

Hotel Union and Hotel Industry of Hawaii Pension Plan reports $763M in end-of-year assets across 7,636 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $99,897 per participant (72% of the national average assets-per-participant) . Net income for plan year 2024 was $58M.

This plan identity (EIN 996024339, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $628M to $763M (+21.4%) while covered participants moved from 7,370 to 7,636 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,370 $628M Open filing
2023 7,370 $705M Open filing
2024 · index core 7,636 $763M This page

Hotel Union and Hotel Industry of Hawaii Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 in PA ($762M); by covered participants it is The Northwestern Mutual Life Insurance Company Agents Retirement Plan in WI (7,653 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,636 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 Hotel Union and Hotel Industry of Hawaii Pension Plan assets move in 2024? ▼
Hotel Union and Hotel Industry of Hawaii Pension Plan grew at a solid clip - up 8.2% during 2024, from $705M to $763M. Reported net income was $58M.
How have Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio's sponsor-wide assets grew 21.4%, from $628M to $763M.
Where does Hotel Union and Hotel Industry of Hawaii Pension Plan rank by assets among Form 5500 filers? ▼
Hotel Union and Hotel Industry of Hawaii Pension Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Hotel Union and Hotel Industry of Hawaii Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 in PA ($762M, 1,859 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hotel Union and Hotel Industry of Hawaii Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Northwestern Mutual Life Insurance Company Agents Retirement Plan in WI (7,653 participants, $2.1B in assets).

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 996024339.

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.