Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio Pension Plan
Data updated 2026-08-11
- $763M
- Total assets
- 7,636
- Participants
- 98th
- Percentile by assets
- $99,897
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $763M
- total plan assets (2024 EOY)
- 7,636
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $99,897
- avg assets per participant
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.
Participants vs Hawaii filers
In Hawaii, the average filing covers about 380 participants across 517 plans. Hotel Union and Hotel Industry of Hawaii Pension Plan reports 7,636 participants - 20x that state average ($763M EOY assets).
Hawaii filing particulars
| Total Assets (Beginning of Year) | $705M |
|---|---|
| Net Assets (End of Year) | $763M |
| Net Income | $58M |
| Employer EIN | 996024339 |
| Plan Effective Date | 1962-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio)
| 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
- Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries $1.9B · 2,268
- Pamcah-Ua Local 675 Pension Plan $622M · 1,532
- The Queen's Health Systems Pension Plan $468M · 4,992
- Hawaii Pacific Health Retirement Plan $430M · 5,658
- Hawaii Longshore Pension Plan $430M · 815
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 |
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Hotel Union and Hotel Industry of Hawaii Pension Plan by total assets, not by location.
- Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 (PA) $762M · 1,859
- Community Hospital of the Monterey Peninsula Retirement Plan (CA) $764M · 832
- American Maritime Officers Pension Plan (FL) $765M · 916
- International Union of Operating Engineers Local Union No. 478, a-C-D-E Pension Plan (CT) $759M · 2,388
Frequently Asked Questions
How did Hotel Union and Hotel Industry of Hawaii Pension Plan assets move in 2024? ▼
How have Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio plan assets changed over time? ▼
Where does Hotel Union and Hotel Industry of Hawaii Pension Plan rank by assets among Form 5500 filers? ▼
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Next read for Hotel Union and Hotel Industry of Hawaii…
Filing takeaways
Ways to act on Hotel Union and Hotel Industry of Hawaii Pension Plan's numbers.
- By total assets, Hotel Union and Hotel Industry of Hawaii Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Hawaii. Compare plans
- Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio's sponsor-wide assets have grown 21.4% since 2022 across 3 plan years on file. More Food Services & Accommodation plans