Defined Benefit (Pension) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$705M
Total assets Above avg plan size
7,370
Participants Very large workforce
98th
Percentile by assets National rank
$95,658
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

$705M in assets, 7,370 participants

Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio's Hotel Union and Hotel Industry of Hawaii Pension Plan reported $705M in total assets and 7,370 participants in its 2023 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.

  • #3,811 in Food Services & Accommodation (3,828 peers)

Coverage in Hawaii

Hotel Union and Hotel Industry of Hawaii Pension Plan covers 7,370 participants in Hawaii, 19x the typical Hawaii plan (state average ~380 per filing). Assets: $705M.

#3,811
in Food Services & Accommodation (3,828 peers)
+12.2%
assets growth YoY
7.1×
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 2023 · DOL Form 5500

$704,996,682 Top 2% higher than 98% of 127,068 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 2023

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

Plan-year 2023 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 (7,370 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hotel Union and Hotel Industry of Hawaii Pension Plan reported net income rose from $32M in the plan year 2022 filing to $77M in the plan year 2023 filing.
  • Hotel Union and Hotel Industry of Hawaii Pension Plan end-of-year assets rose from $628M in the plan year 2022 filing to $705M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 996024339 · Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio PY 2023 · Defined Benefit (Pension)

Hotel Union and Hotel Industry of Hawaii Pension Plan · $705M · 7,370 · 98th

  • EIN $705M
  • EIN 7,370
  • EIN 98th
  • EIN Defined Benefit (Pension)
  • EIN near Pension Plan of Independence Blue Cross
  • EIN ind #3811

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

Mea-Messa-Mea Financial Services Staff Retirement Plan & TrustMea-Messa-Mea Financial Serv…$708MPension Plan of Independence Blue CrossPension Plan of Independence…$705MHotel Union and Hotel Industry of Hawaii Pension PlanHotel Union and Hotel Indust…$705MCommunity Hospital of the Monterey Peninsula Retirement PlanCommunity Hospital of the Mo…$704MPension Plan for Employees of American Water Works Company, Inc. & Its Designated SubsidiariesPension Plan for Employees o…$703M
End-of-year total assets ($M) among Hotel Union and Hotel Industry of Hawaii Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$628M
Net Assets (End of Year)$705M
Net Income$77M
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): 0.704996682 · Participants: 7370Hotel Union and Hotel Industry of Hawaii Pension PlanRetirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries, Total assets ($B): 1.91180259 · Participants: 2406Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating SubsidiariesPamcah-Ua Local 675 Pension Plan, Total assets ($B): 0.574975486 · Participants: 1505Pamcah-Ua Local 675 Pension PlanThe Queen's Health Systems Pension Plan, Total assets ($B): 0.505374398 · Participants: 5037The Queen's Health Systems Pension PlanHawaii Pacific Health Retirement Plan, Total assets ($B): 0.452484278 · Participants: 5550Hawaii Pacific Health Retirement PlanPamcah-Ua Local 675 Pension Plan, Total assets ($B): 0.446234538 · Participants: 1583Pamcah-Ua Local 675 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 $705M in end-of-year assets across 7,370 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 $95,658 per participant (69% of the national average assets-per-participant) . Net income for plan year 2023 was $77M.

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 This page
2024 · index core 7,636 $763M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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 Pension Plan of Independence Blue Cross in PA ($705M); by covered participants it is The Northwestern Mutual Life Insurance Company Agents Retirement Plan in WI (7,368 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,370 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Hotel Union and Hotel Industry of Hawaii Pension Plan grew at a solid clip - up 12.2% during 2023, from $628M to $705M. Reported net income was $77M.
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 127,072 plans that reported assets for plan year 2023 (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 Pension Plan of Independence Blue Cross in PA ($705M, 1,292 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 (7,368 participants, $2.1B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.