Money Purchase · DOL Form 5500 · 2024
Board of Trustees, Hawaii Operating Engineers Money Purchase Plan
Data updated 2026-08-11
- $177M
- Total assets
- 2,249
- Participants
- 94th
- Percentile by assets
- $78,530
- Avg per participant
Official DOL plan name: Hawaii Annuity Trust Fund for Operating Engineers · Sponsored by Board of Trustees, Hawaii Operating Engineers · California · Construction
$177M in assets, 2,249 participants
Board of Trustees, Hawaii Operating Engineers's Hawaii Annuity Trust Fund for Operating Engineers reported $177M in total assets and 2,249 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #8,366 in Construction (9,039 peers)
Coverage in California
Hawaii Annuity Trust Fund for Operating Engineers covers 2,249 participants in California, 3.6x the typical California plan (state average ~630 per filing). Assets: $177M.
- $177M
- total plan assets (2024 EOY)
- 2,249
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $78,530
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hawaii Annuity Trust Fund for Operating Engineers reported net income fell from $20M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Hawaii Annuity Trust Fund for Operating Engineers reported participants rose from 2,096 in the plan year 2023 filing to 2,249 in the plan year 2024 filing.
- Hawaii Annuity Trust Fund for Operating Engineers end-of-year assets rose from $165M in the plan year 2023 filing to $177M in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Hawaii Annuity Trust Fund for Operating Engineers reports 2,249 participants - 3.6x that state average ($177M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $165M |
|---|---|
| Net Assets (End of Year) | $177M |
| Net Income | $12M |
| Employer EIN | 942959994 |
| Plan Effective Date | 1983-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Hawaii Operating Engineers)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,022 | $145M |
| 2023 | 1 | 2,096 | $165M |
| 2024 | 1 | 2,249 | $177M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Hawaii Annuity Trust Fund for Operating Engineers vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Hawaii Annuity Trust Fund for Operating Engineers by total assets, not by location.
- Sheet Metal Workers Local 91 Annuity Plan (IL) $176M · 638
- Annuity Fund of Wardrobe Attendants Union Local 764 (NY) $177M · 1,879
- Choate, Hall & Stewart LLP Profit-Sharing Retirement Plan (MA) $179M · 314
- Bates College Money Purchase Pension Plan (ME) $173M · 732
Frequently Asked Questions
How did Hawaii Annuity Trust Fund for Operating Engineers assets move in 2024? ▼
How have Board of Trustees, Hawaii Operating Engineers plan assets changed over time? ▼
Where does Hawaii Annuity Trust Fund for Operating Engineers rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Hawaii Annuity Trust Fund for Operating Engineers? ▼
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Filing takeaways
Ways to act on Hawaii Annuity Trust Fund for Operating Engineers's numbers.
- By total assets, Hawaii Annuity Trust Fund for Operating Engineers ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Board of Trustees, Hawaii Operating Engineers's sponsor-wide assets have grown 21.9% since 2022 across 3 plan years on file. More Construction plans