Money Purchase · DOL Form 5500 · 2024
Board of Trustees, Hawaii Operating Engineers Money Purchase Plan
Data updated 2026-08-25
- $177M
- Total assets Near avg plan size
- 2,249
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $78,530
- Avg per participant Below avg balance/head
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.
- #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.
- #8,366
- in Construction (9,039 peers)
- +7.0%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Hawaii Annuity Trust Fund for Operating Engineers's outsized position by total assets
Hawaii Annuity Trust Fund for Operating Engineers vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$176,614,221 Top 6% higher than 94% 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 Annuity Trust Fund for Operating Engineers'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. Hawaii Annuity Trust Fund for Operating Engineers lands in the large band (2,249 participants).
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.
EBSA filing schedule strip
Filing strip 942959994 · Board of Trustees, Hawaii Operating Engineers PY 2024 · Money Purchase
Hawaii Annuity Trust Fund for Operating Engineers · $177M · 2,249 · 94th
- EIN $177M
- EIN 2,249
- EIN 94th
- EIN Money Purchase
- EIN near Sheet Metal Workers Local 91 Annuity Plan
- EIN ind #8366
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 California →
Hawaii Annuity Trust Fund for Operating Engineers in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees, Hawaii Operating Engineers plans reported in each filing year
- Latest sponsor-wide plan assets
- $177M 21.930611065703783% vs 2022
- 2024 filing year
| 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.
- 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
Hawaii Annuity Trust Fund for Operating Engineers's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Sheet Metal Workers Local 91 Annuity Plan in IL ($176M); by covered participants it is Cement Masons' Local 502 and Plasterers' Area 5 an in IL (2,237 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($177M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,249 participants); asset peers above are excluded.
- Cement Masons' Local 502 and Plasterers' Area 5 an (IL) 2,237 · 12 off
- Teamsters Local 777 Severance and Retirement Plan (IL) 2,233 · 16 off
- Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan (OK) 2,210 · 39 off
- Plumbers & Pipefitters Local 9 Surety Plan (NJ) 2,205 · 44 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.