Board of Trustees, Hawaii Operating Engineers retirement plan: assets, participants and fees
What Board of Trustees, Hawaii Operating Engineers' retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Multi-Plan Services Agency, Inc. | Schedule C ↗ |
| Independent auditor | Miller Kaplan Arase LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 570 defined-contribution plans in construction with 1,000 to 4,999 participants.
| Board of Trustees, Hawaii Operating Engineers: employer contribution per participant | $2,822 | |
| Peer median | $2,900 |
| Board of Trustees, Hawaii Operating Engineers: average balance | $47,411 | |
| Peer median | $67,876 |
| Board of Trustees, Hawaii Operating Engineers: admin expenses ÷ assets | 0.55% | |
| Peer median | 0.26% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $165M at the end of plan year 2023 to $177M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,728 | $177M | $10.5M | $2,822 | 0.55% | Not published | Form 5500 ↗ |
| 2023 | 3,582 | $165M | $10.2M | $2,842 | 0.62% | Not published | Form 5500 ↗ |
Common questions
Does Board of Trustees, Hawaii Operating Engineers match 401(k) contributions?
The match terms for the Hawaii Annuity Trust Fund for Operating Engineers have not been published from its filing yet. The plan year 2024 filing reports $10.5M in employer contributions, about $2,822 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Board of Trustees, Hawaii Operating Engineers 401(k) match vested?
The vesting schedule for the Hawaii Annuity Trust Fund for Operating Engineers is not in the data published so far. Your Summary Plan Description states it.
Who manages the Board of Trustees, Hawaii Operating Engineers 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Multi-Plan Services Agency, Inc.. The plan administrator is Board of Trustees, Hawaii Operating Engineers.
I left Board of Trustees, Hawaii Operating Engineers. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Board of Trustees, Hawaii Operating Engineers, (310) 941-2917) or the recordkeeper, Multi-Plan Services Agency, Inc.. The Board of Trustees, Hawaii Operating Engineers old 401(k) page lists the contacts from every plan filing. Find an old Board of Trustees, Hawaii Operating Engineers 401(k)
Data from the public Form 5500 annual reports Board of Trustees, Hawaii Operating Engineers filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Board of Trustees, Hawaii Operating Engineers. Not financial advice. Report a correction · Methodology