Hawaiian Electric Industries 401(k) match, vesting and fees

Plan year 2024 filingHawaiian Electric Industries Retirement Savings Plan · Plan 003 · EIN 99-0208097Updated Oct 2026

What Hawaiian Electric Industries' 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2024 filing reports $7.5M in employer contributions, about $2,425 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2024 Form 5500 ↗
$251,823
Average account balance
3,300
Participants (end of year)
$781M
Plan assets (end of year)
0.05%
Admin expenses ÷ assets

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.

RecordkeeperFidelity Inv Inst Oper Co, Inc.Schedule C ↗
Independent auditorAccuity LLP (unmodified opinion)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

How the plan compares

Plan year 2024 medians for 156 defined-contribution plans in management of companies and enterprises with 1,000 to 4,999 participants.

Hawaiian Electric Industries: employer contribution per participant$2,425
Peer median$2,525
Hawaiian Electric Industries: average balance$251,823
Peer median$101,328
Hawaiian Electric Industries: admin expenses ÷ assets0.05%
Peer median0.10%

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 $685M at the end of plan year 2023 to $781M at the end of plan year 2024.

$685M2023$781M2024
End-of-year figures from each plan year's Form 5500 filing for the Hawaiian Electric Industries plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
20243,300$781M$7.5M$2,4250.05%Not publishedForm 5500 ↗
20233,364$685M$6M$1,9050.06%Not publishedForm 5500 ↗

Other Hawaiian Electric Industries plans (1)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries

Plan 001 · EIN 99-0208097 · plan year 2024 filing
$377,260
Average account balance
5,068
Participants (end of year)
$1.9B
Plan assets (end of year)
0.23%
Admin expenses ÷ assets

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.

Independent auditorCw Associates, Cpas (unmodified opinion, limited scope)Schedule H ↗
Plan type and statusPension (defined benefit) · ActiveForm 5500 ↗

Common questions

Does Hawaiian Electric Industries match 401(k) contributions?

The match terms for the Hawaiian Electric Industries Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $7.5M in employer contributions, about $2,425 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Hawaiian Electric Industries 401(k) match vested?

The vesting schedule for the Hawaiian Electric Industries Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Hawaiian Electric Industries 401(k)?

The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Inv Inst Oper Co, Inc.. The plan administrator is Hawaiian Electric Industries, Inc..

I left Hawaiian Electric Industries. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Hawaiian Electric Industries, Inc., (808) 543-4685) or the recordkeeper, Fidelity Inv Inst Oper Co, Inc.. The Hawaiian Electric Industries old 401(k) page lists the contacts from every plan filing. Find an old Hawaiian Electric Industries 401(k)

Data from the public Form 5500 annual reports Hawaiian Electric Industries 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 Hawaiian Electric Industries. Not financial advice. Report a correction · Methodology