Other
2022 plan-year Other DOL Form 5500

Los Angeles Hotel-Restaurant Employer- Union Retirement Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees, Los Angeles Hotel-Restaurant · California · Food Services & Accommodation

What the 2023 filing shows

Los Angeles Hotel-Restaurant Employer- Union Retirement Fund holds $300M for 9,650 participants — about $31,085 per participant, down 12.3% over the 2022 plan year.

$300M
total plan assets (2022 EOY)
9,650
covered participants
$31,085
avg assets per participant
-12.3%
assets change YoY

The plan reported a net loss of $42M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$300M
Participants
9,650
State
Industry
Food Services & Accommodation

What the Filing Says About Los Angeles Hotel-Restaurant Employer- Union Retirement Fund

Los Angeles Hotel-Restaurant Employer- Union Retirement Fund is a Other retirement plan sponsored by Board of Trustees, Los Angeles Hotel-Restaurant, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $300M in total end-of-year assets and covers 9,650 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 956098404, and the plan has been effective since 1956-01-16. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $342M at the beginning of 2022 to $300M at year-end — a decline of 12.3%. Net assets (after liabilities) closed the year at $300M, with reported net income of $-42,143,012 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$342M
Total Assets (End of Year)$300M
Net Assets (End of Year)$300M
Net Income$-42,143,012
Plan TypeOther
Employer EIN956098404
Plan Effective Date1956-01-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Los Angeles Hotel-Restaurant)

Year Plans Participants Total Assets
2022 1 9,650 $300M
2023 1 12,087 $359M
2024 1 14,440 $422M

Nearby Other Plans in California

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Los Angeles Hotel-Restaurant Employer- Union Retirement Fund?
As of the 2022 Form 5500 filing, Los Angeles Hotel-Restaurant Employer- Union Retirement Fund holds $300M in total assets with 9,650 participants. It is sponsored by Board of Trustees, Los Angeles Hotel-Restaurant.
What type of plan is Los Angeles Hotel-Restaurant Employer- Union Retirement Fund?
Los Angeles Hotel-Restaurant Employer- Union Retirement Fund is a Other plan. It has been effective since 1956-01-16. The plan is filed with the U.S. Department of Labor under EIN 956098404.
Who sponsors the Los Angeles Hotel-Restaurant Employer- Union Retirement Fund?
Los Angeles Hotel-Restaurant Employer- Union Retirement Fund is sponsored by Board of Trustees, Los Angeles Hotel-Restaurant, located in California. The sponsor's EIN is 956098404 and the plan operates in the Food Services & Accommodation industry.
How did Los Angeles Hotel-Restaurant Employer- Union Retirement Fund perform in 2022?
Los Angeles Hotel-Restaurant Employer- Union Retirement Fund declined by 12.3% during 2022, moving from $342M to $300M in total assets. Net income was $-42,143,012.
Where can I find official filings for Los Angeles Hotel-Restaurant Employer- Union Retirement Fund?
Official Form 5500 filings for Los Angeles Hotel-Restaurant Employer- Union Retirement Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 956098404 or plan name at efast.dol.gov.
How does Los Angeles Hotel-Restaurant Employer- Union Retirement Fund compare to other plans?
You can compare Los Angeles Hotel-Restaurant Employer- Union Retirement Fund against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 956098404.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.