Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Los Angeles Hotel-Restaurant Pension Plan
Data updated 2026-08-25
- $300M
- Total assets Above avg plan size
- 9,650
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $31,085
- Avg per participant Low balance/head
Official DOL plan name: Los Angeles Hotel-Restaurant Employer- Union Retirement Fund · Sponsored by Board of Trustees, Los Angeles Hotel-Restaurant · California · Food Services & Accommodation
$300M in assets, 9,650 participants
Board of Trustees, Los Angeles Hotel-Restaurant's Los Angeles Hotel-Restaurant Employer- Union Retirement Fund reported $300M in total assets and 9,650 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #4,559 in Food Services & Accommodation (4,592 peers)
Coverage in California
Los Angeles Hotel-Restaurant Employer- Union Retirement Fund covers 9,650 participants in California, 15x the typical California plan (state average ~630 per filing). Assets: $300M.
- #4,559
- in Food Services & Accommodation (4,592 peers)
- -12.3%
- assets change YoY
- 3.0×
- vs typical plan assets (national mean)
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.
Los Angeles Hotel-Restaurant Employer- Union Retirement Fund's outsized position by total assets
Los Angeles Hotel-Restaurant Employer- Union Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$299,971,775 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Los Angeles Hotel-Restaurant Employer- Union Retirement Fund's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Los Angeles Hotel-Restaurant Employer- Union Retirement Fund lands in the large band (9,650 participants).
EBSA filing schedule strip
Filing strip 956098404 · Board of Trustees, Los Angeles Hotel-Restaurant PY 2022 · Defined Benefit (Pension)
Los Angeles Hotel-Restaurant Employer- Union Retirement Fund · $300M · 9,650 · 97th
- 5500 $300M
- ASSETS 9,650
- PCT 97th
- EIN Defined Benefit (Pension)
- RANK near Sheet Metal Workers Local Union No. 28 Pension Fund
- PHOTO ind #4559
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 Food Services & Accommodation retirement plans → · Plans in California →
Los Angeles Hotel-Restaurant Employer- Union Retirement Fund in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $342M |
|---|---|
| Net Assets (End of Year) | $300M |
| Net Income | -$42M |
| Employer EIN | 956098404 |
| Plan Effective Date | 1956-01-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Los Angeles Hotel-Restaurant)
Sponsor-wide plan assets over time
All Board of Trustees, Los Angeles Hotel-Restaurant plans reported in each filing year
- Latest sponsor-wide plan assets
- $422M 40.586289160038476% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,650 | $300M |
| 2023 | 1 | 12,087 | $359M |
| 2024 | 1 | 14,440 | $422M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Scale composition for Los Angeles Hotel-Restaurant Employer- Union Retirement Fund
Los Angeles Hotel-Restaurant Employer- Union Retirement Fund reports $300M in end-of-year assets across 9,650 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $31,085 per participant (22% of the national average assets-per-participant) . Net income for plan year 2022 was -$42M.
This plan identity (EIN 956098404, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $300M to $422M (+40.6%) while covered participants moved from 9,650 to 14,440 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,650 | $300M | This page |
| 2023 | 12,087 | $359M | Open filing |
| 2024 · index core | 14,440 | $422M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Los Angeles Hotel-Restaurant Employer-Union Retirement Fund (Defined Benefit (Pension), $422M, 14,440 participants)
Los Angeles Hotel-Restaurant Employer- Union Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Sheet Metal Workers Local Union No. 28 Pension Fund in NY ($299M); by covered participants it is Cigna Pension Plan in PA (9,677 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($300M here).
- Sheet Metal Workers Local Union No. 28 Pension Fund (NY) $299M · 2,561
- Retirement Plan for Employees of Intermountain Power Service Corporation (UT) $301M · 342
- Unity Health System Retirement Plan (NY) $301M · 3,842
- Employees' Retirement Plan of Newyork-Presbyterian Westchester Hospital (NY) $301M · 1,036
Similar participant headcount
Nearest other-state filings by covered participants (9,650 participants); asset peers above are excluded.
- Cigna Pension Plan (PA) 9,677 · 27 off
- Eighth District Electrical Pension Fund (NV) 9,607 · 43 off
- Ufcw-Giant Variable Annuity Fund (MD) 9,713 · 63 off
- Building Trades United Pension Trust Fund Milwaukee and Vicinity (WI) 9,724 · 74 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.