Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Hershey Entertainment & Resorts Company Cash Balance Pension Plan for Hourly Employees

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

Sponsored by Hershey Entertainment & Resorts Company · Pennsylvania · Food Services & Accommodation

What the 2023 filing shows

Hershey Entertainment & Resorts Company Cash Balance Pension Plan for Hourly Employees holds $15M for 94 participants — about $154,954 per participant, down 23.6% over the 2022 plan year.

$15M
total plan assets (2022 EOY)
94
covered participants
$154,954
avg assets per participant
-23.6%
assets change YoY

The plan reported a net loss of $4M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$15M
Participants
94
State
Industry
Food Services & Accommodation

What the Filing Says About Hershey Entertainment & Resorts Company Cash Balance Pension Plan for Hourly Employees

Hershey Entertainment & Resorts Company Cash Balance Pension Plan for Hourly Employees is a Defined Benefit (Pension) retirement plan sponsored by Hershey Entertainment & Resorts Company, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 94 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 230691815, and the plan has been effective since 1941-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $19M at the beginning of 2022 to $15M at year-end — a decline of 23.6%. Net assets (after liabilities) closed the year at $15M, with reported net income of $-4,499,699 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)$19M
Total Assets (End of Year)$15M
Net Assets (End of Year)$15M
Net Income$-4,499,699
Plan TypeDefined Benefit (Pension)
Employer EIN230691815
Plan Effective Date1941-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hershey Entertainment & Resorts Company)

Year Plans Participants Total Assets
2022 3 2,177 $161M
2023 3 2,565 $191M
2024 3 6,368 $215M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Hershey Entertainment & Resorts Company Cash Balance Pension Plan for Hourly Employees?
As of the 2022 Form 5500 filing, Hershey Entertainment & Resorts Company Cash Balance Pension Plan for Hourly Employees holds $15M in total assets with 94 participants. It is sponsored by Hershey Entertainment & Resorts Company.
What type of plan is Hershey Entertainment & Resorts Company Cash Balance Pension Plan for Hourly Employees?
Hershey Entertainment & Resorts Company Cash Balance Pension Plan for Hourly Employees is a Defined Benefit (Pension) plan. It has been effective since 1941-01-01. The plan is filed with the U.S. Department of Labor under EIN 230691815.
Who sponsors the Hershey Entertainment & Resorts Company Cash Balance Pension Plan for Hourly Employees?
Hershey Entertainment & Resorts Company Cash Balance Pension Plan for Hourly Employees is sponsored by Hershey Entertainment & Resorts Company, located in Pennsylvania. The sponsor's EIN is 230691815 and the plan operates in the Food Services & Accommodation industry.
How did Hershey Entertainment & Resorts Company Cash Balance Pension Plan for Hourly Employees perform in 2022?
Hershey Entertainment & Resorts Company Cash Balance Pension Plan for Hourly Employees declined by 23.6% during 2022, moving from $19M to $15M in total assets. Net income was $-4,499,699.
Where can I find official filings for Hershey Entertainment & Resorts Company Cash Balance Pension Plan for Hourly Employees?
Official Form 5500 filings for Hershey Entertainment & Resorts Company Cash Balance Pension Plan for Hourly Employees are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 230691815 or plan name at efast.dol.gov.
How does Hershey Entertainment & Resorts Company Cash Balance Pension Plan for Hourly Employees compare to other plans?
You can compare Hershey Entertainment & Resorts Company Cash Balance Pension Plan for Hourly Employees against other Defined Benefit (Pension) plans on the plan type page, or view plans in Pennsylvania 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 230691815.

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.