Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, San Diego Unite - Here Pension Fund Pension Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 1,655
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $25,734
- Avg per participant Low balance/head
Official DOL plan name: San Diego Unite - Here Pension Fund · Sponsored by Board of Trustees, San Diego Unite - Here Pension Fund · California · Food Services & Accommodation
$43M in assets, 1,655 participants
Board of Trustees, San Diego Unite - Here Pension Fund's San Diego Unite - Here Pension Fund reported $43M in total assets and 1,655 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #4,440 in Food Services & Accommodation (4,592 peers)
Coverage in California
San Diego Unite - Here Pension Fund covers 1,655 participants in California, 2.6x the typical California plan (state average ~630 per filing). Assets: $43M.
- #4,440
- in Food Services & Accommodation (4,592 peers)
- -14.8%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
San Diego Unite - Here Pension Fund's outsized position by total assets
San Diego Unite - Here Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$42,589,786 Top 13% higher than 87% 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
San Diego Unite - Here Pension 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. San Diego Unite - Here Pension Fund lands in the large band (1,655 participants).
EBSA filing schedule strip
Filing strip 956254718 · Board of Trustees, San Diego Unite - Here Pension Fund PY 2022 · Defined Benefit (Pension)
San Diego Unite - Here Pension Fund · $43M · 1,655 · 87th
- SCH $43M
- SCH 1,655
- SCH 87th
- SCH Defined Benefit (Pension)
- SCH near Ctdu - Pension Fund
- SCH ind #4440
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 →
San Diego Unite - Here Pension Fund in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | -$7M |
| Employer EIN | 956254718 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, San Diego Unite - Here Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees, San Diego Unite - Here Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,655 | $43M |
| 2023 | 1 | 1,650 | N/A |
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
San Diego Unite - Here Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Ctdu - Pension Fund in IL ($43M); by covered participants it is Steamfitters Local #449 Pension Plan in PA (1,653 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- Ctdu - Pension Fund (IL) $43M · 93
- Pension Plan for Union Employees of Fox Television Stations, LLC (NY) $43M · 211
- American Board of Pediatrics, Inc. Pension Plan (NC) $43M · 98
- Sundstrand De Puerto Rico Pension Plan (CT) $43M · 1,053
Similar participant headcount
Nearest other-state filings by covered participants (1,655 participants); asset peers above are excluded.
- Steamfitters Local #449 Pension Plan (PA) 1,653 · 2 off
- Western Connecticut Health Network Pension Plan (CT) 1,657 · 2 off
- Dtts Pension Plan (NY) 1,650 · 5 off
- General Dynamics Retirement Plan (Bath Iron Works) (VA) 1,662 · 7 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.