Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of Concession & Program Employees Local 468 Pension Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
N/A
Participants Small participant base
28th
Percentile by assets National rank
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Official DOL plan name: Concession & Program Employees Local 468 Pension Plan · Sponsored by Board of Trustees of Concession & Program Employees Local 468 Pension · California · Arts, Entertainment & Recreation

$1M in assets, N/A participants

Board of Trustees of Concession & Program Employees Local 468 Pension's Concession & Program Employees Local 468 Pension Plan reported $1M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,535 in Arts, Entertainment & Recreation (3,077 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Concession & Program Employees Local 468 Pension Plan ranks #1,535 of 3,077 2022 filers by assets (2082% of the sector average)-$1M for N/A participants.

#1,535
in Arts, Entertainment & Recreation (3,077 peers)
-13.1%
assets change YoY

The plan reported a net loss of $201K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Concession & Program Employees Local 468 Pension Plan among the smaller filed plans by assets

Concession & Program Employees Local 468 Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,333,467 28th percentile higher than 28% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

DOL schedule card

Filing strip 942364669 · Board of Trustees of Concession & Program Employees Local 468 Pension PY 2022 · Defined Benefit (Pension)

Concession & Program Employees Local 468 Pension Plan · $1M · N/A · 28th

  • 5500 $1M
  • 5500 N/A
  • 5500 28th
  • 5500 Defined Benefit (Pension)
  • 5500 near King Yap, Inc. Defined Benefit Pension Plan
  • 5500 ind #1535

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Concession & Program Employees Local 468 Pension Plan in the asset neighbourhood

Schmidt Financial Group, Inc. Pension PlanSchmidt Financial Group, Inc…$1MEmployees Retirement Plan of Roofers Local 8Employees Retirement Plan of…$1MConcession & Program Employees Local 468 Pension PlanConcession & Program Employe…$1MKing Yap, Inc. Defined Benefit Pension PlanKing Yap, Inc. Defined Benef…$1MThe Wiegand Law Firm, P.C. Pension PlanThe Wiegand Law Firm, P.C. P…$1M
End-of-year total assets ($M) among Concession & Program Employees Local 468 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$201K
Employer EIN942364669
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Concession & Program Employees Local 468 Pension)

Sponsor-wide plan assets over time

All Board of Trustees of Concession & Program Employees Local 468 Pension plans reported in each filing year

Latest sponsor-wide plan assets
$971K 27.210872110070966% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $1.33M $0.97M ▼ -27.1%
Year Plans Participants Total Assets
2022 1 N/A $1M
2023 1 N/A $1M
2024 1 N/A $971K

Nearby Defined Benefit (Pension) Plans in California

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

Concession & Program Employees Local 468 Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Concession & Program Employees Local 468 Pension Plan, Total assets ($B): 0.001333467 · Participants: 0Concession & Program Employees Local 468 Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Concession & Program Employees Local 468 Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Concession & Program Employees Local 468 Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside California, the nearest Defined Benefit (Pension) by end-of-year assets is King Yap, Inc. Defined Benefit Pension Plan in NJ at $1M (this filing: $1M).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Concession & Program Employees Local 468 Pension Plan assets move in 2022?
Concession & Program Employees Local 468 Pension Plan pulled back noticeably - down 13.1% during 2022, from $2M to $1M. Reported net income was -$201K.
How have Board of Trustees of Concession & Program Employees Local 468 Pension plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees of Concession & Program Employees Local 468 Pension's sponsor-wide assets declined 27.2%, from $1M to $971K.
Which Defined Benefit (Pension) plans are similar in size to Concession & Program Employees Local 468 Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is King Yap, Inc. Defined Benefit Pension Plan in NJ ($1M, 2 participants).