Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees, Sacramento Independent Hotel, Pension Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
605
Participants Below avg headcount
81st
Percentile by assets National rank
$41,657
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust · Sponsored by Board of Trustees, Sacramento Independent Hotel, · California · Food Services & Accommodation

$25M in assets, 605 participants

Board of Trustees, Sacramento Independent Hotel,'s Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust reported $25M in total assets and 605 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #4,379 in Food Services & Accommodation (4,592 peers)

Where Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust sits by assets

Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust sits in the top quartile of all filed plans by assets, $25M for 605 participants (~$41,657/participant), down 1.9% in 2022.

#4,379
in Food Services & Accommodation (4,592 peers)
-1.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $509K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust's outsized position by total assets

Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust vs every filed plan by assets

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

$25,202,368 Top 19% higher than 81% 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

Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust sits mid-pack in the medium band (605 participants).

Form 5500 schedule snapshot

Filing strip 946333497 · Board of Trustees, Sacramento Independent Hotel, PY 2022 · Defined Benefit (Pension)

Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust · $25M · 605 · 81st

  • 5500 $25M
  • ASSETS 605
  • PCT 81st
  • EIN Defined Benefit (Pension)
  • RANK near Washington DC Cement Masons' Pension Fund
  • PHOTO ind #4379

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 →

Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust in the asset neighbourhood

Alabama Housing Finance Authority Employees' Pension PlanAlabama Housing Finance Auth…$25MSacramento Independent Hotel, Restaurant & Tavern Employees Pension TrustSacramento Independent Hotel…$25MWashington DC Cement Masons' Pension FundWashington DC Cement Masons'…$25MT. J. Samson Community Hospital, Inc. Retirement PlanT. J. Samson Community Hospi…$25MDefined Benefit Pension Plan of Nyack HospitalDefined Benefit Pension Plan…$25M
End-of-year total assets ($M) among Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$25M
Net Income-$509K
Employer EIN946333497
Plan Effective Date1971-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Sacramento Independent Hotel,)

Sponsor-wide plan assets over time

All Board of Trustees, Sacramento Independent Hotel, plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$10M$20M$30M 20222023 $25.2M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 605 $25M
2023 1 775 N/A

Nearby Defined Benefit (Pension) Plans in California

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

Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust, Total assets ($B): 0.025202368 · Participants: 605Sacramento Independent Hotel, Restaurant & Tavern Employees Pension TrustKaiser 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
Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust side-by-side with 3 peers →

Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Washington DC Cement Masons' Pension Fund in MD ($25M); by covered participants it is Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO in NY (605 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (605 participants); asset peers above are excluded.

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 Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust assets move in 2022? ▼
Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust edged down modestly - down 1.9% during 2022, from $26M to $25M. Reported net income was -$509K.
Where does Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust rank by assets among Form 5500 filers? ▼
Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Washington DC Cement Masons' Pension Fund in MD ($25M, 183 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, AFL-CIO in NY (605 participants, $217M in assets).

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 946333497.

Read our methodology - how this data is sourced, computed, and verified.

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