401(k) · DOL Form 5500 · 2023

Custom House Hotel Co., Ltd. Dba Portola Hotel & S 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
289
Participants Below avg headcount
51st
Percentile by assets National rank
$24,068
Avg per participant Low balance/head
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Official DOL plan name: Portola Hotel & Spa at Monterey Bay 401(k) Plan · Sponsored by Custom House Hotel Co., Ltd. Dba Portola Hotel & S · California · Food Services & Accommodation

$7M in assets, 289 participants

Custom House Hotel Co., Ltd. Dba Portola Hotel & S's Portola Hotel & Spa at Monterey Bay 401(k) Plan reported $7M in total assets and 289 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,136 in Food Services & Accommodation (3,828 peers)

Coverage in California

Portola Hotel & Spa at Monterey Bay 401(k) Plan covers 289 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $7M.

#3,136
in Food Services & Accommodation (3,828 peers)
+25.5%
assets growth YoY

Portola Hotel & Spa at Monterey Bay 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Portola Hotel & Spa at Monterey Bay 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,955,544 Top 49% higher than 51% of 127,068 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 2023

Portola Hotel & Spa at Monterey Bay 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Portola Hotel & Spa at Monterey Bay 401(k) Plan sits mid-pack in the medium band (289 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Portola Hotel & Spa at Monterey Bay 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Portola Hotel & Spa at Monterey Bay 401(k) Plan reported participants rose from 204 in the plan year 2022 filing to 289 in the plan year 2023 filing.
  • Portola Hotel & Spa at Monterey Bay 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860316128 · Custom House Hotel Co., Ltd. Dba Portola Hotel & S PY 2023 · 401(k)

Portola Hotel & Spa at Monterey Bay 401(k) Plan · $7M · 289 · 51st

  • PART $7M
  • PART 289
  • PART 51st
  • PART 401(k)
  • PART near Intelligentsia 401(k) Profit Sharing Plan
  • PART ind #3136

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 →

Portola Hotel & Spa at Monterey Bay 401(k) Plan in the asset neighbourhood

Portola Hotel & Spa at Monterey Bay 401(k) PlanPortola Hotel & Spa at Monte…$7MIntelligentsia 401(k) Profit Sharing PlanIntelligentsia 401(k) Profit…$7MGranite Point Mortgage Trust Inc. 401(k) Retirement PlanGranite Point Mortgage Trust…$7MHyperfine Operations, Inc. 401(k) PlanHyperfine Operations, Inc. 4…$7MRegal Cutting Tools, Inc. Retirement Savings PlanRegal Cutting Tools, Inc. Re…$7M
End-of-year total assets ($M) among Portola Hotel & Spa at Monterey Bay 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN860316128
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Custom House Hotel Co., Ltd. Dba Portola Hotel & S)

Sponsor-wide plan assets over time

All Custom House Hotel Co., Ltd. Dba Portola Hotel & S plans reported in each filing year

Latest sponsor-wide plan assets
$8M 42.69340146954802% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.54M $7.91M ▲ +42.8%
Year Plans Participants Total Assets
2022 1 204 $6M
2023 1 289 $7M
2024 1 318 $8M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Portola Hotel & Spa at Monterey Bay 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Portola Hotel & Spa at Monterey Bay 401(k) Plan, Total assets ($B): 0.006955544 · Participants: 289Portola Hotel & Spa at Monterey Bay 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Portola Hotel & Spa at Monterey Bay 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Portola Hotel & Spa at Monterey Bay 401(k) Plan side-by-side with 3 peers →

Portola Hotel & Spa at Monterey Bay 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Intelligentsia 401(k) Profit Sharing Plan in IL ($7M); by covered participants it is Frost Management Company 401(k) Profit Sharing Plan in FL (289 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (289 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Portola Hotel & Spa at Monterey Bay 401(k) Plan assets move in 2023? ▼
Portola Hotel & Spa at Monterey Bay 401(k) Plan grew sharply - up 25.5% during 2023, from $6M to $7M. Reported net income was $1M.
How have Custom House Hotel Co., Ltd. Dba Portola Hotel & S plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Custom House Hotel Co., Ltd. Dba Portola Hotel & S's sponsor-wide assets grew 42.7%, from $6M to $8M.
Which 401(k) plans are similar in size to Portola Hotel & Spa at Monterey Bay 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intelligentsia 401(k) Profit Sharing Plan in IL ($7M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Portola Hotel & Spa at Monterey Bay 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frost Management Company 401(k) Profit Sharing Plan in FL (289 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860316128.

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.