Defined Benefit (Pension) · DOL Form 5500 · 2023
San Mateo Hotel Employees & Restaurant Employees Pension Fund Pension Plan
Data updated 2026-08-25
- $174M
- Total assets Near avg plan size
- 3,839
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $45,429
- Avg per participant Low balance/head
Official DOL plan name: San Mateo Hotel Employees & Restaurant Employees Pension Fund · Sponsored by San Mateo Hotel Employees & Restaurant Employees Pension Fund · California · Food Services & Accommodation
$174M in assets, 3,839 participants
San Mateo Hotel Employees & Restaurant Employees Pension Fund's San Mateo Hotel Employees & Restaurant Employees Pension Fund reported $174M in total assets and 3,839 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #3,770 in Food Services & Accommodation (3,828 peers)
Coverage in California
San Mateo Hotel Employees & Restaurant Employees Pension Fund covers 3,839 participants in California, 6.1x the typical California plan (state average ~630 per filing). Assets: $174M.
- #3,770
- in Food Services & Accommodation (3,828 peers)
- +25.9%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
San Mateo Hotel Employees & Restaurant Employees Pension Fund's outsized position by total assets
San Mateo Hotel Employees & Restaurant Employees Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$174,401,157 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
San Mateo Hotel Employees & Restaurant Employees Pension Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Mateo Hotel Employees & Restaurant Employees Pension Fund lands in the large band (3,839 participants).
Form 5500 schedule snapshot
Filing strip 946274527 · San Mateo Hotel Employees & Restaurant Employees Pension Fund PY 2023 · Defined Benefit (Pension)
San Mateo Hotel Employees & Restaurant Employees Pension Fund · $174M · 3,839 · 94th
- TYPE $174M
- TYPE 3,839
- TYPE 94th
- TYPE Defined Benefit (Pension)
- TYPE near Madison Gas and Electric Company Retirement Plan for Bargaining Employees
- TYPE ind #3770
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 Mateo Hotel Employees & Restaurant Employees Pension Fund in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $139M |
|---|---|
| Net Assets (End of Year) | $174M |
| Net Income | $36M |
| Employer EIN | 946274527 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Mateo Hotel Employees & Restaurant Employees Pension Fund)
Sponsor-wide plan assets over time
All San Mateo Hotel Employees & Restaurant Employees Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $217M 24.511971557619887% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 3,839 | $174M |
| 2024 | 1 | 4,425 | $217M |
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 $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
San Mateo Hotel Employees & Restaurant Employees Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Madison Gas and Electric Company Retirement Plan for Bargaining Employees in WI ($174M); by covered participants it is Yum Brands Retirement Plan in KY (3,834 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($174M here).
- Madison Gas and Electric Company Retirement Plan for Bargaining Employees (WI) $174M · 98
- Retirement Plan for Employees of Cullen/Frost Bankers, Inc. & Its Affiliates (TX) $175M · 592
- Cf Industries Holdings, Inc. Pension Plan (IL) $174M · 2,026
- Crozer-Keystone Health System Employees Retirement Plan (PA) $174M · 1,169
Similar participant headcount
Nearest other-state filings by covered participants (3,839 participants); asset peers above are excluded.
- Yum Brands Retirement Plan (KY) 3,834 · 5 off
- Mymichigan Health Employees' Pension Plan (MI) 3,858 · 19 off
- Alaska Electrical Pension Plan (AK) 3,863 · 24 off
- Local No. 1 Pension Trust Fund (IL) 3,813 · 26 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.