Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, San Diego Unite - Here Pension Fund Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 1,650
- Participants Near avg headcount
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
N/A in assets, 1,650 participants
Board of Trustees, San Diego Unite - Here Pension Fund's San Diego Unite - Here Pension Fund reported N/A in total assets and 1,650 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in California
San Diego Unite - Here Pension Fund covers 1,650 participants in California, 2.6x the typical California plan (state average ~630 per filing). Assets: N/A.
- $3M
- reported net income
San Diego Unite - Here 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 Diego Unite - Here Pension Fund lands in the large band (1,650 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- San Diego Unite - Here Pension Fund reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 956254718 · Board of Trustees, San Diego Unite - Here Pension Fund PY 2023 · Defined Benefit (Pension)
San Diego Unite - Here Pension Fund · N/A · 1,650
- PART N/A
- TYPE 1,650
- NET PY 2023
- BOOK Defined Benefit (Pension)
- VS-ST near The Pension Plan for Insurance Organizations
- BOY 2.6× state
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 →
California filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $3M |
| 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 $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 Diego Unite - Here Pension Fund's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside California, the nearest Defined Benefit (Pension) by covered participants is The Pension Plan for Insurance Organizations in NJ (1,652 participants; this filing: 1,650 participants).
Similar participant headcount
Nearest other-state filings by covered participants (1,650 participants); asset peers above are excluded.
- The Pension Plan for Insurance Organizations (NJ) 1,652 · 2 off
- Steamship Trade Association of Baltimore, Incorporated - International Longshoremen's Association Pension Plan (MD) 1,653 · 3 off
- I. B. E. W. Local 25 Pension Fund (NY) 1,656 · 6 off
- Rio Tinto America Inc. Retirement Plan (UT) 1,644 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.