401(k) · DOL Form 5500 · 2023

Cedar Fair, L.P. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
59
Participants Small participant base
39th
Percentile by assets National rank
$62,839
Avg per participant Low balance/head
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Official DOL plan name: Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun · Sponsored by Cedar Fair, L.P. · Ohio · Arts, Entertainment & Recreation

$4M in assets, 59 participants

Cedar Fair, L.P.'s Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun reported $4M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,789 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun ranks #1,789 of 2,945 2023 filers by assets (749% of the sector average)-$4M for 59 participants.

#1,789
in Arts, Entertainment & Recreation (2,945 peers)
-1.8%
assets change YoY

The plan reported a net loss of $66K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun vs every filed plan by assets

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

$3,707,479 39th percentile higher than 39% 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

Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun reported net income rose from -$2M in the plan year 2022 filing to -$66K in the plan year 2023 filing.
  • Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun reported participants rose from 56 in the plan year 2022 filing to 59 in the plan year 2023 filing.
  • Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341560655 · Cedar Fair, L.P. PY 2023 · 401(k)

Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun · $4M · 59 · 39th

  • EOY $4M
  • EOY 59
  • EOY 39th
  • EOY 401(k)
  • EOY near Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust
  • EOY ind #1789

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 Ohio →

Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun in the asset neighbourhood

Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of FunCedar Fair, L.P. Profit Shar…$4MEthan Conrad Properties, Inc. 401(k) Profit Sharing Plan & TrustEthan Conrad Properties, Inc…$4MEvans Memorial Hospital 401(k) Retirement PlanEvans Memorial Hospital 401(…$4MSweetwater Brewing Company, Inc. 401(k)Sweetwater Brewing Company, …$4MM & M Acquisition, LLC Retirement PlanM & M Acquisition, LLC Retir…$4M
End-of-year total assets ($M) among Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$66K
Employer EIN341560655
Plan Effective Date1995-07-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Cedar Fair, L.P.)

Sponsor-wide plan assets over time

All Cedar Fair, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$342M 16.05064147628517% vs 2022
2023 filing year
$280M$300M$320M$340M$360M 20222023 $295M $342M ▲ +16.1%
Year Plans Participants Total Assets
2022 3 4,472 $295M
2023 3 4,890 $342M

Nearby 401(k) Plans in Ohio

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

Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun, Total assets ($B): 0.003707479 · Participants: 59Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of FunGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun vs. nearby 401(k) plans in Ohio, assets vs. participants

Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust in CA ($4M); by covered participants it is Pretzels, Inc. 401(k) in IN (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun assets move in 2023?
Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun edged down modestly - down 1.8% during 2023, from $4M to $4M. Reported net income was -$66K.
How have Cedar Fair, L.P. plan assets changed over time?
Across 2 plan years on file (2022-2023), Cedar Fair, L.P.'s sponsor-wide assets grew 16.1%, from $295M to $342M.
Which 401(k) plans are similar in size to Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun?
Among 401(k) plans in other states, the closest by assets is Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust in CA ($4M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun?
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) in IN (59 participants, N/A in assets).