Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, Los Angeles Hotel-Restaurant Pension Plan
Data updated 2026-08-11
- $359M
- Total assets
- 12,087
- Participants
- 97th
- Percentile by assets
- $29,696
- Avg per participant
Official DOL plan name: Los Angeles Hotel-Restaurant Employer-Union Retirement Fund · Sponsored by Board of Trustees, Los Angeles Hotel-Restaurant · California · Food Services & Accommodation
$359M in assets, 12,087 participants
Board of Trustees, Los Angeles Hotel-Restaurant's Los Angeles Hotel-Restaurant Employer-Union Retirement Fund reported $359M in total assets and 12,087 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #3,798 in Food Services & Accommodation (3,828 peers)
Coverage in California
Los Angeles Hotel-Restaurant Employer-Union Retirement Fund covers 12,087 participants in California, 19x the typical California plan (state average ~630 per filing). Assets: $359M.
- $359M
- total plan assets (2023 EOY)
- 12,087
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $29,696
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Los Angeles Hotel-Restaurant Employer-Union Retirement Fund reported net income rose from -$42M in the plan year 2022 filing to $59M in the plan year 2023 filing.
- Los Angeles Hotel-Restaurant Employer-Union Retirement Fund reported participants rose from 9,650 in the plan year 2022 filing to 12,087 in the plan year 2023 filing.
- Los Angeles Hotel-Restaurant Employer-Union Retirement Fund end-of-year assets rose from $300M in the plan year 2022 filing to $359M in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Los Angeles Hotel-Restaurant Employer-Union Retirement Fund reports 12,087 participants - 19x that state average ($359M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $300M |
|---|---|
| Net Assets (End of Year) | $359M |
| Net Income | $59M |
| Employer EIN | 956098404 |
| Plan Effective Date | 1956-01-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Los Angeles Hotel-Restaurant)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,650 | $300M |
| 2023 | 1 | 12,087 | $359M |
| 2024 | 1 | 14,440 | $422M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Los Angeles Hotel-Restaurant Employer-Union Retirement Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- 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
Scale composition for Los Angeles Hotel-Restaurant Employer-Union Retirement Fund
Los Angeles Hotel-Restaurant Employer-Union Retirement Fund reports $359M in end-of-year assets across 12,087 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $29,696 per participant (21% of the national average assets-per-participant) . Net income for plan year 2023 was $59M.
This plan identity (EIN 956098404, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $300M to $422M (+40.6%) while covered participants moved from 9,650 to 14,440 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,650 | $300M | Open filing |
| 2023 | 12,087 | $359M | This page |
| 2024 · index core | 14,440 | $422M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Los Angeles Hotel-Restaurant Employer-Union Retirement Fund (Defined Benefit (Pension), $422M, 14,440 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Los Angeles Hotel-Restaurant Employer-Union Retirement Fund by total assets, not by location.
- Nalc Annuity Trust Fund (VA) $359M · 563
- Metallus Inc. Bargaining Unit Pension Plan (OH) $360M · 1,120
- U.a. Local 13 Pension Fund (NY) $360M · 554
- Suez Water Resources LLC Retirement Plan (NJ) $360M · 502
Frequently Asked Questions
How did Los Angeles Hotel-Restaurant Employer-Union Retirement Fund assets move in 2023? ▼
How have Board of Trustees, Los Angeles Hotel-Restaurant plan assets changed over time? ▼
Where does Los Angeles Hotel-Restaurant Employer-Union Retirement Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Los Angeles Hotel-Restaurant Employer-Union Retirement Fund? ▼
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Filing takeaways
Ways to act on Los Angeles Hotel-Restaurant Employer-Union Retirement Fund's numbers.
- By total assets, Los Angeles Hotel-Restaurant Employer-Union Retirement Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Board of Trustees, Los Angeles Hotel-Restaurant's sponsor-wide assets have grown 40.6% since 2022 across 3 plan years on file. More Food Services & Accommodation plans