Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees, Los Angeles Hotel-Restaurant Pension Plan

Data updated 2026-08-25

$359M
Total assets Above avg plan size
12,087
Participants Very large workforce
97th
Percentile by assets National rank
$29,696
Avg per participant Low balance/head
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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.

  • #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.

#3,798
in Food Services & Accommodation (3,828 peers)
+19.7%
assets growth YoY
3.6×
vs typical plan assets (national mean)

Los Angeles Hotel-Restaurant Employer-Union Retirement Fund's outsized position by total assets

Los Angeles Hotel-Restaurant Employer-Union Retirement Fund vs every filed plan by assets

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

$358,936,122 Top 3% higher than 97% 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

Los Angeles Hotel-Restaurant Employer-Union Retirement Fund's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Los Angeles Hotel-Restaurant Employer-Union Retirement Fund is a mega filing (12,087 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 956098404 · Board of Trustees, Los Angeles Hotel-Restaurant PY 2023 · Defined Benefit (Pension)

Los Angeles Hotel-Restaurant Employer-Union Retirement Fund · $359M · 12,087 · 97th

  • EOY $359M
  • EOY 12,087
  • EOY 97th
  • EOY Defined Benefit (Pension)
  • EOY near Nalc Annuity Trust Fund
  • EOY ind #3798

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 →

Los Angeles Hotel-Restaurant Employer-Union Retirement Fund in the asset neighbourhood

Suez Water Resources LLC Retirement PlanSuez Water Resources LLC Ret…$360MU.a. Local 13 Pension Fund$360MMetallus Inc. Bargaining Unit Pension PlanMetallus Inc. Bargaining Uni…$360MLos Angeles Hotel-Restaurant Employer-Union Retirement FundLos Angeles Hotel-Restaurant…$359MNalc Annuity Trust Fund$359M
End-of-year total assets ($M) among Los Angeles Hotel-Restaurant Employer-Union Retirement Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$300M
Net Assets (End of Year)$359M
Net Income$59M
Employer EIN956098404
Plan Effective Date1956-01-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Los Angeles Hotel-Restaurant)

Sponsor-wide plan assets over time

All Board of Trustees, Los Angeles Hotel-Restaurant plans reported in each filing year

Latest sponsor-wide plan assets
$422M 40.586289160038476% vs 2022
2024 filing year
$250M$300M$350M$400M$450M 202220232024 $300M $422M ▲ +40.6%
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 Scatter plot of 6 data points. 050000100000150000 -10010203040 Total assets ($B) Participants Los Angeles Hotel-Restaurant Employer-Union Retirement Fund, Total assets ($B): 0.358936122 · Participants: 12087Los Angeles Hotel-Restaurant Employer-Union Retirement FundKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Los Angeles Hotel-Restaurant Employer-Union Retirement Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Los Angeles Hotel-Restaurant Employer-Union Retirement Fund side-by-side with 3 peers →

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's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Nalc Annuity Trust Fund in VA ($359M); by covered participants it is Texas Children's Hospital Cash Balance Pension Plan in TX (12,128 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($359M here).

Similar participant headcount

Nearest other-state filings by covered participants (12,087 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 Los Angeles Hotel-Restaurant Employer-Union Retirement Fund assets move in 2023? ▼
Los Angeles Hotel-Restaurant Employer-Union Retirement Fund grew sharply - up 19.7% during 2023, from $300M to $359M. Reported net income was $59M.
How have Board of Trustees, Los Angeles Hotel-Restaurant plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Los Angeles Hotel-Restaurant's sponsor-wide assets grew 40.6%, from $300M to $422M.
Where does Los Angeles Hotel-Restaurant Employer-Union Retirement Fund rank by assets among Form 5500 filers? ▼
Los Angeles Hotel-Restaurant Employer-Union Retirement Fund ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Los Angeles Hotel-Restaurant Employer-Union Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nalc Annuity Trust Fund in VA ($359M, 563 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Los Angeles Hotel-Restaurant Employer-Union Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Texas Children's Hospital Cash Balance Pension Plan in TX (12,128 participants, $679M 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 956098404.

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.