401(k) · DOL Form 5500 · 2023

Bartell Hotels 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 778
Participants Near avg headcount: 63rd
Percentile by assets National rank: $15,817
Avg per participant Low balance/head

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Official DOL plan name: Bartell Hotels 401(k) Plan · Sponsored by Bartell Hotels · California · Food Services & Accommodation

$12M in assets, 778 participants

Bartell Hotels's Bartell Hotels 401(k) Plan reported $12M in total assets and 778 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

#3,374 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Bartell Hotels 401(k) Plan ranks #3,374 of 3,828 2023 filers by assets (159% of the sector average)-$12M for 778 participants.

#3,374
in Food Services & Accommodation (3,828 peers): +11.6%
assets growth YoY

Bartell Hotels 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Bartell Hotels 401(k) Plan vs every filed plan by assets

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

$12,305,877 Top 37% higher than 63% 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

Bartell Hotels 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bartell Hotels 401(k) Plan sits mid-pack in the medium band (778 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Bartell Hotels 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Bartell Hotels 401(k) Plan reported participants rose from 420 in the plan year 2022 filing to 778 in the plan year 2023 filing.
Bartell Hotels 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 956449464 · Bartell Hotels PY 2023 · 401(k)

Bartell Hotels 401(k) Plan · $12M · 778 · 63rd

PHOTO $12M
IND 778
EOY 63rd
5500 401(k)
ASSETS near Education Analytics 401(k) Plan
PCT ind #3374

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 →

End-of-year total assets ($M) among Bartell Hotels 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$12M
Net Income	$1M
Employer EIN	956449464
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bartell Hotels)

Latest sponsor-wide plan assets: $13M 22.31763931413991% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	420	$11M
2023	1	778	$12M
2024	1	637	$13M

Nearby 401(k) Plans in California

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

Bartell Hotels 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Bartell Hotels 401(k) Plan side-by-side with 3 peers →

Bartell Hotels 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Education Analytics 401(k) Plan in WI ($12M); by covered participants it is Joerns Healthcare LLC Retirement Plan in NC (778 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Education Analytics 401(k) Plan (WI) $12M · 92
Bloom Engineering Company, Inc. Savings Plan (PA) $12M · 101
Anchor Tool & Die Retirement Plan (OH) $12M · 155
Visionquest National, Ltd. Ee 401(k) Plan (AZ) $12M · 508

Similar participant headcount

Nearest other-state filings by covered participants (778 participants); asset peers above are excluded.

Joerns Healthcare LLC Retirement Plan (NC) 778 · 0 off
City Ventures 401(k) Plan (NE) 778 · 0 off
America's Healthcare Employee Retirement Pep (NJ) 778 · 0 off
Credit One Bank, N. a. 401(k) Plan and Trust (NV) 778 · 0 off

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 Bartell Hotels 401(k) Plan assets move in 2023? ▼

Bartell Hotels 401(k) Plan grew at a solid clip - up 11.6% during 2023, from $11M to $12M. Reported net income was $1M.

How have Bartell Hotels plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bartell Hotels's sponsor-wide assets grew 22.3%, from $11M to $13M.

Which 401(k) plans are similar in size to Bartell Hotels 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Education Analytics 401(k) Plan in WI ($12M, 92 participants).

Which 401(k) plans cover a similar participant headcount to Bartell Hotels 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Joerns Healthcare LLC Retirement Plan in NC (778 participants, $20M 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 956449464.