Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, Sacramento Independent Hotel, Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 775
- Participants Near avg headcount
Official DOL plan name: Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust · Sponsored by Board of Trustees, Sacramento Independent Hotel, · California · Food Services & Accommodation
N/A in assets, 775 participants
Board of Trustees, Sacramento Independent Hotel,'s Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust reported N/A in total assets and 775 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.
What the 2023 filing shows
Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust holds N/A for 775 participants.
- $3M
- reported net income
Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust 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. Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust sits mid-pack in the medium band (775 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust reported net income rose from -$509K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust reported participants rose from 605 in the plan year 2022 filing to 775 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 946333497 · Board of Trustees, Sacramento Independent Hotel, PY 2023 · Defined Benefit (Pension)
Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust · N/A · 775
- BOY N/A
- BOY 775
- BOY PY 2023
- BOY Defined Benefit (Pension)
- BOY near Black Hills Retirement Plan
- BOY $3M
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 →
Filing particulars (2023)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $3M |
| Employer EIN | 946333497 |
| Plan Effective Date | 1971-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Sacramento Independent Hotel,)
Sponsor-wide plan assets over time
All Board of Trustees, Sacramento Independent Hotel, plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 605 | $25M |
| 2023 | 1 | 775 | 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
Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside California, the nearest Defined Benefit (Pension) by covered participants is Black Hills Retirement Plan in SD (776 participants; this filing: 775 participants).
Similar participant headcount
Nearest other-state filings by covered participants (775 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.