401(k) · DOL Form 5500 · 2023

E.T. Whitehall Santa Monica Partners, L.P. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
557
Participants Below avg headcount
78th
Percentile by assets National rank
$50,438
Avg per participant Low balance/head
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Official DOL plan name: Etc Hotels 401(k) Plan · Sponsored by E.T. Whitehall Santa Monica Partners, L.P. · California · Food Services & Accommodation

$28M in assets, 557 participants

E.T. Whitehall Santa Monica Partners, L.P.'s Etc Hotels 401(k) Plan reported $28M in total assets and 557 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #3,613 in Food Services & Accommodation (3,828 peers)

Where Etc Hotels 401(k) Plan sits by assets

Etc Hotels 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 557 participants (~$50,438/participant), up 21.2% in 2023.

#3,613
in Food Services & Accommodation (3,828 peers)
+21.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Etc Hotels 401(k) Plan's outsized position by total assets

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

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

$28,094,130 Top 22% higher than 78% 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

Etc 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. Etc Hotels 401(k) Plan sits mid-pack in the medium band (557 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Etc Hotels 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Etc Hotels 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Etc Hotels 401(k) Plan reported participants rose from 514 in the plan year 2022 filing to 557 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 954398775 · E.T. Whitehall Santa Monica Partners, L.P. PY 2023 · 401(k)

Etc Hotels 401(k) Plan · $28M · 557 · 78th

  • VS-ST $28M
  • BOY 557
  • SCH 78th
  • EBSA 401(k)
  • PART near Posit Software 401(k) Plan
  • TYPE ind #3613

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 →

Etc Hotels 401(k) Plan in the asset neighbourhood

Sigmatron International, Inc 401(k) Retirement Savings PlanSigmatron International, Inc…$28MIowa Bankers Insurance & Services, Inc. 401(k) Plan & TrustIowa Bankers Insurance & Ser…$28MJenkins Services, Inc. 401(k) PlanJenkins Services, Inc. 401(k…$28MEtc Hotels 401(k) Plan$28MPosit Software 401(k) Plan$28M
End-of-year total assets ($M) among Etc Hotels 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$28M
Net Income$5M
Employer EIN954398775
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (E.T. Whitehall Santa Monica Partners, L.P.)

Sponsor-wide plan assets over time

All E.T. Whitehall Santa Monica Partners, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 36.24057711697691% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.2M $31.6M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 514 $23M
2023 1 557 $28M
2024 1 564 $32M

Nearby 401(k) Plans in California

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

Etc Hotels 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Etc Hotels 401(k) Plan, Total assets ($B): 0.02809413 · Participants: 557Etc Hotels 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Etc Hotels 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Etc Hotels 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Posit Software 401(k) Plan in MA ($28M); by covered participants it is Penn Asian Senior Services 401(k) Profit Sharing Plan and T in PA (557 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (557 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 Etc Hotels 401(k) Plan assets move in 2023? ▼
Etc Hotels 401(k) Plan grew sharply - up 21.2% during 2023, from $23M to $28M. Reported net income was $5M.
How have E.T. Whitehall Santa Monica Partners, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), E.T. Whitehall Santa Monica Partners, L.P.'s sponsor-wide assets grew 36.2%, from $23M to $32M.
Where does Etc Hotels 401(k) Plan rank by assets among Form 5500 filers? ▼
Etc Hotels 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Etc Hotels 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Posit Software 401(k) Plan in MA ($28M, 285 participants).
Which 401(k) plans cover a similar participant headcount to Etc Hotels 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penn Asian Senior Services 401(k) Profit Sharing Plan and T in PA (557 participants, $4M 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 954398775.

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.