Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Concession & Program Employees Local 468 Pension Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
N/A
Participants Small participant base
25th
Percentile by assets National rank
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Official DOL plan name: Concession & Program Employees Local 468 Pension Plan · Sponsored by Board of Trustees of Concession & Program Employees Local 468 Pension · California · Arts, Entertainment & Recreation

$1M in assets, N/A participants

Board of Trustees of Concession & Program Employees Local 468 Pension's Concession & Program Employees Local 468 Pension Plan reported $1M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,467 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Concession & Program Employees Local 468 Pension Plan ranks #1,467 of 2,945 2023 filers by assets (2383% of the sector average)-$1M for N/A participants.

#1,467
in Arts, Entertainment & Recreation (2,945 peers)
-12.6%
assets change YoY

The plan reported a net loss of $182K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Concession & Program Employees Local 468 Pension Plan among the smaller filed plans by assets

Concession & Program Employees Local 468 Pension Plan vs every filed plan by assets

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

$1,165,479 25th percentile higher than 25% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Concession & Program Employees Local 468 Pension Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Concession & Program Employees Local 468 Pension Plan reported net income rose from -$201K in the plan year 2022 filing to -$182K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942364669 · Board of Trustees of Concession & Program Employees Local 468 Pension PY 2023 · Defined Benefit (Pension)

Concession & Program Employees Local 468 Pension Plan · $1M · N/A · 25th

  • 5500 $1M
  • 5500 N/A
  • 5500 25th
  • 5500 Defined Benefit (Pension)
  • 5500 near Joan Michelman Ltd. Retirement Trust
  • 5500 ind #1467

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Concession & Program Employees Local 468 Pension Plan in the asset neighbourhood

Refresco Union Employees' Retirement PlanRefresco Union Employees' Re…$1MConcession & Program Employees Local 468 Pension PlanConcession & Program Employe…$1MEmployee Benefits Plan of ChildhavenEmployee Benefits Plan of Ch…$1MJoan Michelman Ltd. Retirement TrustJoan Michelman Ltd. Retireme…$1MTres Rios Retirement Plan TrustTres Rios Retirement Plan Tr…$1M
End-of-year total assets ($M) among Concession & Program Employees Local 468 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$182K
Employer EIN942364669
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Concession & Program Employees Local 468 Pension)

Sponsor-wide plan assets over time

All Board of Trustees of Concession & Program Employees Local 468 Pension plans reported in each filing year

Latest sponsor-wide plan assets
$971K 27.210872110070966% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $1.33M $0.97M ▼ -27.1%
Year Plans Participants Total Assets
2022 1 N/A $1M
2023 1 N/A $1M
2024 1 N/A $971K

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Concession & Program Employees Local 468 Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Concession & Program Employees Local 468 Pension Plan, Total assets ($B): 0.001165479 · Participants: 0Concession & Program Employees Local 468 Pension PlanKaiser 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
Concession & Program Employees Local 468 Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Concession & Program Employees Local 468 Pension Plan side-by-side with 3 peers →

Concession & Program Employees Local 468 Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside California, the nearest Defined Benefit (Pension) by end-of-year assets is Joan Michelman Ltd. Retirement Trust in NY at $1M (this filing: $1M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

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 Concession & Program Employees Local 468 Pension Plan assets move in 2023? ▼
Concession & Program Employees Local 468 Pension Plan pulled back noticeably - down 12.6% during 2023, from $1M to $1M. Reported net income was -$182K.
How have Board of Trustees of Concession & Program Employees Local 468 Pension plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Concession & Program Employees Local 468 Pension's sponsor-wide assets declined 27.2%, from $1M to $971K.
Where does Concession & Program Employees Local 468 Pension Plan rank by assets among Form 5500 filers? ▼
Concession & Program Employees Local 468 Pension Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Concession & Program Employees Local 468 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Joan Michelman Ltd. Retirement Trust in NY ($1M, 4 participants).

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 942364669.

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.