401(k) · DOL Form 5500 · 2023
Belvedere Hotel Partnership Dba the Peninsula Beverly Hills 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 379
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $54,902
- Avg per participant Low balance/head
Official DOL plan name: Belvedere Hotel Partnership Dba the Peninsula Beverly Hills 401(k) Profit Sharing Plan · Sponsored by Belvedere Hotel Partnership Dba the Peninsula Beverly Hills · California · Food Services & Accommodation
$21M in assets, 379 participants
Belvedere Hotel Partnership Dba the Peninsula Beverly Hills's Belvedere Hotel Partnership Dba the Peninsula Beverly Hills 401(k) Profit Sharing Plan reported $21M in total assets and 379 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #3,555 in Food Services & Accommodation (3,828 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Belvedere Hotel Partnership Dba the Peninsula Beverly Hills 401(k) Profit Sharing Plan ranks #3,555 of 3,828 2023 filers by assets (1.1x the sector average)-$21M for 379 participants.
- #3,555
- in Food Services & Accommodation (3,828 peers)
- +16.7%
- assets growth YoY
Belvedere Hotel Partnership Dba the Peninsula Beverly Hills 401(k) Profit Sharing Plan's outsized position by total assets
Belvedere Hotel Partnership Dba the Peninsula Beverly Hills 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,807,713 Top 27% higher than 73% 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
Belvedere Hotel Partnership Dba the Peninsula Beverly Hills 401(k) Profit Sharing 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. Belvedere Hotel Partnership Dba the Peninsula Beverly Hills 401(k) Profit Sharing Plan sits mid-pack in the medium band (379 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Belvedere Hotel Partnership Dba the Peninsula Beverly Hills 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Belvedere Hotel Partnership Dba the Peninsula Beverly Hills 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Belvedere Hotel Partnership Dba the Peninsula Beverly Hills 401(k) Profit Sharing Plan reported participants rose from 338 in the plan year 2022 filing to 379 in the plan year 2023 filing.
DOL schedule card
Filing strip 954205099 · Belvedere Hotel Partnership Dba the Peninsula Beverly Hills PY 2023 · 401(k)
Belvedere Hotel Partnership Dba the Peninsula Beverly Hills 401(k) Profit Sharing Plan · $21M · 379 · 73rd
- ASSETS $21M
- PCT 379
- EIN 73rd
- RANK 401(k)
- PHOTO near Dutch Bros 401(k) Plan
- IND ind #3555
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 →
Belvedere Hotel Partnership Dba the Peninsula Beverly Hills 401(k) Profit Sharing Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 954205099 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Belvedere Hotel Partnership Dba the Peninsula Beverly Hills)
Sponsor-wide plan assets over time
All Belvedere Hotel Partnership Dba the Peninsula Beverly Hills plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 37.014737321183745% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 338 | $18M |
| 2023 | 1 | 379 | $21M |
| 2024 | 1 | 393 | $24M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Belvedere Hotel Partnership Dba the Peninsula Beverly Hills 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Dutch Bros 401(k) Plan in OR ($21M); by covered participants it is Excelsior Defense Inc Retirement Plan in FL (379 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Dutch Bros 401(k) Plan (OR) $21M · 2,958
- Peterson Motor Company 401(k) Profit Sharing Plan (ID) $21M · 491
- Good Fulton & Farrell, Inc. 401(k) Profit Sharing Plan (TX) $21M · 130
- Equus Software LLC 401(k) Ps Plan & Trust (CO) $21M · 123
Similar participant headcount
Nearest other-state filings by covered participants (379 participants); asset peers above are excluded.
- Excelsior Defense Inc Retirement Plan (FL) 379 · 0 off
- Grg Enterprises, LLC 401(k) Plan (MT) 379 · 0 off
- Wolff Bros. Supply, Inc. 401(k) Profit Sharing Plan (OH) 379 · 0 off
- Opentrons Labworks 401(k) Plan (NY) 379 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.