401(k) · DOL Form 5500 · 2024

Custom House Hotel Co., Ltd. Dba Portola Hotel & S 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
318
Participants Below avg headcount
51st
Percentile by assets National rank
$24,867
Avg per participant Low balance/head
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Official DOL plan name: Portola Hotel & Spa at Monterey Bay 401(k) Plan · Sponsored by Custom House Hotel Co., Ltd. Dba Portola Hotel & S · California · Food Services & Accommodation

$8M in assets, 318 participants

Custom House Hotel Co., Ltd. Dba Portola Hotel & S's Portola Hotel & Spa at Monterey Bay 401(k) Plan reported $8M in total assets and 318 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,005 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Portola Hotel & Spa at Monterey Bay 401(k) Plan ranks #3,005 of 3,672 2024 filers by assets (247% of the sector average)-$8M for 318 participants.

#3,005
in Food Services & Accommodation (3,672 peers)
+13.7%
assets growth YoY

Portola Hotel & Spa at Monterey Bay 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Portola Hotel & Spa at Monterey Bay 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,907,840 Top 49% higher than 51% of 123,620 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 2024

Portola Hotel & Spa at Monterey Bay 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Portola Hotel & Spa at Monterey Bay 401(k) Plan sits mid-pack in the medium band (318 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Portola Hotel & Spa at Monterey Bay 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $952K in the plan year 2024 filing.
  • Portola Hotel & Spa at Monterey Bay 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Portola Hotel & Spa at Monterey Bay 401(k) Plan reported participants rose from 289 in the plan year 2023 filing to 318 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 860316128 · Custom House Hotel Co., Ltd. Dba Portola Hotel & S PY 2024 · 401(k)

Portola Hotel & Spa at Monterey Bay 401(k) Plan · $8M · 318 · 51st

  • SCH $8M
  • EBSA 318
  • PART 51st
  • TYPE 401(k)
  • NET near Finch Companies Retirement and Savings Plan and Trust
  • BOOK ind #3005

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 →

Portola Hotel & Spa at Monterey Bay 401(k) Plan in the asset neighbourhood

Portola Hotel & Spa at Monterey Bay 401(k) PlanPortola Hotel & Spa at Monte…$8MFinch Companies Retirement and Savings Plan and TrustFinch Companies Retirement a…$8MMalik Consulting Inc 401(k) Profit Sharing Plan & TrustMalik Consulting Inc 401(k) …$8MUbg 401(k) - Imperial$8MInnovative Solutions Unlimited 401(k) Retirement PlanInnovative Solutions Unlimit…$8M
End-of-year total assets ($M) among Portola Hotel & Spa at Monterey Bay 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$952K
Employer EIN860316128
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Custom House Hotel Co., Ltd. Dba Portola Hotel & S)

Sponsor-wide plan assets over time

All Custom House Hotel Co., Ltd. Dba Portola Hotel & S plans reported in each filing year

Latest sponsor-wide plan assets
$8M 42.69340146954802% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.54M $7.91M ▲ +42.8%
Year Plans Participants Total Assets
2022 1 204 $6M
2023 1 289 $7M
2024 1 318 $8M

Nearby 401(k) Plans in California

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

Portola Hotel & Spa at Monterey Bay 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Portola Hotel & Spa at Monterey Bay 401(k) Plan, Total assets ($B): 0.00790784 · Participants: 318Portola Hotel & Spa at Monterey Bay 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Portola Hotel & Spa at Monterey Bay 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Portola Hotel & Spa at Monterey Bay 401(k) Plan side-by-side with 3 peers →

Portola Hotel & Spa at Monterey Bay 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Finch Companies Retirement and Savings Plan and Trust in IL ($8M); by covered participants it is Smartcontract 401(k) Plan in NY (318 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (318 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Portola Hotel & Spa at Monterey Bay 401(k) Plan assets move in 2024? ▼
Portola Hotel & Spa at Monterey Bay 401(k) Plan grew at a solid clip - up 13.7% during 2024, from $7M to $8M. Reported net income was $952K.
How have Custom House Hotel Co., Ltd. Dba Portola Hotel & S plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Custom House Hotel Co., Ltd. Dba Portola Hotel & S's sponsor-wide assets grew 42.7%, from $6M to $8M.
Which 401(k) plans are similar in size to Portola Hotel & Spa at Monterey Bay 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Finch Companies Retirement and Savings Plan and Trust in IL ($8M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Portola Hotel & Spa at Monterey Bay 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Smartcontract 401(k) Plan in NY (318 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860316128.

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.