Defined Benefit (Pension) · DOL Form 5500 · 2024
San Mateo Hotel Employees & Restaurant Employees Pension Fund Pension Plan
Data updated 2026-08-25
- $217M
- Total assets Near avg plan size
- 4,425
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $49,074
- Avg per participant Low balance/head
Official DOL plan name: San Mateo Hotel Employees & Restaurant Employees Pension Fund · Sponsored by San Mateo Hotel Employees & Restaurant Employees Pension Fund · California · Food Services & Accommodation
$217M in assets, 4,425 participants
San Mateo Hotel Employees & Restaurant Employees Pension Fund's San Mateo Hotel Employees & Restaurant Employees Pension Fund reported $217M in total assets and 4,425 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #3,616 in Food Services & Accommodation (3,672 peers)
Coverage in California
San Mateo Hotel Employees & Restaurant Employees Pension Fund covers 4,425 participants in California, 7.0x the typical California plan (state average ~630 per filing). Assets: $217M.
- #3,616
- in Food Services & Accommodation (3,672 peers)
- +24.5%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
San Mateo Hotel Employees & Restaurant Employees Pension Fund's outsized position by total assets
San Mateo Hotel Employees & Restaurant Employees Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$217,150,319 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
San Mateo Hotel Employees & Restaurant Employees Pension Fund's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Mateo Hotel Employees & Restaurant Employees Pension Fund lands in the large band (4,425 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- San Mateo Hotel Employees & Restaurant Employees Pension Fund end-of-year assets rose from $174M in the plan year 2023 filing to $217M in the plan year 2024 filing.
- San Mateo Hotel Employees & Restaurant Employees Pension Fund reported net income rose from $36M in the plan year 2023 filing to $43M in the plan year 2024 filing.
- San Mateo Hotel Employees & Restaurant Employees Pension Fund reported participants rose from 3,839 in the plan year 2023 filing to 4,425 in the plan year 2024 filing.
DOL schedule card
Filing strip 946274527 · San Mateo Hotel Employees & Restaurant Employees Pension Fund PY 2024 · Defined Benefit (Pension)
San Mateo Hotel Employees & Restaurant Employees Pension Fund · $217M · 4,425 · 95th
- EOY $217M
- 5500 4,425
- ASSETS 95th
- PCT Defined Benefit (Pension)
- EIN near Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II
- RANK ind #3616
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 →
San Mateo Hotel Employees & Restaurant Employees Pension Fund in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $174M |
|---|---|
| Net Assets (End of Year) | $217M |
| Net Income | $43M |
| Employer EIN | 946274527 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Mateo Hotel Employees & Restaurant Employees Pension Fund)
Sponsor-wide plan assets over time
All San Mateo Hotel Employees & Restaurant Employees Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $217M 24.511971557619887% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 3,839 | $174M |
| 2024 | 1 | 4,425 | $217M |
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 $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
San Mateo Hotel Employees & Restaurant Employees Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II in NJ ($217M); by covered participants it is Xpo Pension Plan in OR (4,421 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($217M here).
Similar participant headcount
Nearest other-state filings by covered participants (4,425 participants); asset peers above are excluded.
- Xpo Pension Plan (OR) 4,421 · 4 off
- Chevron Phillips Chemical Company LP Retirement Plan (TX) 4,433 · 8 off
- Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund (PA) 4,402 · 23 off
- General Mills Pension Plan (MN) 4,397 · 28 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.