Defined Benefit (Pension) · DOL Form 5500 · 2024

San Mateo Hotel Employees & Restaurant Employees Pension Fund Pension Plan

Data updated 2026-08-11

$217M
Total assets: 4,425
Participants: 95th
Percentile by assets: $49,074
Avg per participant

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.

95th percentile by assets (of 123,622 plans)
#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.

$217M
total plan assets (2024 EOY): 4,425
covered participants: 95th
percentile by assets (of 123,622 plans): $49,074
avg assets per participant

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.

See the national 2023→2024 release diff →

State

California

Industry

Food Services & Accommodation

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. San Mateo Hotel Employees & Restaurant Employees Pension Fund reports 4,425 participants - 7.0x that state average ($217M EOY assets).

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)

Total plan assets by year, all San Mateo Hotel Employees & Restaurant Employees Pension Fund plans on file

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.

San Mateo Hotel Employees & Restaurant Employees Pension Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

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

Compare San Mateo Hotel Employees & Restaurant E… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to San Mateo Hotel Employees & Restaurant Employees Pension Fund by total assets, not by location.

Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II (NJ) $217M · 741
Indiana Farm Bureau Retirement Plan (IN) $217M · 328
Ironworkers Local No 55 Pension Plan (OH) $217M · 595
United Food and Commercial Workers Local 1546 Pension Plan (IL) $217M · 4,471

Frequently Asked Questions

How did San Mateo Hotel Employees & Restaurant Employees Pension Fund assets move in 2024? ▼

San Mateo Hotel Employees & Restaurant Employees Pension Fund grew sharply - up 24.5% during 2024, from $174M to $217M. Reported net income was $43M.

How have San Mateo Hotel Employees & Restaurant Employees Pension Fund plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), San Mateo Hotel Employees & Restaurant Employees Pension Fund's sponsor-wide assets grew 24.5%, from $174M to $217M.

Where does San Mateo Hotel Employees & Restaurant Employees Pension Fund rank by assets among Form 5500 filers? ▼

San Mateo Hotel Employees & Restaurant Employees Pension Fund ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to San Mateo Hotel Employees & Restaurant Employees Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II in NJ ($217M, 741 participants).

Next read for San Mateo Hotel Employees & Restaurant E…

Filing takeaways

Ways to act on San Mateo Hotel Employees & Restaurant Employees Pension Fund's numbers.

By total assets, San Mateo Hotel Employees & Restaurant Employees Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
San Mateo Hotel Employees & Restaurant Employees Pension Fund's sponsor-wide assets have grown 24.5% since 2023 across 2 plan years on file. More Food Services & Accommodation plans

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 946274527.