Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees, Western Unite Here and Employers Pension Plan

Data updated 2026-08-25

$3.7B
Total assets Very large vs avg: 71,253
Participants Very large workforce: 100th
Percentile by assets National rank: $51,569
Avg per participant Low balance/head

Official DOL plan name: Western Unite Here and Employers Pension Fund · Sponsored by Board of Trustees, Western Unite Here and Employers · California · Food Services & Accommodation

$3.7B in assets, 71,253 participants

Board of Trustees, Western Unite Here and Employers's Western Unite Here and Employers Pension Fund reported $3.7B in total assets and 71,253 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.

#3,670 in Food Services & Accommodation (3,672 peers)

Coverage in California

Western Unite Here and Employers Pension Fund covers 71,253 participants in California, 113x the typical California plan (state average ~630 per filing). Assets: $3.7B.

#3,670
in Food Services & Accommodation (3,672 peers): $222M
reported net income: 37×
vs typical plan assets (national mean)

Western Unite Here and Employers Pension Fund's outsized position by total assets

Western Unite Here and Employers Pension Fund vs every filed plan by assets

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

$3,674,424,027 Highest reported value at or above every one 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

Western Unite Here and Employers Pension Fund's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Unite Here and Employers Pension Fund is a mega filing (71,253 participants), the rightmost band on the breakdown.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 934160766 · Board of Trustees, Western Unite Here and Employers PY 2024 · Defined Benefit (Pension)

Western Unite Here and Employers Pension Fund · $3.7B · 71,253 · 100th

RANK $3.7B
PHOTO 71,253
IND 100th
EOY Defined Benefit (Pension)
5500 near Dte Energy Company Retirement Plan
ASSETS ind #3670

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 →

End-of-year total assets ($B) among Western Unite Here and Employers Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$3.7B
Net Income	$222M
Employer EIN	934160766
Plan Effective Date	2024-01-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Western Unite Here and Employers 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 Western Unite Here and Employers Pension Fund side-by-side with 3 peers →

Western Unite Here and Employers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Dte Energy Company Retirement Plan in MI ($3.7B); by covered participants it is Mayo Pension Plan in MN (71,743 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.7B here).

Dte Energy Company Retirement Plan (MI) $3.7B · 3,670
The Savannah River Nuclear Solutions, LLC Multiple Employer Pension Plan (SC) $3.7B · 1,749
General Mills Pension Plan I (MN) $3.7B · 2,007
Fca US LLC Pension Plan (MI) $3.7B · 2,267

Similar participant headcount

Nearest other-state filings by covered participants (71,253 participants); asset peers above are excluded.

Mayo Pension Plan (MN) 71,743 · 490 off
UPS/Ibt Full-Time Employee Pension Plan (GA) 69,627 · 1,626 off
Upmc Basic Retirement Plan (PA) 74,793 · 3,540 off
Sound Retirement Trust (WA) 75,402 · 4,149 off

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

Frequently Asked Questions

Where does Western Unite Here and Employers Pension Fund rank by assets among Form 5500 filers? ▼

Western Unite Here and Employers Pension Fund ranks in the 100th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which Defined Benefit (Pension) plans are similar in size to Western Unite Here and Employers Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Dte Energy Company Retirement Plan in MI ($3.7B, 3,670 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Western Unite Here and Employers Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mayo Pension Plan in MN (71,743 participants, $11.8B 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 934160766.