Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees, Los Angeles Hotel-Restaurant Pension Plan
Data updated 2026-08-25
- $422M
- Total assets Above avg plan size
- 14,440
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $29,205
- Avg per participant Low balance/head
Official DOL plan name: Los Angeles Hotel-Restaurant Employer-Union Retirement Fund · Sponsored by Board of Trustees, Los Angeles Hotel-Restaurant · California · Food Services & Accommodation
$422M in assets, 14,440 participants
Board of Trustees, Los Angeles Hotel-Restaurant's Los Angeles Hotel-Restaurant Employer-Union Retirement Fund reported $422M in total assets and 14,440 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #3,642 in Food Services & Accommodation (3,672 peers)
Coverage in California
Los Angeles Hotel-Restaurant Employer-Union Retirement Fund covers 14,440 participants in California, 23x the typical California plan (state average ~630 per filing). Assets: $422M.
- #3,642
- in Food Services & Accommodation (3,672 peers)
- +17.5%
- assets growth YoY
- 4.2×
- vs typical plan assets (national mean)
Los Angeles Hotel-Restaurant Employer-Union Retirement Fund's outsized position by total assets
Los Angeles Hotel-Restaurant Employer-Union Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$421,719,187 Top 3% higher than 97% 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
Los Angeles Hotel-Restaurant Employer-Union Retirement 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. Los Angeles Hotel-Restaurant Employer-Union Retirement Fund is a mega filing (14,440 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Los Angeles Hotel-Restaurant Employer-Union Retirement Fund reported participants rose from 12,087 in the plan year 2023 filing to 14,440 in the plan year 2024 filing.
- Los Angeles Hotel-Restaurant Employer-Union Retirement Fund end-of-year assets rose from $359M in the plan year 2023 filing to $422M in the plan year 2024 filing.
- Los Angeles Hotel-Restaurant Employer-Union Retirement Fund reported net income rose from $59M in the plan year 2023 filing to $63M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 956098404 · Board of Trustees, Los Angeles Hotel-Restaurant PY 2024 · Defined Benefit (Pension)
Los Angeles Hotel-Restaurant Employer-Union Retirement Fund · $422M · 14,440 · 97th
- BOY $422M
- BOY 14,440
- BOY 97th
- BOY Defined Benefit (Pension)
- BOY near Sheet Metal Workers Local Union No. 80 Pension Fund
- BOY ind #3642
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 →
Los Angeles Hotel-Restaurant Employer-Union Retirement Fund in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $359M |
|---|---|
| Net Assets (End of Year) | $421M |
| Net Income | $63M |
| Employer EIN | 956098404 |
| Plan Effective Date | 1956-01-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Los Angeles Hotel-Restaurant)
Sponsor-wide plan assets over time
All Board of Trustees, Los Angeles Hotel-Restaurant plans reported in each filing year
- Latest sponsor-wide plan assets
- $422M 40.586289160038476% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,650 | $300M |
| 2023 | 1 | 12,087 | $359M |
| 2024 | 1 | 14,440 | $422M |
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
Scale composition for Los Angeles Hotel-Restaurant Employer-Union Retirement Fund
Los Angeles Hotel-Restaurant Employer-Union Retirement Fund reports $422M in end-of-year assets across 14,440 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $29,205 per participant (21% of the national average assets-per-participant) . Net income for plan year 2024 was $63M.
This plan identity (EIN 956098404, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $300M to $422M (+40.6%) while covered participants moved from 9,650 to 14,440 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,650 | $300M | Open filing |
| 2023 | 12,087 | $359M | Open filing |
| 2024 · index core | 14,440 | $422M | This page |
Los Angeles Hotel-Restaurant Employer-Union Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Sheet Metal Workers Local Union No. 80 Pension Fund in MI ($422M); by covered participants it is Nextera Energy, Inc. Employee Pension Plan in FL (14,419 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($422M here).
- Sheet Metal Workers Local Union No. 80 Pension Fund (MI) $422M · 1,303
- Allete & Affiliated Companies Retirement Plan C (MN) $422M · 160
- Sw Oh Regional Council of Carpenters Pension Plan (MI) $421M · 1,587
- Consolidated Communications Retirement Plan (TX) $421M · 1,309
Similar participant headcount
Nearest other-state filings by covered participants (14,440 participants); asset peers above are excluded.
- Nextera Energy, Inc. Employee Pension Plan (FL) 14,419 · 21 off
- Laborers District Council & Contractors Pension Fund of Ohio (OH) 14,573 · 133 off
- Delta Air Lines, Inc. Market Based Cash Balance Plan (GA) 14,012 · 428 off
- Corning Incorporated Pension Plan (NY) 14,938 · 498 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.