Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of Concession & Program Employees Local 468 Pension Pension Plan

Data updated 2026-08-25

$971K
Total assets Small plan by assets
N/A
Participants Small participant base
23rd
Percentile by assets National rank
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Official DOL plan name: Concession & Program Employees Local 468 Pension Plan · Sponsored by Board of Trustees of Concession & Program Employees Local 468 Pension · California · Arts, Entertainment & Recreation

$971K in assets, N/A participants

Board of Trustees of Concession & Program Employees Local 468 Pension's Concession & Program Employees Local 468 Pension Plan reported $971K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,390 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Concession & Program Employees Local 468 Pension Plan ranks #1,390 of 2,921 2024 filers by assets (2861% of the sector average)-$971K for N/A participants.

#1,390
in Arts, Entertainment & Recreation (2,921 peers)
-16.7%
assets change YoY

The plan reported a net loss of $181K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Concession & Program Employees Local 468 Pension Plan among the smaller filed plans by assets

Concession & Program Employees Local 468 Pension Plan vs every filed plan by assets

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

$970,619 23rd percentile higher than 23% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Concession & Program Employees Local 468 Pension Plan end-of-year assets fell from $1M in the plan year 2023 filing to $971K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 942364669 · Board of Trustees of Concession & Program Employees Local 468 Pension PY 2024 · Defined Benefit (Pension)

Concession & Program Employees Local 468 Pension Plan · $971K · N/A · 23rd

  • VS-ST $971K
  • BOY N/A
  • SCH 23rd
  • EBSA Defined Benefit (Pension)
  • PART near Bertha Cabrera, M.D., S.C. Retirement Plan and Trust
  • TYPE ind #1390

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Concession & Program Employees Local 468 Pension Plan in the asset neighbourhood

Concession & Program Employees Local 468 Pension PlanConcession & Program Employe…$971KBertha Cabrera, M.D., S.C. Retirement Plan and TrustBertha Cabrera, M.D., S.C. R…$969KUfcw Local 50 Pension Fund$974KPension Plan of the Cly-Del Manufacturing CompanyPension Plan of the Cly-Del …$974KCarnegie Corporation of New York Supplemental Pension PlanCarnegie Corporation of New …$964K
End-of-year total assets ($M) among Concession & Program Employees Local 468 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$961K
Net Income-$181K
Employer EIN942364669
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Concession & Program Employees Local 468 Pension)

Sponsor-wide plan assets over time

All Board of Trustees of Concession & Program Employees Local 468 Pension plans reported in each filing year

Latest sponsor-wide plan assets
$971K 27.210872110070966% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $1.33M $0.97M ▼ -27.1%
Year Plans Participants Total Assets
2022 1 N/A $1M
2023 1 N/A $1M
2024 1 N/A $971K

Nearby Defined Benefit (Pension) Plans in California

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

Concession & Program Employees Local 468 Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Concession & Program Employees Local 468 Pension Plan, Total assets ($B): 0.000970619 · Participants: 0Concession & Program Employees Local 468 Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Concession & Program Employees Local 468 Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Concession & Program Employees Local 468 Pension Plan side-by-side with 3 peers →

Concession & Program Employees Local 468 Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside California, the nearest Defined Benefit (Pension) by end-of-year assets is Bertha Cabrera, M.D., S.C. Retirement Plan and Trust in IL at $969K (this filing: $971K).

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 Concession & Program Employees Local 468 Pension Plan assets move in 2024? ▼
Concession & Program Employees Local 468 Pension Plan declined sharply - down 16.7% during 2024, from $1M to $971K. Reported net income was -$181K.
How have Board of Trustees of Concession & Program Employees Local 468 Pension plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Concession & Program Employees Local 468 Pension's sponsor-wide assets declined 27.2%, from $1M to $971K.
Where does Concession & Program Employees Local 468 Pension Plan rank by assets among Form 5500 filers? ▼
Concession & Program Employees Local 468 Pension Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Concession & Program Employees Local 468 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bertha Cabrera, M.D., S.C. Retirement Plan and Trust in IL ($969K, 2 participants).

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 942364669.

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.