Defined Benefit (Pension) · DOL Form 5500 · 2022

Joint Board of Trustees of Local 17 Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
112
Participants Small participant base
61st
Percentile by assets National rank
$72,242
Avg per participant Below avg balance/head
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Official DOL plan name: Bar & Restaurant and on-Sale Pension Plan · Sponsored by Joint Board of Trustees of Local 17 · Minnesota · Food Services & Accommodation

$8M in assets, 112 participants

Joint Board of Trustees of Local 17's Bar & Restaurant and on-Sale Pension Plan reported $8M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,020 in Food Services & Accommodation (4,592 peers)

Coverage in Minnesota

Bar & Restaurant and on-Sale Pension Plan covers 112 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $8M.

#4,020
in Food Services & Accommodation (4,592 peers)
-18.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bar & Restaurant and on-Sale Pension Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Bar & Restaurant and on-Sale Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,091,132 Top 39% higher than 61% of 139,123 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 2022

Bar & Restaurant and on-Sale Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bar & Restaurant and on-Sale Pension Plan sits mid-pack in the medium band (112 participants).

Published 5500 schedule card

Filing strip 416158573 · Joint Board of Trustees of Local 17 PY 2022 · Defined Benefit (Pension)

Bar & Restaurant and on-Sale Pension Plan · $8M · 112 · 61st

  • TYPE $8M
  • TYPE 112
  • TYPE 61st
  • TYPE Defined Benefit (Pension)
  • TYPE near Swanson Industries, Inc. Pension Plan
  • TYPE ind #4020

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 Minnesota →

Bar & Restaurant and on-Sale Pension Plan in the asset neighbourhood

Bar & Restaurant and on-Sale Pension PlanBar & Restaurant and on-Sale…$8MSwanson Industries, Inc. Pension PlanSwanson Industries, Inc. Pen…$8MRetirement Plan for Employees of Case, Pomeroy & Company, Inc.Retirement Plan for Employee…$8MRetirement Plan for Salaried Employees of International Mill Service, Inc.Retirement Plan for Salaried…$8MMoustafa E. Alamy M.D., Inc. Defined Benefit Pension PlanMoustafa E. Alamy M.D., Inc.…$8M
End-of-year total assets ($M) among Bar & Restaurant and on-Sale Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN416158573
Plan Effective Date1973-11-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Board of Trustees of Local 17)

Sponsor-wide plan assets over time

All Joint Board of Trustees of Local 17 plans reported in each filing year

Latest sponsor-wide plan assets
$10M 21.35321732484404% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $8.09M $9.82M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 112 $8M
2023 1 220 $9M
2024 1 247 $10M

Nearby Defined Benefit (Pension) Plans in Minnesota

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

Bar & Restaurant and on-Sale Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Bar & Restaurant and on-Sale Pension Plan, Total assets ($B): 0.008091132 · Participants: 112Bar & Restaurant and on-Sale Pension Plan3M Employee Retirement Income Plan, Total assets ($B): 14.047885796 · Participants: 121603M Employee Retirement Income PlanMayo Pension Plan, Total assets ($B): 10.299849315 · Participants: 66434Mayo Pension PlanThe Travelers Pension Plan, Total assets ($B): 3.940696075 · Participants: 25144The Travelers Pension PlanU.S. Bank Pension Plan, Total assets ($B): 3.73901396 · Participants: 55836U.S. Bank Pension PlanTarget Corporation Pension Plan, Total assets ($B): 3.348662968 · Participants: 50515Target Corporation Pension Plan
Bar & Restaurant and on-Sale Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Bar & Restaurant and on-Sale Pension Plan side-by-side with 3 peers →

Bar & Restaurant and on-Sale Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Swanson Industries, Inc. Pension Plan in WV ($8M); by covered participants it is Cancer Partners of Nebraska Cash Balance Plan in NE (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bar & Restaurant and on-Sale Pension Plan assets move in 2022? ▼
Bar & Restaurant and on-Sale Pension Plan declined sharply - down 18.3% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Joint Board of Trustees of Local 17 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees of Local 17's sponsor-wide assets grew 21.4%, from $8M to $10M.
Which Defined Benefit (Pension) plans are similar in size to Bar & Restaurant and on-Sale Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Swanson Industries, Inc. Pension Plan in WV ($8M, 75 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bar & Restaurant and on-Sale Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cancer Partners of Nebraska Cash Balance Plan in NE (112 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 416158573.

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.