Money Purchase · DOL Form 5500 · 2022
East Bay Restaurant & Tavern Retirement Plan Money Purchase Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 754
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $35,579
- Avg per participant Low balance/head
Official DOL plan name: East Bay Restaurant & Tavern Retirement Plan · Sponsored by East Bay Restaurant & Tavern Retirement Plan · California · Food Services & Accommodation
$27M in assets, 754 participants
East Bay Restaurant & Tavern Retirement Plan's East Bay Restaurant & Tavern Retirement Plan reported $27M in total assets and 754 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #4,389 in Food Services & Accommodation (4,592 peers)
Where East Bay Restaurant & Tavern Retirement Plan sits by assets
East Bay Restaurant & Tavern Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 754 participants (~$35,579/participant), down 19.6% in 2022.
- #4,389
- in Food Services & Accommodation (4,592 peers)
- -19.6%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
East Bay Restaurant & Tavern Retirement Plan's outsized position by total assets
East Bay Restaurant & Tavern Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,826,771 Top 19% higher than 81% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
East Bay Restaurant & Tavern Retirement 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. East Bay Restaurant & Tavern Retirement Plan sits mid-pack in the medium band (754 participants).
EBSA filing schedule strip
Filing strip 946076428 · East Bay Restaurant & Tavern Retirement Plan PY 2022 · Money Purchase
East Bay Restaurant & Tavern Retirement Plan · $27M · 754 · 81st
- RANK $27M
- PHOTO 754
- IND 81st
- EOY Money Purchase
- 5500 near Ufcw Local 2013 Annuity Fund
- ASSETS ind #4389
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 →
East Bay Restaurant & Tavern Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$6M |
| Employer EIN | 946076428 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (East Bay Restaurant & Tavern Retirement Plan)
Sponsor-wide plan assets over time
All East Bay Restaurant & Tavern Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 33.35028282009788% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 754 | $27M |
| 2023 | 1 | 1,879 | $32M |
| 2024 | 1 | 4,313 | $36M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
East Bay Restaurant & Tavern Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Ufcw Local 2013 Annuity Fund in NY ($27M); by covered participants it is Mississippi Action for Progress, Inc Retirement Plan in MS (758 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (754 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.