Money Purchase · DOL Form 5500 · 2022
East Bay Restaurant & Tavern Retirement Plan Money Purchase Plan
Data updated 2026-08-11
- $27M
- Total assets
- 754
- Participants
- 81st
- Percentile by assets
- $35,579
- Avg per participant
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.
- 81st percentile by assets (of 139,126 plans)
- #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.
- $27M
- total plan assets (2022 EOY)
- 754
- covered participants
- 81st
- percentile by assets (of 139,126 plans)
- $35,579
- avg assets per participant
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 vs the 2022 asset distribution
By assets, East Bay Restaurant & Tavern Retirement Plan outranks 81% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
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)
| 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.
East Bay Restaurant & Tavern Retirement Plan vs. nearby Money Purchase plans in California, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to East Bay Restaurant & Tavern Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did East Bay Restaurant & Tavern Retirement Plan assets move in 2022? ▼
How have East Bay Restaurant & Tavern Retirement Plan plan assets changed over time? ▼
Where does East Bay Restaurant & Tavern Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to East Bay Restaurant & Tavern Retirement Plan? ▼
Next read for East Bay Restaurant & Tavern Retirement …
Scale reading
Ways to act on East Bay Restaurant & Tavern Retirement Plan's numbers.
- By total assets, East Bay Restaurant & Tavern Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- East Bay Restaurant & Tavern Retirement Plan's sponsor-wide assets have grown 33.4% since 2022 across 3 plan years on file. More Food Services & Accommodation plans