Money Purchase · DOL Form 5500 · 2022

Board of Trustees Hotel & Restaurant Industry Pension Trust Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
409
Participants Below avg headcount
31st
Percentile by assets National rank
$3,950
Avg per participant Low balance/head
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Official DOL plan name: Hotel & Restaurant Industry Restated Pension Plan · Sponsored by Board of Trustees Hotel & Restaurant Industry Pension Trust · Wisconsin · Food Services & Accommodation

$2M in assets, 409 participants

Board of Trustees Hotel & Restaurant Industry Pension Trust's Hotel & Restaurant Industry Restated Pension Plan reported $2M in total assets and 409 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #3,033 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Hotel & Restaurant Industry Restated Pension Plan ranks #3,033 of 4,592 2022 filers by assets (1211% of the sector average)-$2M for 409 participants.

#3,033
in Food Services & Accommodation (4,592 peers)
-11.7%
assets change YoY

The plan reported a net loss of $210K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hotel & Restaurant Industry Restated Pension Plan among the smaller filed plans by assets

Hotel & Restaurant Industry Restated Pension Plan vs every filed plan by assets

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

$1,615,465 31st percentile higher than 31% 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

Hotel & Restaurant Industry Restated 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. Hotel & Restaurant Industry Restated Pension Plan sits mid-pack in the medium band (409 participants).

Plan-year Form 5500 strip

Filing strip 391392726 · Board of Trustees Hotel & Restaurant Industry Pension Trust PY 2022 · Money Purchase

Hotel & Restaurant Industry Restated Pension Plan · $2M · 409 · 31st

  • SCH $2M
  • EBSA 409
  • PART 31st
  • TYPE Money Purchase
  • NET near Lewellen Accountancy Corporation Retirement Trust
  • BOOK ind #3033

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 Wisconsin →

Hotel & Restaurant Industry Restated Pension Plan in the asset neighbourhood

Wellmont Hawkins County Memorial Hospital Pension PlanWellmont Hawkins County Memo…$2MHenry M. Sweeny Company Money Purchase Pension PlanHenry M. Sweeny Company Mone…$2MHotel & Restaurant Industry Restated Pension PlanHotel & Restaurant Industry …$2MLewellen Accountancy Corporation Retirement TrustLewellen Accountancy Corpora…$2MNotre Dame High School Gra Qualified Group Retirement AnnuityNotre Dame High School Gra Q…$2M
End-of-year total assets ($M) among Hotel & Restaurant Industry Restated Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$210K
Employer EIN391392726
Plan Effective Date1974-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Hotel & Restaurant Industry Pension Trust)

Sponsor-wide plan assets over time

All Board of Trustees Hotel & Restaurant Industry Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$2M 3.9804019276183635% vs 2022
2024 filing year
$1.5M$1.55M$1.6M$1.65M$1.7M 202220232024 $1.62M $1.68M ▲ +3.7%
Year Plans Participants Total Assets
2022 1 409 $2M
2023 1 531 $2M
2024 1 586 $2M

Nearby Money Purchase Plans in Wisconsin

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Hotel & Restaurant Industry Restated Pension Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Hotel & Restaurant Industry Restated Pension Plan, Total assets ($B): 0.001615465 · Participants: 409Hotel & Restaurant Industry Restated Pension PlanEmployees Retirement Plan of Marshfield Clinic, Total assets ($B): 1.328108125 · Participants: 8253Employees Retirement Plan of Marshfield ClinicTelephone and Data Systems, Inc. Pension Plan, Total assets ($B): 0.414078062 · Participants: 5694Telephone and Data Systems, Inc. Pension PlanPlumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan, Total assets ($B): 0.374284863 · Participants: 1715Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) PlanNorth Central States Regional Council of Carpenters Supplemental Retirement Plan, Total assets ($B): 0.235050826 · Participants: 9656North Central States Regional Council of Carpenters Supplemental Retirement PlanAspirus, Inc. Frozen 401(a) Plan, Total assets ($B): 0.13253267 · Participants: 2778Aspirus, Inc. Frozen 401(a) Plan
Hotel & Restaurant Industry Restated Pension Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
Compare Hotel & Restaurant Industry Restated Pension Plan side-by-side with 3 peers →

Hotel & Restaurant Industry Restated Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Wisconsin, the nearest Money Purchase by assets is Lewellen Accountancy Corporation Retirement Trust in CA ($2M); by covered participants it is Oup USA Defined Contribution Retirement Plan in NY (412 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (409 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 Hotel & Restaurant Industry Restated Pension Plan assets move in 2022? ▼
Hotel & Restaurant Industry Restated Pension Plan pulled back noticeably - down 11.7% during 2022, from $2M to $2M. Reported net income was -$210K.
How have Board of Trustees Hotel & Restaurant Industry Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Hotel & Restaurant Industry Pension Trust's sponsor-wide assets grew 4.0%, from $2M to $2M.
Which Money Purchase plans are similar in size to Hotel & Restaurant Industry Restated Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Lewellen Accountancy Corporation Retirement Trust in CA ($2M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Hotel & Restaurant Industry Restated Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Oup USA Defined Contribution Retirement Plan in NY (412 participants, $70M 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 391392726.

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.