Money Purchase · DOL Form 5500 · 2022
Board of Trustees Hotel & Restaurant Industry Pension Trust Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 409
- Participants
- 31st
- Percentile by assets
- $3,950
- Avg per participant
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.
- 31st percentile by assets (of 139,126 plans)
- #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.
- $2M
- total plan assets (2022 EOY)
- 409
- covered participants
- 31st
- percentile by assets (of 139,126 plans)
- $3,950
- avg assets per participant
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.
Rank #3,033 in Food Services & Accommodation
Among 4,592 Food Services & Accommodation plans that filed a Form 5500 for plan year 2022, Hotel & Restaurant Industry Restated Pension Plan ranks #3,033 by end-of-year assets - about 1211% of the sector average of $20M. Nationally it sits in the 31st percentile, a stronger position within its industry than across all filers.
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$210K |
| Employer EIN | 391392726 |
| Plan Effective Date | 1974-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Hotel & Restaurant Industry Pension Trust)
| 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
- Employees Retirement Plan of Marshfield Clinic $1.3B · 8,253
- Telephone and Data Systems, Inc. Pension Plan $414M · 5,694
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan $374M · 1,715
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $235M · 9,656
- Aspirus, Inc. Frozen 401(a) Plan $133M · 2,778
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Hotel & Restaurant Industry Restated Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Hotel & Restaurant Industry Restated Pension Plan assets move in 2022? ▼
How have Board of Trustees Hotel & Restaurant Industry Pension Trust plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Hotel & Restaurant Industry Restated Pension Plan? ▼
Next read for Hotel & Restaurant Industry Restated Pen…
Filing takeaways
Ways to act on Hotel & Restaurant Industry Restated Pension Plan's numbers.
- By total assets, Hotel & Restaurant Industry Restated Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Wisconsin. Compare plans
- Board of Trustees Hotel & Restaurant Industry Pension Trust's sponsor-wide assets have grown 4.0% since 2022 across 3 plan years on file. More Food Services & Accommodation plans