Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees, Monterey Peninsula Restaurant and Pension Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
960
Participants Near avg headcount
90th
Percentile by assets National rank
$65,192
Avg per participant Low balance/head
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Official DOL plan name: Monterey Peninsula Restaurant and Hotel Pension Fund · Sponsored by Board of Trustees, Monterey Peninsula Restaurant and · California · Food Services & Accommodation

$63M in assets, 960 participants

Board of Trustees, Monterey Peninsula Restaurant and's Monterey Peninsula Restaurant and Hotel Pension Fund reported $63M in total assets and 960 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #4,477 in Food Services & Accommodation (4,592 peers)

Where Monterey Peninsula Restaurant and Hotel Pension Fund sits by assets

Monterey Peninsula Restaurant and Hotel Pension Fund sits in the top 10% of all filed plans by assets, $63M for 960 participants (~$65,192/participant), up 3.0% in 2022.

#4,477
in Food Services & Accommodation (4,592 peers)
+3.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Monterey Peninsula Restaurant and Hotel Pension Fund's outsized position by total assets

Monterey Peninsula Restaurant and Hotel Pension Fund vs every filed plan by assets

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

$62,584,304 Top 10% higher than 90% 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

Monterey Peninsula Restaurant and Hotel Pension Fund 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. Monterey Peninsula Restaurant and Hotel Pension Fund sits mid-pack in the medium band (960 participants).

DOL schedule card

Filing strip 516029899 · Board of Trustees, Monterey Peninsula Restaurant and PY 2022 · Defined Benefit (Pension)

Monterey Peninsula Restaurant and Hotel Pension Fund · $63M · 960 · 90th

  • 5500 $63M
  • ASSETS 960
  • PCT 90th
  • EIN Defined Benefit (Pension)
  • RANK near King Industries, Inc. Pension Plan
  • PHOTO ind #4477

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 →

Monterey Peninsula Restaurant and Hotel Pension Fund in the asset neighbourhood

Sgl Group US Retirement Plan$63MMonterey Peninsula Restaurant and Hotel Pension FundMonterey Peninsula Restauran…$63MKing Industries, Inc. Pension PlanKing Industries, Inc. Pensio…$63MTopco Associates LLC Pension PlanTopco Associates LLC Pension…$63MPension Plan of Rmi Titanium CompanyPension Plan of Rmi Titanium…$62M
End-of-year total assets ($M) among Monterey Peninsula Restaurant and Hotel Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$62M
Net Income$2M
Employer EIN516029899
Plan Effective Date1967-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Monterey Peninsula Restaurant and)

Sponsor-wide plan assets over time

All Board of Trustees, Monterey Peninsula Restaurant and plans reported in each filing year

Latest sponsor-wide plan assets
$71M 13.937000881243321% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $62.6M $71.3M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 960 $63M
2023 1 1,020 $67M
2024 1 1,066 $71M

Nearby Defined Benefit (Pension) Plans in California

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

Monterey Peninsula Restaurant and Hotel Pension Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Monterey Peninsula Restaurant and Hotel Pension Fund, Total assets ($B): 0.062584304 · Participants: 960Monterey Peninsula Restaurant and Hotel Pension FundKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Monterey Peninsula Restaurant and Hotel Pension Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Monterey Peninsula Restaurant and Hotel Pension Fund side-by-side with 3 peers →

Monterey Peninsula Restaurant and Hotel Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is King Industries, Inc. Pension Plan in CT ($63M); by covered participants it is Painters District Council No. 30 Pension Fund in IL (960 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($63M here).

Similar participant headcount

Nearest other-state filings by covered participants (960 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 Monterey Peninsula Restaurant and Hotel Pension Fund assets move in 2022? ▼
Monterey Peninsula Restaurant and Hotel Pension Fund edged up modestly - up 3.0% during 2022, from $61M to $63M. Reported net income was $2M.
How have Board of Trustees, Monterey Peninsula Restaurant and plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Monterey Peninsula Restaurant and's sponsor-wide assets grew 13.9%, from $63M to $71M.
Where does Monterey Peninsula Restaurant and Hotel Pension Fund rank by assets among Form 5500 filers? ▼
Monterey Peninsula Restaurant and Hotel Pension Fund ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Monterey Peninsula Restaurant and Hotel Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is King Industries, Inc. Pension Plan in CT ($63M, 93 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Monterey Peninsula Restaurant and Hotel Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Painters District Council No. 30 Pension Fund in IL (960 participants, $395M 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 516029899.

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.