Money Purchase · DOL Form 5500 · 2023
East Bay Restaurant & Tavern Retirement Plan Money Purchase Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 1,879
- Participants Near avg headcount
- 80th
- Percentile by assets National rank
- $16,874
- 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
$32M in assets, 1,879 participants
East Bay Restaurant & Tavern Retirement Plan's East Bay Restaurant & Tavern Retirement Plan reported $32M in total assets and 1,879 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #3,633 in Food Services & Accommodation (3,828 peers)
Coverage in California
East Bay Restaurant & Tavern Retirement Plan covers 1,879 participants in California, 3.0x the typical California plan (state average ~630 per filing). Assets: $32M.
- #3,633
- in Food Services & Accommodation (3,828 peers)
- +18.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$31,706,722 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
East Bay Restaurant & Tavern Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. East Bay Restaurant & Tavern Retirement Plan lands in the large band (1,879 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- East Bay Restaurant & Tavern Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- East Bay Restaurant & Tavern Retirement Plan reported participants rose from 754 in the plan year 2022 filing to 1,879 in the plan year 2023 filing.
- East Bay Restaurant & Tavern Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 946076428 · East Bay Restaurant & Tavern Retirement Plan PY 2023 · Money Purchase
East Bay Restaurant & Tavern Retirement Plan · $32M · 1,879 · 80th
- IND $32M
- EOY 1,879
- 5500 80th
- ASSETS Money Purchase
- PCT near Mosaic & Terrazzo Workers' Annuity Fund
- EIN ind #3633
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
California filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $5M |
| 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. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
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 Mosaic & Terrazzo Workers' Annuity Fund in NY ($32M); by covered participants it is Electricians Local Union No. 606 Pension-Annuity Fund in TN (1,863 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,879 participants); asset peers above are excluded.
- Electricians Local Union No. 606 Pension-Annuity Fund (TN) 1,863 · 16 off
- Thrivent Capital Accumulation Plan (MN) 1,896 · 17 off
- Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan (WI) 1,856 · 23 off
- Local 210's Annuity Fund (NY) 1,835 · 44 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.