East Bay Restaurant & Tavern Retirement Plan Money Purchase Plan

Money Purchase · DOL Form 5500 · 2023

What the Filing Says About East Bay Restaurant & Tavern Retirement Plan

East Bay Restaurant & Tavern Retirement Plan is a Money Purchase retirement plan sponsored by East Bay Restaurant & Tavern Retirement Plan, headquartered in California. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $32M in total end-of-year assets and covers 1,879 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 946076428, and the plan has been effective since 1982-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew sharply from $27M at the beginning of 2023 to $32M at year-end - up 18.2%. Net assets (after liabilities) closed the year at $32M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years East Bay Restaurant & Tavern Retirement Plan has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $27M to $36M, a gain of 33.4%, while reported participants moved from 754 to 4,313 (+472.0%). The strongest year on file by total sponsor assets was 2024 at $36M; the softest was 2022 at $27M. Year-by-year, sponsor-wide filings show: 2022 - $27M in assets across 1 plan covering 754 participants; 2023 - $32M in assets across 1 plan covering 1,879 participants; 2024 - $36M in assets across 1 plan covering 4,313 participants.

By assets, East Bay Restaurant & Tavern Retirement Plan outranks 80% of the 126,618 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M and 730 average participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank East Bay Restaurant & Tavern Retirement Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.