Defined Benefit (Pension) · DOL Form 5500 · 2023

Joint Board of Trustees of Local 17 Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
220
Participants Below avg headcount
56th
Percentile by assets National rank
$40,592
Avg per participant Low balance/head
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Official DOL plan name: Bar & Restaurant and on-Sale Pension Plan · Sponsored by Joint Board of Trustees of Local 17 · Minnesota · Food Services & Accommodation

$9M in assets, 220 participants

Joint Board of Trustees of Local 17's Bar & Restaurant and on-Sale Pension Plan reported $9M in total assets and 220 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,254 in Food Services & Accommodation (3,828 peers)

Coverage in Minnesota

Bar & Restaurant and on-Sale Pension Plan covers 220 participants in Minnesota, about 20% of the average Minnesota filer (state average ~1,126 per filing). Assets: $9M.

#3,254
in Food Services & Accommodation (3,828 peers)
+10.4%
assets growth YoY

Bar & Restaurant and on-Sale Pension Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Bar & Restaurant and on-Sale Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,930,145 Top 44% higher than 56% of 127,068 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 2023

Bar & Restaurant and on-Sale Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bar & Restaurant and on-Sale Pension Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bar & Restaurant and on-Sale Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $835K in the plan year 2023 filing.
  • Bar & Restaurant and on-Sale Pension Plan reported participants rose from 112 in the plan year 2022 filing to 220 in the plan year 2023 filing.
  • Bar & Restaurant and on-Sale Pension Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 416158573 · Joint Board of Trustees of Local 17 PY 2023 · Defined Benefit (Pension)

Bar & Restaurant and on-Sale Pension Plan · $9M · 220 · 56th

  • EBSA $9M
  • PART 220
  • TYPE 56th
  • NET Defined Benefit (Pension)
  • BOOK near Pension Plan of International Union of Bricklayers Allied Craftworkers, Local #15 PA
  • VS-ST ind #3254

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 Minnesota →

Bar & Restaurant and on-Sale Pension Plan in the asset neighbourhood

Pension Plan of International Union of Bricklayers Allied Craftworkers, Local #15 PAPension Plan of Internationa…$9MBar & Restaurant and on-Sale Pension PlanBar & Restaurant and on-Sale…$9MAmerican Ingredients Company Retirement PlanAmerican Ingredients Company…$9MExco Noonan Inc. Pension Plan$9MHematology Oncology Associates of Fredericksburg, Inc. Employees' Defined Benefit PlanHematology Oncology Associat…$9M
End-of-year total assets ($M) among Bar & Restaurant and on-Sale Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$835K
Employer EIN416158573
Plan Effective Date1973-11-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Board of Trustees of Local 17)

Sponsor-wide plan assets over time

All Joint Board of Trustees of Local 17 plans reported in each filing year

Latest sponsor-wide plan assets
$10M 21.35321732484404% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $8.09M $9.82M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 112 $8M
2023 1 220 $9M
2024 1 247 $10M

Nearby Defined Benefit (Pension) Plans in Minnesota

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

Bar & Restaurant and on-Sale Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Bar & Restaurant and on-Sale Pension Plan, Total assets ($B): 0.008930145 · Participants: 220Bar & Restaurant and on-Sale Pension Plan3M Employee Retirement Income Plan, Total assets ($B): 14.281991028 · Participants: 106383M Employee Retirement Income PlanMayo Pension Plan, Total assets ($B): 11.032936702 · Participants: 69155Mayo Pension PlanThe Travelers Pension Plan, Total assets ($B): 4.150985971 · Participants: 24884The Travelers Pension PlanGeneral Mills Pension Plan I, Total assets ($B): 3.991064596 · Participants: 383General Mills Pension Plan IU.S. Bank Pension Plan, Total assets ($B): 3.969502742 · Participants: 56287U.S. Bank Pension Plan
Bar & Restaurant and on-Sale Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Bar & Restaurant and on-Sale Pension Plan side-by-side with 3 peers →

Bar & Restaurant and on-Sale Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Pension Plan of International Union of Bricklayers Allied Craftworkers, Local #15 PA in VA ($9M); by covered participants it is Franklin Electric Co., Inc. Pension Plan in IN (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bar & Restaurant and on-Sale Pension Plan assets move in 2023? ▼
Bar & Restaurant and on-Sale Pension Plan grew at a solid clip - up 10.4% during 2023, from $8M to $9M. Reported net income was $835K.
How have Joint Board of Trustees of Local 17 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees of Local 17's sponsor-wide assets grew 21.4%, from $8M to $10M.
Which Defined Benefit (Pension) plans are similar in size to Bar & Restaurant and on-Sale Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of International Union of Bricklayers Allied Craftworkers, Local #15 PA in VA ($9M, 28 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bar & Restaurant and on-Sale Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Franklin Electric Co., Inc. Pension Plan in IN (220 participants, $107M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 416158573.

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.