Profit Sharing · DOL Form 5500 · 2023

The Board of Trustees of the Food & Beverage Workers Union 23 & Emp. P Profit Sharing Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
1,680
Participants Near avg headcount
84th
Percentile by assets National rank
$26,055
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Food & Beverage Workers Union Local 23 & Employers Pension Plan · Sponsored by The Board of Trustees of the Food & Beverage Workers Union 23 & Emp. P · Arizona · Food Services & Accommodation

$44M in assets, 1,680 participants

The Board of Trustees of the Food & Beverage Workers Union 23 & Emp. P's Food & Beverage Workers Union Local 23 & Employers Pension Plan reported $44M in total assets and 1,680 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #3,665 in Food Services & Accommodation (3,828 peers)

Coverage in Arizona

Food & Beverage Workers Union Local 23 & Employers Pension Plan covers 1,680 participants in Arizona, 3.0x the typical Arizona plan (state average ~564 per filing). Assets: $44M.

#3,665
in Food Services & Accommodation (3,828 peers)
+17.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Food & Beverage Workers Union Local 23 & Employers Pension Plan's outsized position by total assets

Food & Beverage Workers Union Local 23 & Employers Pension Plan vs every filed plan by assets

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

$43,771,636 Top 16% higher than 84% 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

Food & Beverage Workers Union Local 23 & Employers Pension 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. Food & Beverage Workers Union Local 23 & Employers Pension Plan lands in the large band (1,680 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Food & Beverage Workers Union Local 23 & Employers Pension Plan reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Food & Beverage Workers Union Local 23 & Employers Pension Plan reported participants rose from 977 in the plan year 2022 filing to 1,680 in the plan year 2023 filing.
  • Food & Beverage Workers Union Local 23 & Employers Pension Plan end-of-year assets rose from $37M in the plan year 2022 filing to $44M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 521806724 · The Board of Trustees of the Food & Beverage Workers Union 23 & Emp. P PY 2023 · Profit Sharing

Food & Beverage Workers Union Local 23 & Employers Pension Plan · $44M · 1,680 · 84th

  • EIN $44M
  • EIN 1,680
  • EIN 84th
  • EIN Profit Sharing
  • EIN near Philadelphia Federal Credit Union Capital Accumulation Plan
  • EIN ind #3665

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 Arizona →

Food & Beverage Workers Union Local 23 & Employers Pension Plan in the asset neighbourhood

401(k) Profit Sharing Plan for Employees of Adapt Community Network401(k) Profit Sharing Plan f…$44MPhiladelphia Federal Credit Union Capital Accumulation PlanPhiladelphia Federal Credit …$44MFood & Beverage Workers Union Local 23 & Employers Pension PlanFood & Beverage Workers Unio…$44MOffice of the Commissioner of Baseball Umpires' Defined Contribution PlanOffice of the Commissioner o…$44MTennant Related Companies Profit Sharing Plan and TrustTennant Related Companies Pr…$44M
End-of-year total assets ($M) among Food & Beverage Workers Union Local 23 & Employers Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$44M
Net Income$6M
Employer EIN521806724
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Board of Trustees of the Food & Beverage Workers Union 23 & Emp. P)

Sponsor-wide plan assets over time

All The Board of Trustees of the Food & Beverage Workers Union 23 & Emp. P plans reported in each filing year

Latest sponsor-wide plan assets
$50M 33.89631809666987% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.3M $49.9M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 977 $37M
2023 1 1,680 $44M
2024 1 5,107 $50M

Nearby Profit Sharing Plans in Arizona

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Food & Beverage Workers Union Local 23 & Employers Pension Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 2030405060 Total assets ($M) Participants Food & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC PlanSobel Medical Consultants, PC Profit Sharing Plan, Total assets ($M): 25.419538 · Participants: 20Sobel Medical Consultants, PC Profit Sharing Plan
Food & Beverage Workers Union Local 23 & Employers Pension Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Food & Beverage Workers Union Local 23 & Employers Pension Plan side-by-side with 3 peers →

Food & Beverage Workers Union Local 23 & Employers Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Philadelphia Federal Credit Union Capital Accumulation Plan in PA ($44M); by covered participants it is Osu Physicians, Inc. Interim Retirement Plan in OH (1,681 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,680 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 Food & Beverage Workers Union Local 23 & Employers Pension Plan assets move in 2023? ▼
Food & Beverage Workers Union Local 23 & Employers Pension Plan grew sharply - up 17.5% during 2023, from $37M to $44M. Reported net income was $6M.
How have The Board of Trustees of the Food & Beverage Workers Union 23 & Emp. P plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Board of Trustees of the Food & Beverage Workers Union 23 & Emp. P's sponsor-wide assets grew 33.9%, from $37M to $50M.
Where does Food & Beverage Workers Union Local 23 & Employers Pension Plan rank by assets among Form 5500 filers? ▼
Food & Beverage Workers Union Local 23 & Employers Pension Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Food & Beverage Workers Union Local 23 & Employers Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Philadelphia Federal Credit Union Capital Accumulation Plan in PA ($44M, 252 participants).
Which Profit Sharing plans cover a similar participant headcount to Food & Beverage Workers Union Local 23 & Employers Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Osu Physicians, Inc. Interim Retirement Plan in OH (1,681 participants, $161M 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 521806724.

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.