Other
2023 plan-year Other DOL Form 5500

Local 76 Resort Hotel Industry Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees Local 76 Resort Hotel Industry · New York · Finance & Insurance

What the 2023 filing shows

Local 76 Resort Hotel Industry Pension Plan holds $174K for N/A participants, up 0.9% over the 2023 plan year.

$174K
total plan assets (2023 EOY)
N/A
covered participants
+0.9%
assets growth YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$174K
Participants
N/A
State
Industry
Finance & Insurance

What the Filing Says About Local 76 Resort Hotel Industry Pension Plan

Local 76 Resort Hotel Industry Pension Plan is a Other retirement plan sponsored by Board of Trustees Local 76 Resort Hotel Industry, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $174K in total end-of-year assets and covers N/A participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 516120687, and the plan has been effective since 1961-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $173K at the beginning of 2023 to $174K at year-end — a gain of 0.9%. Net assets (after liabilities) closed the year at $-11,747,985, with reported net income of $-1,375,846 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.

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.

Financial Summary (2023)

Total Assets (Beginning of Year)$173K
Total Assets (End of Year)$174K
Net Assets (End of Year)$-11,747,985
Net Income$-1,375,846
Plan TypeOther
Employer EIN516120687
Plan Effective Date1961-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Local 76 Resort Hotel Industry)

Year Plans Participants Total Assets
2022 1 N/A $173K
2023 1 N/A $174K
2024 1 N/A $167K

Nearby Other Plans in New York

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Local 76 Resort Hotel Industry Pension Plan?
As of the 2023 Form 5500 filing, Local 76 Resort Hotel Industry Pension Plan holds $174K in total assets with N/A participants. It is sponsored by Board of Trustees Local 76 Resort Hotel Industry.
What type of plan is Local 76 Resort Hotel Industry Pension Plan?
Local 76 Resort Hotel Industry Pension Plan is a Other plan. It has been effective since 1961-03-01. The plan is filed with the U.S. Department of Labor under EIN 516120687.
Who sponsors the Local 76 Resort Hotel Industry Pension Plan?
Local 76 Resort Hotel Industry Pension Plan is sponsored by Board of Trustees Local 76 Resort Hotel Industry, located in New York. The sponsor's EIN is 516120687 and the plan operates in the Finance & Insurance industry.
How did Local 76 Resort Hotel Industry Pension Plan perform in 2023?
Local 76 Resort Hotel Industry Pension Plan grew by 0.9% during 2023, moving from $173K to $174K in total assets. Net income was $-1,375,846.
Where can I find official filings for Local 76 Resort Hotel Industry Pension Plan?
Official Form 5500 filings for Local 76 Resort Hotel Industry Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 516120687 or plan name at efast.dol.gov.
How does Local 76 Resort Hotel Industry Pension Plan compare to other plans?
You can compare Local 76 Resort Hotel Industry Pension Plan against other Other plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 516120687.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.