Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, Monterey Peninsula Restaurant and Pension Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 1,020
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $65,858
- Avg per participant Below avg balance/head
Official DOL plan name: Monterey Peninsula Restaurant and Hotel Pension Fund · Sponsored by Board of Trustees, Monterey Peninsula Restaurant and · California · Food Services & Accommodation
$67M in assets, 1,020 participants
Board of Trustees, Monterey Peninsula Restaurant and's Monterey Peninsula Restaurant and Hotel Pension Fund reported $67M in total assets and 1,020 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #3,705 in Food Services & Accommodation (3,828 peers)
Where Monterey Peninsula Restaurant and Hotel Pension Fund sits by assets
Monterey Peninsula Restaurant and Hotel Pension Fund sits in the top quartile of all filed plans by assets, $67M for 1,020 participants (~$65,858/participant), up 7.3% in 2023.
- #3,705
- in Food Services & Accommodation (3,828 peers)
- +7.3%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Monterey Peninsula Restaurant and Hotel Pension Fund's outsized position by total assets
Monterey Peninsula Restaurant and Hotel Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$67,175,160 Top 12% higher than 88% 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
Monterey Peninsula Restaurant and Hotel Pension Fund'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. Monterey Peninsula Restaurant and Hotel Pension Fund lands in the large band (1,020 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Monterey Peninsula Restaurant and Hotel Pension Fund reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Monterey Peninsula Restaurant and Hotel Pension Fund end-of-year assets rose from $63M in the plan year 2022 filing to $67M in the plan year 2023 filing.
- Monterey Peninsula Restaurant and Hotel Pension Fund reported participants rose from 960 in the plan year 2022 filing to 1,020 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 516029899 · Board of Trustees, Monterey Peninsula Restaurant and PY 2023 · Defined Benefit (Pension)
Monterey Peninsula Restaurant and Hotel Pension Fund · $67M · 1,020 · 88th
- 5500 $67M
- ASSETS 1,020
- PCT 88th
- EIN Defined Benefit (Pension)
- RANK near Local 73 Retirement Fund
- PHOTO ind #3705
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 →
Monterey Peninsula Restaurant and Hotel Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $5M |
| Employer EIN | 516029899 |
| Plan Effective Date | 1967-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Monterey Peninsula Restaurant and)
Sponsor-wide plan assets over time
All Board of Trustees, Monterey Peninsula Restaurant and plans reported in each filing year
- Latest sponsor-wide plan assets
- $71M 13.937000881243321% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 960 | $63M |
| 2023 | 1 | 1,020 | $67M |
| 2024 | 1 | 1,066 | $71M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Monterey Peninsula Restaurant and Hotel Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Local 73 Retirement Fund in NY ($67M); by covered participants it is Rsm US LLP Market Based Cash Balance Plan in IA (1,018 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- Local 73 Retirement Fund (NY) $67M · 230
- Yellow Retirement Pension Plan (KS) $67M · 255
- Haynes and Boone, LLP Partners' Cash Balance Plan (TX) $67M · 172
- Continental Graphics Employee Pension Plan (WA) $67M · 328
Similar participant headcount
Nearest other-state filings by covered participants (1,020 participants); asset peers above are excluded.
- Rsm US LLP Market Based Cash Balance Plan (IA) 1,018 · 2 off
- Pension Plan of the Segal Company (NY) 1,015 · 5 off
- Clark Equipment Company - Melroe Division, Gwinner, Nd Plant Hourly-Rate Employees' Pension Plan (ND) 1,028 · 8 off
- Shriners Hospitals for Children Employees' Retirement Plan (FL) 1,028 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.