Defined Benefit (Pension) · DOL Form 5500 · 2024
Joint Board of Trustees of Local 17 Pension Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 247
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $39,752
- Avg per participant Low balance/head
Official DOL plan name: Bar & Restaurant and on-Sale Pension Plan · Sponsored by Joint Board of Trustees of Local 17 · Minnesota · Food Services & Accommodation
$10M in assets, 247 participants
Joint Board of Trustees of Local 17's Bar & Restaurant and on-Sale Pension Plan reported $10M in total assets and 247 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #3,104 in Food Services & Accommodation (3,672 peers)
Coverage in Minnesota
Bar & Restaurant and on-Sale Pension Plan covers 247 participants in Minnesota, about 22% of the average Minnesota filer (state average ~1,126 per filing). Assets: $10M.
- #3,104
- in Food Services & Accommodation (3,672 peers)
- +10.0%
- 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 2024 · DOL Form 5500
$9,818,849 Top 45% higher than 55% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bar & Restaurant and on-Sale Pension Plan among mid-size filed plans by headcount
Plan-year 2024 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 (247 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bar & Restaurant and on-Sale Pension Plan reported participants rose from 220 in the plan year 2023 filing to 247 in the plan year 2024 filing.
- Bar & Restaurant and on-Sale Pension Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Bar & Restaurant and on-Sale Pension Plan reported net income rose from $835K in the plan year 2023 filing to $892K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 416158573 · Joint Board of Trustees of Local 17 PY 2024 · Defined Benefit (Pension)
Bar & Restaurant and on-Sale Pension Plan · $10M · 247 · 55th
- VS-ST $10M
- BOY 247
- SCH 55th
- EBSA Defined Benefit (Pension)
- PART near The Okonite Company Orangeburg Hourly Employees Pension Plan
- TYPE ind #3104
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
Minnesota filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $892K |
| Employer EIN | 416158573 |
| Plan Effective Date | 1973-11-15 |
| Filing Status | FILING 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
| 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.
- Mayo Pension Plan $11.8B · 71,743
- 3M Employee Retirement Income Plan $8.9B · 9,132
- Wells Fargo & Company Cash Balance Plan $8.3B · 46,875
- U.S. Bank Pension Plan $4.4B · 62,822
- The Travelers Pension Plan $4.2B · 27,237
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 The Okonite Company Orangeburg Hourly Employees Pension Plan in NJ ($10M); by covered participants it is Iatse , Mpt, a & Ac of the U.S. and Canada Local No. 46 Pension Plan in TN (247 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- The Okonite Company Orangeburg Hourly Employees Pension Plan (NJ) $10M · 223
- Anderson-Tully Salaried Employees' Pension Plan (NC) $10M · 6
- Westinghouse Pension Plan for Newington Boilermakers (PA) $10M · 55
- Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust (AL) $10M · 90
Similar participant headcount
Nearest other-state filings by covered participants (247 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.