Money Purchase · DOL Form 5500 · 2024
Board of Trustees, East Bay Restaurant & Tavern Money Purchase Plan
Data updated 2026-08-11
- $36M
- Total assets
- 4,313
- Participants
- 80th
- Percentile by assets
- $8,294
- Avg per participant
Official DOL plan name: East Bay Restaurant & Tavern Retirement Plan · Sponsored by Board of Trustees, East Bay Restaurant & Tavern · California · Food Services & Accommodation
$36M in assets, 4,313 participants
Board of Trustees, East Bay Restaurant & Tavern's East Bay Restaurant & Tavern Retirement Plan reported $36M in total assets and 4,313 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 123,622 plans)
- #3,481 in Food Services & Accommodation (3,672 peers)
Coverage in California
East Bay Restaurant & Tavern Retirement Plan covers 4,313 participants in California, 6.8x the typical California plan (state average ~630 per filing). Assets: $36M.
- $36M
- total plan assets (2024 EOY)
- 4,313
- covered participants
- 80th
- percentile by assets (of 123,622 plans)
- $8,294
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- East Bay Restaurant & Tavern Retirement Plan reported participants rose from 1,879 in the plan year 2023 filing to 4,313 in the plan year 2024 filing.
- East Bay Restaurant & Tavern Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- East Bay Restaurant & Tavern Retirement Plan end-of-year assets rose from $32M in the plan year 2023 filing to $36M in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. East Bay Restaurant & Tavern Retirement Plan reports 4,313 participants - 6.8x that state average ($36M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $4M |
| Employer EIN | 946076428 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, East Bay Restaurant & Tavern)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 754 | $27M |
| 2023 | 1 | 1,879 | $32M |
| 2024 | 1 | 4,313 | $36M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
East Bay Restaurant & Tavern Retirement Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to East Bay Restaurant & Tavern Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did East Bay Restaurant & Tavern Retirement Plan assets move in 2024? ▼
How have Board of Trustees, East Bay Restaurant & Tavern plan assets changed over time? ▼
Where does East Bay Restaurant & Tavern Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to East Bay Restaurant & Tavern Retirement Plan? ▼
Next read for East Bay Restaurant & Tavern Retirement …
Filing takeaways
Ways to act on East Bay Restaurant & Tavern Retirement Plan's numbers.
- By total assets, East Bay Restaurant & Tavern Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Board of Trustees, East Bay Restaurant & Tavern's sponsor-wide assets have grown 33.4% since 2022 across 3 plan years on file. More Food Services & Accommodation plans