Money Purchase · DOL Form 5500 · 2024
Board of Trustees, East Bay Restaurant & Tavern Money Purchase Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 4,313
- Participants Above avg headcount
- 80th
- Percentile by assets National rank
- $8,294
- Avg per participant Low balance/head
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.
- #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.
- #3,481
- in Food Services & Accommodation (3,672 peers)
- +12.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
East Bay Restaurant & Tavern Retirement Plan's outsized position by total assets
East Bay Restaurant & Tavern Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,773,575 Top 20% higher than 80% 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
East Bay Restaurant & Tavern Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. East Bay Restaurant & Tavern Retirement Plan lands in the large band (4,313 participants).
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.
Form 5500 schedule snapshot
Filing strip 946076428 · Board of Trustees, East Bay Restaurant & Tavern PY 2024 · Money Purchase
East Bay Restaurant & Tavern Retirement Plan · $36M · 4,313 · 80th
- SCH $36M
- SCH 4,313
- SCH 80th
- SCH Money Purchase
- SCH near Ironworkers Local 380 Retirement and Severance Plan
- SCH ind #3481
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 →
East Bay Restaurant & Tavern Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees, East Bay Restaurant & Tavern plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 33.35028282009788% vs 2022
- 2024 filing year
| 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.
- 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
East Bay Restaurant & Tavern Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Ironworkers Local 380 Retirement and Severance Plan in IL ($36M); by covered participants it is Michigan Laborers' Annuity Fund in MI (4,355 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
Similar participant headcount
Nearest other-state filings by covered participants (4,313 participants); asset peers above are excluded.
- Michigan Laborers' Annuity Fund (MI) 4,355 · 42 off
- Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund (WA) 4,204 · 109 off
- 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff (NH) 4,152 · 161 off
- NECA-IBEW Pension Benefit Trust Fund (MO) 4,119 · 194 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.