Profit Sharing · DOL Form 5500 · 2024
The Board of Trustees of the Food & Beverage Workers Union 23 & Emp. P Profit Sharing Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 5,107
- Participants Above avg headcount
- 84th
- Percentile by assets National rank
- $9,765
- Avg per participant Low balance/head
Official DOL plan name: Food & Beverage Workers Union Local 23 & Employers Pension Plan · Sponsored by The Board of Trustees of the Food & Beverage Workers Union 23 & Emp. P · Arizona · Food Services & Accommodation
$50M in assets, 5,107 participants
The Board of Trustees of the Food & Beverage Workers Union 23 & Emp. P's Food & Beverage Workers Union Local 23 & Employers Pension Plan reported $50M in total assets and 5,107 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #3,516 in Food Services & Accommodation (3,672 peers)
Coverage in Arizona
Food & Beverage Workers Union Local 23 & Employers Pension Plan covers 5,107 participants in Arizona, 9.1x the typical Arizona plan (state average ~564 per filing). Assets: $50M.
- #3,516
- in Food Services & Accommodation (3,672 peers)
- +13.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Food & Beverage Workers Union Local 23 & Employers Pension Plan's outsized position by total assets
Food & Beverage Workers Union Local 23 & Employers Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$49,870,633 Top 16% higher than 84% 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
Food & Beverage Workers Union Local 23 & Employers Pension 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. Food & Beverage Workers Union Local 23 & Employers Pension Plan lands in the large band (5,107 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Food & Beverage Workers Union Local 23 & Employers Pension Plan reported participants rose from 1,680 in the plan year 2023 filing to 5,107 in the plan year 2024 filing.
- Food & Beverage Workers Union Local 23 & Employers Pension Plan end-of-year assets rose from $44M in the plan year 2023 filing to $50M in the plan year 2024 filing.
- Food & Beverage Workers Union Local 23 & Employers Pension Plan reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 521806724 · The Board of Trustees of the Food & Beverage Workers Union 23 & Emp. P PY 2024 · Profit Sharing
Food & Beverage Workers Union Local 23 & Employers Pension Plan · $50M · 5,107 · 84th
- RANK $50M
- RANK 5,107
- RANK 84th
- RANK Profit Sharing
- RANK near Atlantic Anesthesia, Inc. Profit Sharing Plan
- RANK ind #3516
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 Arizona →
Food & Beverage Workers Union Local 23 & Employers Pension Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $6M |
| Employer EIN | 521806724 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Board of Trustees of the Food & Beverage Workers Union 23 & Emp. P)
Sponsor-wide plan assets over time
All The Board of Trustees of the Food & Beverage Workers Union 23 & Emp. P plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 33.89631809666987% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 977 | $37M |
| 2023 | 1 | 1,680 | $44M |
| 2024 | 1 | 5,107 | $50M |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Preferred Employer Plan II $76M · 415
- Kitchell Affiliates Employees' Profit Sharing Plan $66M · 557
- M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $49M · 25
- Center for Biological Diversity 403(b) DC Plan $34M · 187
- Sobel Medical Consultants, PC Profit Sharing Plan $34M · 21
Food & Beverage Workers Union Local 23 & Employers Pension Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Arizona, the nearest Profit Sharing by assets is Atlantic Anesthesia, Inc. Profit Sharing Plan in VA ($50M); by covered participants it is Plan De Retiro 1081.01(D) Del Hospital General Menonita in PR (5,104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
- Atlantic Anesthesia, Inc. Profit Sharing Plan (VA) $50M · 120
- 401(k) Profit Sharing Plan for Employees of Adapt Community Network (NY) $50M · 1,336
- Bsa Lifestructures, Inc. 401(k) Plan (IN) $50M · 209
- Whap PA Profit Sharing Plan (NC) $50M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (5,107 participants); asset peers above are excluded.
- Plan De Retiro 1081.01(D) Del Hospital General Menonita (PR) 5,104 · 3 off
- Bricklayers and Stone Masons of Illinois DC No.1, B.a.C. Annuity Fund (IL) 5,117 · 10 off
- The Torrance Health Association Inc 401(a) Plan (CA) 5,096 · 11 off
- Clarios Retirement Savings and Investment Plan (WI) 5,088 · 19 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.