Money Purchase · DOL Form 5500 · 2024
Board of Trustees Hotel & Restaurant Industry Pension Trust Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 586
- Participants
- 28th
- Percentile by assets
- $2,866
- Avg per participant
Official DOL plan name: Hotel & Restaurant Industry Restated Pension Plan · Sponsored by Board of Trustees Hotel & Restaurant Industry Pension Trust · Wisconsin · Food Services & Accommodation
$2M in assets, 586 participants
Board of Trustees Hotel & Restaurant Industry Pension Trust's Hotel & Restaurant Industry Restated Pension Plan reported $2M in total assets and 586 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- 28th percentile by assets (of 123,622 plans)
- #2,332 in Food Services & Accommodation (3,672 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Hotel & Restaurant Industry Restated Pension Plan ranks #2,332 of 3,672 2024 filers by assets (1165% of the sector average)-$2M for 586 participants.
- $2M
- total plan assets (2024 EOY)
- 586
- covered participants
- 28th
- percentile by assets (of 123,622 plans)
- $2,866
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hotel & Restaurant Industry Restated Pension Plan reported net income rose from -$80K in the plan year 2023 filing to $143K in the plan year 2024 filing.
- Hotel & Restaurant Industry Restated Pension Plan reported participants rose from 531 in the plan year 2023 filing to 586 in the plan year 2024 filing.
- Hotel & Restaurant Industry Restated Pension Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Rank #2,332 in Food Services & Accommodation
Among 3,672 Food Services & Accommodation plans that filed a Form 5500 for plan year 2024, Hotel & Restaurant Industry Restated Pension Plan ranks #2,332 by end-of-year assets - about 1165% of the sector average of $20M. Nationally it sits in the 28th percentile, a stronger position within its industry than across all filers.
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $143K |
| Employer EIN | 391392726 |
| Plan Effective Date | 1974-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Hotel & Restaurant Industry Pension Trust)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 409 | $2M |
| 2023 | 1 | 531 | $2M |
| 2024 | 1 | 586 | $2M |
Nearby Money Purchase Plans in Wisconsin
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Hotel & Restaurant Industry Restated Pension Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
- Employees Retirement Plan of Marshfield Clinic $1.3B · 8,328
- Telephone and Data Systems, Inc. Pension Plan $509M · 5,326
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $378M · 10,854
- Aspirus, Inc. Frozen 401(a) Plan $133M · 2,145
- Wisconsin Glaziers & Glassworkers Money Purchase Fund $88M · 420
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Hotel & Restaurant Industry Restated Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Hotel & Restaurant Industry Restated Pension Plan assets move in 2024? ▼
How have Board of Trustees Hotel & Restaurant Industry Pension Trust plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Hotel & Restaurant Industry Restated Pension Plan? ▼
Next read for Hotel & Restaurant Industry Restated Pen…
Filing takeaways
Ways to act on Hotel & Restaurant Industry Restated Pension Plan's numbers.
- By total assets, Hotel & Restaurant Industry Restated Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Wisconsin. Compare plans
- Board of Trustees Hotel & Restaurant Industry Pension Trust's sponsor-wide assets have grown 4.0% since 2022 across 3 plan years on file. More Food Services & Accommodation plans