Money Purchase · DOL Form 5500 · 2024
Board of Trustees Hotel & Restaurant Industry Pension Trust Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 586
- Participants Below avg headcount
- 28th
- Percentile by assets National rank
- $2,866
- Avg per participant Low balance/head
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.
- #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.
- #2,332
- in Food Services & Accommodation (3,672 peers)
- +8.8%
- assets growth YoY
Hotel & Restaurant Industry Restated Pension Plan among the smaller filed plans by assets
Hotel & Restaurant Industry Restated Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,679,767 28th percentile higher than 28% 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
Hotel & Restaurant Industry Restated 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. Hotel & Restaurant Industry Restated Pension Plan sits mid-pack in the medium band (586 participants).
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.
EBSA filing schedule strip
Filing strip 391392726 · Board of Trustees Hotel & Restaurant Industry Pension Trust PY 2024 · Money Purchase
Hotel & Restaurant Industry Restated Pension Plan · $2M · 586 · 28th
- BOOK $2M
- VS-ST 586
- BOY 28th
- SCH Money Purchase
- EBSA near Chicago Strategy Associates, Inc.-Money Purchase Plan
- PART ind #2332
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 Wisconsin →
Hotel & Restaurant Industry Restated Pension Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees Hotel & Restaurant Industry Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 3.9804019276183635% vs 2022
- 2024 filing year
| 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.
- 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
Hotel & Restaurant Industry Restated Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Wisconsin, the nearest Money Purchase by assets is Chicago Strategy Associates, Inc.-Money Purchase Plan in TX ($2M); by covered participants it is Rosalind Franklin University of Medicine and Science Qualified Money Purchase Pension Plan and Trust in IL (590 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (586 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.