Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees, Monterey Peninsula Restaurant and Pension Plan
Data updated 2026-08-25
- $71M
- Total assets Below avg plan size
- 1,066
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $66,892
- Avg per participant Below avg balance/head
Official DOL plan name: Monterey Peninsula Restaurant and Hotel Pension Fund · Sponsored by Board of Trustees, Monterey Peninsula Restaurant and · California · Food Services & Accommodation
$71M in assets, 1,066 participants
Board of Trustees, Monterey Peninsula Restaurant and's Monterey Peninsula Restaurant and Hotel Pension Fund reported $71M in total assets and 1,066 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #3,547 in Food Services & Accommodation (3,672 peers)
Where Monterey Peninsula Restaurant and Hotel Pension Fund sits by assets
Monterey Peninsula Restaurant and Hotel Pension Fund sits in the top quartile of all filed plans by assets, $71M for 1,066 participants (~$66,892/participant), up 6.2% in 2024.
- #3,547
- in Food Services & Accommodation (3,672 peers)
- +6.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Monterey Peninsula Restaurant and Hotel Pension Fund's outsized position by total assets
Monterey Peninsula Restaurant and Hotel Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$71,306,679 Top 12% higher than 88% 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
Monterey Peninsula Restaurant and Hotel Pension Fund'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. Monterey Peninsula Restaurant and Hotel Pension Fund lands in the large band (1,066 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Monterey Peninsula Restaurant and Hotel Pension Fund reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Monterey Peninsula Restaurant and Hotel Pension Fund end-of-year assets rose from $67M in the plan year 2023 filing to $71M in the plan year 2024 filing.
- Monterey Peninsula Restaurant and Hotel Pension Fund reported participants rose from 1,020 in the plan year 2023 filing to 1,066 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 516029899 · Board of Trustees, Monterey Peninsula Restaurant and PY 2024 · Defined Benefit (Pension)
Monterey Peninsula Restaurant and Hotel Pension Fund · $71M · 1,066 · 88th
- SCH $71M
- SCH 1,066
- SCH 88th
- SCH Defined Benefit (Pension)
- SCH near Local 73 Retirement Fund
- SCH ind #3547
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 →
Monterey Peninsula Restaurant and Hotel Pension Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | $4M |
| Employer EIN | 516029899 |
| Plan Effective Date | 1967-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Monterey Peninsula Restaurant and)
Sponsor-wide plan assets over time
All Board of Trustees, Monterey Peninsula Restaurant and plans reported in each filing year
- Latest sponsor-wide plan assets
- $71M 13.937000881243321% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 960 | $63M |
| 2023 | 1 | 1,020 | $67M |
| 2024 | 1 | 1,066 | $71M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Monterey Peninsula Restaurant and Hotel Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Local 73 Retirement Fund in NY ($71M); by covered participants it is National Girl Scout Council Retirement Plan in NY (1,066 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,066 participants); asset peers above are excluded.
- National Girl Scout Council Retirement Plan (NY) 1,066 · 0 off
- Oregon & Southwest Washington Painters Pension Plan (OR) 1,067 · 1 off
- Rsm US LLP Market Based Cash Balance Plan (IA) 1,068 · 2 off
- Pension Plan of the Segal Company (NY) 1,064 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.