Other
2022 plan-year Other DOL Form 5500

CLEVELAND BAKERS AND TEAMSTERS PENSION FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

JOINT BOT CLEVELAND BAKERS AND TEAMSTERS PENSION FUND

This Other plan holds $342M in total assets and serves 2,056 participants as of 2022. It is sponsored by JOINT BOT CLEVELAND BAKERS AND TEAMSTERS PENSION FUND in Ohio. The plan reported a net loss of $86M for the year.

Total Assets (2023)
$342M
Participants
2,056
State
Industry
Manufacturing

What the Filing Says About CLEVELAND BAKERS AND TEAMSTERS PENSION FUND

CLEVELAND BAKERS AND TEAMSTERS PENSION FUND is a Other retirement plan sponsored by JOINT BOT CLEVELAND BAKERS AND TEAMSTERS PENSION FUND, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $342M in total end-of-year assets and covers 2,056 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 340904419, and the plan has been effective since 1962-09-06. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $427M at the beginning of 2022 to $342M at year-end — a decline of 20.0%. Net assets (after liabilities) closed the year at $341M, with reported net income of $-85,818,771 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$427M
Total Assets (End of Year)$342M
Net Assets (End of Year)$341M
Net Income$-85,818,771
Plan TypeOther
Employer EIN340904419
Plan Effective Date1962-09-06
Filing StatusFILING RECEIVED

Sponsor Plan History (JOINT BOT CLEVELAND BAKERS AND TEAMSTERS PENSION FUND)

Year Plans Participants Total Assets
2022 1 2,056 $342M
2023 1 1,930 $348M
2024 1 1,990 $350M

Nearby Other Plans in Ohio

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the CLEVELAND BAKERS AND TEAMSTERS PENSION FUND?
As of the 2022 Form 5500 filing, CLEVELAND BAKERS AND TEAMSTERS PENSION FUND holds $342M in total assets with 2,056 participants. It is sponsored by JOINT BOT CLEVELAND BAKERS AND TEAMSTERS PENSION FUND.
What type of plan is CLEVELAND BAKERS AND TEAMSTERS PENSION FUND?
CLEVELAND BAKERS AND TEAMSTERS PENSION FUND is a Other plan. It has been effective since 1962-09-06. The plan is filed with the U.S. Department of Labor under EIN 340904419.
Who sponsors the CLEVELAND BAKERS AND TEAMSTERS PENSION FUND?
CLEVELAND BAKERS AND TEAMSTERS PENSION FUND is sponsored by JOINT BOT CLEVELAND BAKERS AND TEAMSTERS PENSION FUND, located in Ohio. The sponsor's EIN is 340904419 and the plan operates in the Manufacturing industry.
How did CLEVELAND BAKERS AND TEAMSTERS PENSION FUND perform in 2022?
CLEVELAND BAKERS AND TEAMSTERS PENSION FUND declined by 20.0% during 2022, moving from $427M to $342M in total assets. Net income was $-85,818,771.
Where can I find official filings for CLEVELAND BAKERS AND TEAMSTERS PENSION FUND?
Official Form 5500 filings for CLEVELAND BAKERS AND TEAMSTERS PENSION FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 340904419 or plan name at efast.dol.gov.
How does CLEVELAND BAKERS AND TEAMSTERS PENSION FUND compare to other plans?
You can compare CLEVELAND BAKERS AND TEAMSTERS PENSION FUND against other Other plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 340904419.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.