Defined Benefit (Pension) · DOL Form 5500 · 2022

Joint Bot Cleveland Bakers and Teamsters Pension Fund Pension Plan

Data updated 2026-08-25

$342M
Total assets Above avg plan size
2,056
Participants Near avg headcount
97th
Percentile by assets National rank
$166,173
Avg per participant Above avg balance/head
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Official DOL plan name: Cleveland Bakers and Teamsters Pension Fund · Sponsored by Joint Bot Cleveland Bakers and Teamsters Pension Fund · Ohio · Manufacturing

$342M in assets, 2,056 participants

Joint Bot Cleveland Bakers and Teamsters Pension Fund's Cleveland Bakers and Teamsters Pension Fund reported $342M in total assets and 2,056 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,627 in Manufacturing (20,602 peers)

Coverage in Ohio

Cleveland Bakers and Teamsters Pension Fund covers 2,056 participants in Ohio, 2.7x the typical Ohio plan (state average ~765 per filing). Assets: $342M.

#19,627
in Manufacturing (20,602 peers)
-20.0%
assets change YoY
3.4×
vs typical plan assets (national mean)

The plan reported a net loss of $86M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cleveland Bakers and Teamsters Pension Fund's outsized position by total assets

Cleveland Bakers and Teamsters Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$341,651,521 Top 3% higher than 97% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Cleveland Bakers and Teamsters Pension Fund's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cleveland Bakers and Teamsters Pension Fund lands in the large band (2,056 participants).

DOL schedule card

Filing strip 340904419 · Joint Bot Cleveland Bakers and Teamsters Pension Fund PY 2022 · Defined Benefit (Pension)

Cleveland Bakers and Teamsters Pension Fund · $342M · 2,056 · 97th

  • BOY $342M
  • BOY 2,056
  • BOY 97th
  • BOY Defined Benefit (Pension)
  • BOY near Cadence Retirement Plan and Trust Agreement
  • BOY ind #19627

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 Manufacturing retirement plans → · Plans in Ohio →

Cleveland Bakers and Teamsters Pension Fund in the asset neighbourhood

Retirement Income Plan for Selective Insurance Company of AmericaRetirement Income Plan for S…$342MCleveland Bakers and Teamsters Pension FundCleveland Bakers and Teamste…$342MCadence Retirement Plan and Trust AgreementCadence Retirement Plan and …$342MLocal Union 786 Building Material Pension FundLocal Union 786 Building Mat…$341MInternational Longshoremen's Association AFL-CIO Employers Pension FundInternational Longshoremen's…$341M
End-of-year total assets ($M) among Cleveland Bakers and Teamsters Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$427M
Net Assets (End of Year)$341M
Net Income-$86M
Employer EIN340904419
Plan Effective Date1962-09-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Bot Cleveland Bakers and Teamsters Pension Fund)

Sponsor-wide plan assets over time

All Joint Bot Cleveland Bakers and Teamsters Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$350M 2.5477480605157323% vs 2022
2024 filing year
$340M$345M$350M$355M 202220232024 $342M $350M ▲ +2.5%
Year Plans Participants Total Assets
2022 1 2,056 $342M
2023 1 1,930 $348M
2024 1 1,990 $350M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Cleveland Bakers and Teamsters Pension Fund vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -202468 Total assets ($B) Participants Cleveland Bakers and Teamsters Pension Fund, Total assets ($B): 0.341651521 · Participants: 2056Cleveland Bakers and Teamsters Pension FundFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.498685298 · Participants: 15837American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engineers Pension PlanLaborers District Council & Contractors Pension Fund of Ohio, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Council & Contractors Pension Fund of Ohio
Cleveland Bakers and Teamsters Pension Fund vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Cleveland Bakers and Teamsters Pension Fund side-by-side with 3 peers →

Cleveland Bakers and Teamsters Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Cadence Retirement Plan and Trust Agreement in MS ($342M); by covered participants it is Banco Popular De Puerto Rico Retirement Plan in PR (2,057 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,056 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cleveland Bakers and Teamsters Pension Fund assets move in 2022? ▼
Cleveland Bakers and Teamsters Pension Fund declined sharply - down 20.0% during 2022, from $427M to $342M. Reported net income was -$86M.
How have Joint Bot Cleveland Bakers and Teamsters Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Bot Cleveland Bakers and Teamsters Pension Fund's sponsor-wide assets grew 2.5%, from $342M to $350M.
Where does Cleveland Bakers and Teamsters Pension Fund rank by assets among Form 5500 filers? ▼
Cleveland Bakers and Teamsters Pension Fund ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Cleveland Bakers and Teamsters Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cadence Retirement Plan and Trust Agreement in MS ($342M, 3,874 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cleveland Bakers and Teamsters Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Banco Popular De Puerto Rico Retirement Plan in PR (2,057 participants, $592M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.