Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees Bakery Drivers Local 802 Pension Fund Pension Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
350
Participants Below avg headcount
91st
Percentile by assets National rank
$208,212
Avg per participant Above avg balance/head
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Official DOL plan name: Bakery Drivers Local 802 Pension Fund · Sponsored by Board of Trustees Bakery Drivers Local 802 Pension Fund · New York · Transportation & Warehousing

$73M in assets, 350 participants

Board of Trustees Bakery Drivers Local 802 Pension Fund's Bakery Drivers Local 802 Pension Fund reported $73M in total assets and 350 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,464 in Transportation & Warehousing (3,876 peers)

Coverage in New York

Bakery Drivers Local 802 Pension Fund covers 350 participants in New York, about 44% of the average New York filer (state average ~798 per filing). Assets: $73M.

#3,464
in Transportation & Warehousing (3,876 peers)
-17.3%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bakery Drivers Local 802 Pension Fund's outsized position by total assets

Bakery Drivers Local 802 Pension Fund vs every filed plan by assets

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

$72,874,347 Top 9% higher than 91% 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

Bakery Drivers Local 802 Pension Fund among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bakery Drivers Local 802 Pension Fund sits mid-pack in the medium band (350 participants).

Published 5500 schedule card

Filing strip 516112573 · Board of Trustees Bakery Drivers Local 802 Pension Fund PY 2022 · Defined Benefit (Pension)

Bakery Drivers Local 802 Pension Fund · $73M · 350 · 91st

  • VS-ST $73M
  • BOY 350
  • SCH 91st
  • EBSA Defined Benefit (Pension)
  • PART near American Petroleum Institute Retirement Income Plan
  • TYPE ind #3464

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 Transportation & Warehousing retirement plans → · Plans in New York →

Bakery Drivers Local 802 Pension Fund in the asset neighbourhood

Latrobe Steel Company Pension Plan for Bargaining Unit EmployeesLatrobe Steel Company Pensio…$73MEmployees' Retirement Plan of Acf Industries, LLCEmployees' Retirement Plan o…$73MAmerican Petroleum Institute Retirement Income PlanAmerican Petroleum Institute…$73MBakery Drivers Local 802 Pension FundBakery Drivers Local 802 Pen…$73MUsw District 10, Local 286, Pension PlanUsw District 10, Local 286, …$73M
End-of-year total assets ($M) among Bakery Drivers Local 802 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$73M
Net Income-$15M
Employer EIN516112573
Plan Effective Date1956-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Bakery Drivers Local 802 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees Bakery Drivers Local 802 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$79M 8.928137633946827% vs 2022
2024 filing year
$72M$74M$76M$78M$80M$82M 202220232024 $72.9M $79.4M ▲ +8.9%
Year Plans Participants Total Assets
2022 1 350 $73M
2023 1 351 $76M
2024 1 381 $79M

Nearby Defined Benefit (Pension) Plans in New York

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

Bakery Drivers Local 802 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Bakery Drivers Local 802 Pension Fund, Total assets ($B): 0.072874347 · Participants: 350Bakery Drivers Local 802 Pension FundIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Bakery Drivers Local 802 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Bakery Drivers Local 802 Pension Fund side-by-side with 3 peers →

Bakery Drivers Local 802 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is American Petroleum Institute Retirement Income Plan in DC ($73M); by covered participants it is Hogan Lovells US LLP Cash Balance Plan in DC (350 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (350 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 Bakery Drivers Local 802 Pension Fund assets move in 2022? ▼
Bakery Drivers Local 802 Pension Fund declined sharply - down 17.3% during 2022, from $88M to $73M. Reported net income was -$15M.
How have Board of Trustees Bakery Drivers Local 802 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Bakery Drivers Local 802 Pension Fund's sponsor-wide assets grew 8.9%, from $73M to $79M.
Where does Bakery Drivers Local 802 Pension Fund rank by assets among Form 5500 filers? ▼
Bakery Drivers Local 802 Pension Fund ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bakery Drivers Local 802 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Petroleum Institute Retirement Income Plan in DC ($73M, 274 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bakery Drivers Local 802 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hogan Lovells US LLP Cash Balance Plan in DC (350 participants, $89M 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 516112573.

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.