Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees Bakery Drivers Local 802 Pension Fund Pension Plan

Data updated 2026-08-11

$73M
Total assets
350
Participants
91st
Percentile by assets
$208,212
Avg per participant
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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.

  • 91st percentile by assets (of 139,126 plans)
  • #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.

$73M
total plan assets (2022 EOY)
350
covered participants
91st
percentile by assets (of 139,126 plans)
$208,212
avg assets per participant

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.

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Bakery Drivers Local 802 Pension Fund reports 350 participants - about 44% of that state average ($73M EOY assets).

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)

$72M$74M$76M$78M$80M$82M 202220232024 $72.9M $79.4M ▲ +8.9%
Total plan assets by year, all Board of Trustees Bakery Drivers Local 802 Pension Fund plans on file
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

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…IBM Personal Pension…Consolidated Edison …Pepsico Employees Re…New York State Nurse…New York District Co…
Bakery Drivers Local 802 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Bakery Drivers Local 802 Pension Fund by total assets, not by location.

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).

Next read for Bakery Drivers Local 802 Pension Fund

Filing takeaways

Ways to act on Bakery Drivers Local 802 Pension Fund's numbers.