401(k) · DOL Form 5500 · 2022

New England Bakery Drivers and Its Member Local Unions 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
3,370
Participants Above avg headcount
87th
Percentile by assets National rank
$12,676
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: New England Teamsters Savings and Investment Plan · Sponsored by New England Bakery Drivers and Its Member Local Unions · New Hampshire · Manufacturing

$43M in assets, 3,370 participants

New England Bakery Drivers and Its Member Local Unions's New England Teamsters Savings and Investment Plan reported $43M in total assets and 3,370 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #16,584 in Manufacturing (20,602 peers)

Coverage in New Hampshire

New England Teamsters Savings and Investment Plan covers 3,370 participants in New Hampshire, 11x the typical New Hampshire plan (state average ~301 per filing). Assets: $43M.

#16,584
in Manufacturing (20,602 peers)
-7.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

New England Teamsters Savings and Investment Plan's outsized position by total assets

New England Teamsters Savings and Investment Plan vs every filed plan by assets

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

$42,718,718 Top 13% higher than 87% 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

New England Teamsters Savings and Investment Plan'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. New England Teamsters Savings and Investment Plan lands in the large band (3,370 participants).

Plan-year Form 5500 strip

Filing strip 222930352 · New England Bakery Drivers and Its Member Local Unions PY 2022 · 401(k)

New England Teamsters Savings and Investment Plan · $43M · 3,370 · 87th

  • PART $43M
  • PART 3,370
  • PART 87th
  • PART 401(k)
  • PART near Kreischer Miller Capital Accumulation Plan
  • PART ind #16584

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 New Hampshire →

New England Teamsters Savings and Investment Plan in the asset neighbourhood

Enphase Energy, Inc. 401(k) PlanEnphase Energy, Inc. 401(k) …$43MRay Skillman 401(k) Profit Sharing PlanRay Skillman 401(k) Profit S…$43MNorway Savings Bank 401(k) PlanNorway Savings Bank 401(k) P…$43MNew England Teamsters Savings and Investment PlanNew England Teamsters Saving…$43MKreischer Miller Capital Accumulation PlanKreischer Miller Capital Acc…$43M
End-of-year total assets ($M) among New England Teamsters Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Hampshire filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$43M
Net Income-$4M
Employer EIN222930352
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New England Bakery Drivers and Its Member Local Unions)

Sponsor-wide plan assets over time

All New England Bakery Drivers and Its Member Local Unions plans reported in each filing year

Latest sponsor-wide plan assets
$67M 57.465945022039286% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $42.7M $67.3M ▲ +57.5%
Year Plans Participants Total Assets
2022 1 3,370 $43M
2023 1 4,405 $55M
2024 1 5,502 $67M

Nearby 401(k) Plans in New Hampshire

Peer 401(k) plans, same state, same plan type, ranked by total assets.

New England Teamsters Savings and Investment Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. 050001000015000 0100200300400500600 Total assets ($M) Participants New England Teamsters Savings and Investment Plan, Total assets ($M): 42.718718 · Participants: 3370New England Teamsters Savings and Investment PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 489.347863 · Participants: 11834C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 443.987165 · Participants: 998Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings, Total assets ($M): 398.492463 · Participants: 1603Albany International Corp. Prosperity Plus SavingsConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 311.382165 · Participants: 2540Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 307.852256 · Participants: 2662Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
New England Teamsters Savings and Investment Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants

New England Teamsters Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Kreischer Miller Capital Accumulation Plan in PA ($43M); by covered participants it is Retirement Plan of Research Triangle Institute in NC (3,369 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,370 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 New England Teamsters Savings and Investment Plan assets move in 2022?
New England Teamsters Savings and Investment Plan pulled back noticeably - down 7.9% during 2022, from $46M to $43M. Reported net income was -$4M.
How have New England Bakery Drivers and Its Member Local Unions plan assets changed over time?
Across 3 plan years on file (2022-2024), New England Bakery Drivers and Its Member Local Unions's sponsor-wide assets grew 57.5%, from $43M to $67M.
Where does New England Teamsters Savings and Investment Plan rank by assets among Form 5500 filers?
New England Teamsters Savings and Investment Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to New England Teamsters Savings and Investment Plan?
Among 401(k) plans in other states, the closest by assets is Kreischer Miller Capital Accumulation Plan in PA ($43M, 227 participants).
Which 401(k) plans cover a similar participant headcount to New England Teamsters Savings and Investment Plan?
Among 401(k) plans in other states, the closest by covered participants is Retirement Plan of Research Triangle Institute in NC (3,369 participants, $809M in assets).