Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fund Pension Plan

Data updated 2026-08-11

$53M
Total assets: 228
Participants: 88th
Percentile by assets: $231,158
Avg per participant

Official DOL plan name: Teamsters Bakery Drivers and Industry Pension Fund · Sponsored by Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fund · New York · Transportation & Warehousing

$53M in assets, 228 participants

Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fund's Teamsters Bakery Drivers and Industry Pension Fund reported $53M in total assets and 228 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

88th percentile by assets (of 139,126 plans)
#3,384 in Transportation & Warehousing (3,876 peers)

Coverage in New York

Teamsters Bakery Drivers and Industry Pension Fund covers 228 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $53M.

$53M
total plan assets (2022 EOY): 228
covered participants: 88th
percentile by assets (of 139,126 plans): $231,158
avg assets per participant

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.

Where Teamsters Bakery Drivers and Industry Pension Fund sits by total assets

Teamsters Bakery Drivers and Industry Pension Fund vs every filed plan by assets

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

$52,703,932 Top 12% higher than 88% of 139,123 filed plans

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

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

State

New York

Industry

Transportation & Warehousing

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Teamsters Bakery Drivers and Industry Pension Fund reports 228 participants - about 29% of that state average ($53M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$56M
Net Assets (End of Year)	$53M
Net Income	-$4M
Employer EIN	814551030
Plan Effective Date	2016-07-15
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fund)

Total plan assets by year, all Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	228	$53M
2023	1	272	$64M
2024	1	290	$73M

Nearby Defined Benefit (Pension) Plans in New York

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

Teamsters Bakery Drivers and Industry Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $25.5B · 16,431
Consolidated Edison Retirement Plan $15.8B · 11,303
Pepsico Employees Retirement Plan I $7.7B · 11,386
New York State Nurses Association Pension Plan $5.0B · 18,592
New York District Council of Carpenters Pension Pl $4.8B · 11,318

Compare Teamsters Bakery Drivers and Industry Pe… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

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

Y-12 Federal Credit Union Cash Balance Retirement Pension Plan (TN) $53M · 293
Plumbers & Pipefitters Local 123 Pension Fund (FL) $53M · 459
Patriot Federal Credit Union Retirement Pension Plan (PA) $53M · 123
Laborers of Delaware Local Union No. 199 Pension Plan (PA) $53M · 179

Frequently Asked Questions

How did Teamsters Bakery Drivers and Industry Pension Fund assets move in 2022? ▼

Teamsters Bakery Drivers and Industry Pension Fund pulled back noticeably - down 6.4% during 2022, from $56M to $53M. Reported net income was -$4M.

How have Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fund's sponsor-wide assets grew 37.6%, from $53M to $73M.

Where does Teamsters Bakery Drivers and Industry Pension Fund rank by assets among Form 5500 filers? ▼

Teamsters Bakery Drivers and Industry Pension Fund ranks in the 88th 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 Defined Benefit (Pension) plans are similar in size to Teamsters Bakery Drivers and Industry Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Y-12 Federal Credit Union Cash Balance Retirement Pension Plan in TN ($53M, 293 participants).

Next read for Teamsters Bakery Drivers and Industry Pe…

Filing takeaways

Ways to act on Teamsters Bakery Drivers and Industry Pension Fund's numbers.

By total assets, Teamsters Bakery Drivers and Industry Pension Fund ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fund's sponsor-wide assets have grown 37.6% since 2022 across 3 plan years on file. More Transportation & Warehousing plans

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 814551030.