Defined Benefit (Pension) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$53M
Total assets Below avg plan size
228
Participants Below avg headcount
88th
Percentile by assets National rank
$231,158
Avg per participant Above avg balance/head
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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.

  • #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.

#3,384
in Transportation & Warehousing (3,876 peers)
-6.4%
assets change YoY
0.5×
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.

Teamsters Bakery Drivers and Industry Pension Fund's outsized position 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

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

Teamsters Bakery Drivers and Industry 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. Teamsters Bakery Drivers and Industry Pension Fund sits mid-pack in the medium band (228 participants).

Published 5500 schedule card

Filing strip 814551030 · Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fund PY 2022 · Defined Benefit (Pension)

Teamsters Bakery Drivers and Industry Pension Fund · $53M · 228 · 88th

  • PART $53M
  • PART 228
  • PART 88th
  • PART Defined Benefit (Pension)
  • PART near Y-12 Federal Credit Union Cash Balance Retirement Pension Plan
  • PART ind #3384

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 →

Teamsters Bakery Drivers and Industry Pension Fund in the asset neighbourhood

Plumbers & Pipefitters Local 123 Pension FundPlumbers & Pipefitters Local…$53MTeamsters Bakery Drivers and Industry Pension FundTeamsters Bakery Drivers and…$53MY-12 Federal Credit Union Cash Balance Retirement Pension PlanY-12 Federal Credit Union Ca…$53MPatriot Federal Credit Union Retirement Pension PlanPatriot Federal Credit Union…$53MLaborers of Delaware Local Union No. 199 Pension PlanLaborers of Delaware Local U…$53M
End-of-year total assets ($M) among Teamsters Bakery Drivers and Industry 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)$56M
Net Assets (End of Year)$53M
Net Income-$4M
Employer EIN814551030
Plan Effective Date2016-07-15
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$73M 37.64513053788852% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $52.7M $72.5M ▲ +37.6%
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 Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Teamsters Bakery Drivers and Industry Pension Fund, Total assets ($B): 0.052703932 · Participants: 228Teamsters Bakery Drivers and Industry 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
Teamsters Bakery Drivers and Industry Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Teamsters Bakery Drivers and Industry 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 Y-12 Federal Credit Union Cash Balance Retirement Pension Plan in TN ($53M); by covered participants it is Stellar Solutions, Inc. Defined Benefit Plan & Trust in CA (228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (228 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Teamsters Bakery Drivers and Industry Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Stellar Solutions, Inc. Defined Benefit Plan & Trust in CA (228 participants, N/A in assets).