Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Bakery and Sales Drivers' Local 33 Partitioned Pen

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F · New Jersey · Retail Trade

What the 2023 filing shows

Bakery and Sales Drivers' Local 33 Partitioned Pen holds $204K for N/A participants, up 12.0% over the 2022 plan year.

$204K
total plan assets (2022 EOY)
N/A
covered participants
+12.0%
assets growth YoY
Total Assets (2023)
$204K
Participants
N/A
State
Industry
Retail Trade

What the Filing Says About Bakery and Sales Drivers' Local 33 Partitioned Pen

Bakery and Sales Drivers' Local 33 Partitioned Pen is a Defined Benefit (Pension) retirement plan sponsored by Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $204K in total end-of-year assets and covers N/A participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 376561427, and the plan has been effective since 2014-01-14. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $182K at the beginning of 2022 to $204K at year-end — a gain of 12.0%. Net assets (after liabilities) closed the year at $203K, with reported net income of $32K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$182K
Total Assets (End of Year)$204K
Net Assets (End of Year)$203K
Net Income$32K
Plan TypeDefined Benefit (Pension)
Employer EIN376561427
Plan Effective Date2014-01-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F)

Year Plans Participants Total Assets
2022 1 N/A $204K
2023 1 N/A $164K
2024 1 N/A $144K

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Frequently Asked Questions

How much money is in the Bakery and Sales Drivers' Local 33 Partitioned Pen?
As of the 2022 Form 5500 filing, Bakery and Sales Drivers' Local 33 Partitioned Pen holds $204K in total assets with N/A participants. It is sponsored by Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F.
What type of plan is Bakery and Sales Drivers' Local 33 Partitioned Pen?
Bakery and Sales Drivers' Local 33 Partitioned Pen is a Defined Benefit (Pension) plan. It has been effective since 2014-01-14. The plan is filed with the U.S. Department of Labor under EIN 376561427.
Who sponsors the Bakery and Sales Drivers' Local 33 Partitioned Pen?
Bakery and Sales Drivers' Local 33 Partitioned Pen is sponsored by Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F, located in New Jersey. The sponsor's EIN is 376561427 and the plan operates in the Retail Trade industry.
How did Bakery and Sales Drivers' Local 33 Partitioned Pen perform in 2022?
Bakery and Sales Drivers' Local 33 Partitioned Pen grew by 12.0% during 2022, moving from $182K to $204K in total assets. Net income was $32K.
Where can I find official filings for Bakery and Sales Drivers' Local 33 Partitioned Pen?
Official Form 5500 filings for Bakery and Sales Drivers' Local 33 Partitioned Pen are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 376561427 or plan name at efast.dol.gov.
How does Bakery and Sales Drivers' Local 33 Partitioned Pen compare to other plans?
You can compare Bakery and Sales Drivers' Local 33 Partitioned Pen against other Defined Benefit (Pension) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 376561427.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.