Other
2022 plan-year Other DOL Form 5500

The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl

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

Sponsored by Pension Fd of the Phila.Bakery Employers Food · New Jersey · Manufacturing

What the 2023 filing shows

The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl holds $213M for 503 participants — about $423,153 per participant, down 0.7% over the 2022 plan year.

$213M
total plan assets (2022 EOY)
503
covered participants
$423,153
avg assets per participant
-0.7%
assets change YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$213M
Participants
503
State
Industry
Manufacturing

What the Filing Says About The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl

The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl is a Other retirement plan sponsored by Pension Fd of the Phila.Bakery Employers Food, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $213M in total end-of-year assets and covers 503 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 236537145, and the plan has been effective since 1953-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $214M at the beginning of 2022 to $213M at year-end — a decline of 0.7%. Net assets (after liabilities) closed the year at $212M, with reported net income of $-1,457,112 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 1 prior plan-year filing 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)$214M
Total Assets (End of Year)$213M
Net Assets (End of Year)$212M
Net Income$-1,457,112
Plan TypeOther
Employer EIN236537145
Plan Effective Date1953-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pension Fd of the Phila.Bakery Employers Food)

Year Plans Participants Total Assets
2022 1 503 $213M
2023 1 535 $221M

Nearby Other Plans in New Jersey

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl?
As of the 2022 Form 5500 filing, The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl holds $213M in total assets with 503 participants. It is sponsored by Pension Fd of the Phila.Bakery Employers Food.
What type of plan is The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl?
The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl is a Other plan. It has been effective since 1953-04-01. The plan is filed with the U.S. Department of Labor under EIN 236537145.
Who sponsors the The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl?
The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl is sponsored by Pension Fd of the Phila.Bakery Employers Food, located in New Jersey. The sponsor's EIN is 236537145 and the plan operates in the Manufacturing industry.
How did The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl perform in 2022?
The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl declined by 0.7% during 2022, moving from $214M to $213M in total assets. Net income was $-1,457,112.
Where can I find official filings for The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl?
Official Form 5500 filings for The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 236537145 or plan name at efast.dol.gov.
How does The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl compare to other plans?
You can compare The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl against other Other 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.

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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 236537145.

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.