Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of the Upstate New York Bakery Drivers and Industry Pension F Pension Plan
Data updated 2026-08-25
- $102M
- Total assets Near avg plan size
- 543
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $187,370
- Avg per participant Above avg balance/head
Official DOL plan name: Upstate New York Bakery Drivers and Industry Pension Fund · Sponsored by Trustees of the Upstate New York Bakery Drivers and Industry Pension F · New York · Manufacturing
$102M in assets, 543 participants
Trustees of the Upstate New York Bakery Drivers and Industry Pension F's Upstate New York Bakery Drivers and Industry Pension Fund reported $102M in total assets and 543 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #18,348 in Manufacturing (20,602 peers)
Where Upstate New York Bakery Drivers and Industry Pension Fund sits by assets
Upstate New York Bakery Drivers and Industry Pension Fund sits in the top 10% of all filed plans by assets, $102M for 543 participants (~$187,370/participant), down 2.3% in 2022.
- #18,348
- in Manufacturing (20,602 peers)
- -2.3%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Upstate New York Bakery Drivers and Industry Pension Fund's outsized position by total assets
Upstate New York Bakery Drivers and Industry Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$101,741,974 Top 7% higher than 93% 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
Upstate New York 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. Upstate New York Bakery Drivers and Industry Pension Fund sits mid-pack in the medium band (543 participants).
Published 5500 schedule card
Filing strip 150612437 · Trustees of the Upstate New York Bakery Drivers and Industry Pension F PY 2022 · Defined Benefit (Pension)
Upstate New York Bakery Drivers and Industry Pension Fund · $102M · 543 · 93rd
- 5500 $102M
- 5500 543
- 5500 93rd
- 5500 Defined Benefit (Pension)
- 5500 near Solutia Inc. Employees Pension Plan
- 5500 ind #18348
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 York →
Upstate New York Bakery Drivers and Industry Pension Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $104M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | -$2M |
| Employer EIN | 150612437 |
| Plan Effective Date | 1957-12-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Upstate New York Bakery Drivers and Industry Pension F)
Sponsor-wide plan assets over time
All Trustees of the Upstate New York Bakery Drivers and Industry Pension F plans reported in each filing year
- Latest sponsor-wide plan assets
- $105M 3.1310086434926063% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 543 | $102M |
| 2023 | 1 | 563 | $102M |
| 2024 | 1 | 567 | $105M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Upstate New York 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 Solutia Inc. Employees Pension Plan in TN ($102M); by covered participants it is IBEW Local Union No. 98, Zone 2 Pension Trust Fund in PA (543 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($102M here).
- Solutia Inc. Employees Pension Plan (TN) $102M · 129
- Delta Dental of New Jersey, Inc. Pension Plan (NJ) $102M · 249
- Ua of Plumbers & Pipefitters Local 51 Pension Plan (RI) $102M · 577
- Ua of Plumbers & Pipefitters Local 51 Pension Plan (RI) $102M · 577
Similar participant headcount
Nearest other-state filings by covered participants (543 participants); asset peers above are excluded.
- IBEW Local Union No. 98, Zone 2 Pension Trust Fund (PA) 543 · 0 off
- Woods Services, Inc. Pension Plan (PA) 543 · 0 off
- Wec Energy Group Retirement Plan for Pgl and Nsg (WI) 542 · 1 off
- Walsh Group Employees' Pension Plan (IL) 542 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.