Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of the Upstate New York Bakery Drivers and Industry Pension F Pension Plan
Data updated 2026-08-11
- $102M
- Total assets
- 543
- Participants
- 93rd
- Percentile by assets
- $187,370
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $102M
- total plan assets (2022 EOY)
- 543
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $187,370
- avg assets per participant
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.
Where Upstate New York Bakery Drivers and Industry Pension Fund sits 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 vs the 2022 asset distribution
By assets, Upstate New York Bakery Drivers and Industry Pension Fund outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
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)
| 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.
Upstate New York 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Upstate New York Bakery Drivers and Industry Pension Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Upstate New York Bakery Drivers and Industry Pension Fund assets move in 2022? ▼
How have Trustees of the Upstate New York Bakery Drivers and Industry Pension F plan assets changed over time? ▼
Where does Upstate New York Bakery Drivers and Industry Pension Fund rank by assets among Form 5500 filers? ▼
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Ways to act on Upstate New York Bakery Drivers and Industry Pension Fund's numbers.
- By total assets, Upstate New York Bakery Drivers and Industry Pension Fund ranks in the top 10% 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
- Trustees of the Upstate New York Bakery Drivers and Industry Pension F's sponsor-wide assets have grown 3.1% since 2022 across 3 plan years on file. More Manufacturing plans