Other
2022 plan-year Other DOL Form 5500

BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND

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

TRUSTEES BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND

This Other plan holds $120M in total assets and serves 12 participants as of 2022. It is sponsored by TRUSTEES BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND in New Jersey. The plan reported positive net income of $99M for the year.

Total Assets (2023)
$120M
Participants
12
State
Industry
Transportation & Warehousing

What the Filing Says About BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND

BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND is a Other retirement plan sponsored by TRUSTEES BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $120M in total end-of-year assets and covers 12 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 226255484, and the plan has been effective since 1955-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2022 to $120M at year-end — a gain of 428.3%. Net assets (after liabilities) closed the year at $120M, with reported net income of $99M 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)$23M
Total Assets (End of Year)$120M
Net Assets (End of Year)$120M
Net Income$99M
Plan TypeOther
Employer EIN226255484
Plan Effective Date1955-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND)

Year Plans Participants Total Assets
2022 1 12 $120M
2023 1 13 $124M

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 BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND?
As of the 2022 Form 5500 filing, BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND holds $120M in total assets with 12 participants. It is sponsored by TRUSTEES BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND.
What type of plan is BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND?
BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND is a Other plan. It has been effective since 1955-09-01. The plan is filed with the U.S. Department of Labor under EIN 226255484.
Who sponsors the BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND?
BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND is sponsored by TRUSTEES BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND, located in New Jersey. The sponsor's EIN is 226255484 and the plan operates in the Transportation & Warehousing industry.
How did BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND perform in 2022?
BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND grew by 428.3% during 2022, moving from $23M to $120M in total assets. Net income was $99M.
Where can I find official filings for BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND?
Official Form 5500 filings for BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 226255484 or plan name at efast.dol.gov.
How does BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND compare to other plans?
You can compare BAKERY DRIVERS & SALESMEN LOCAL 194 & INDUSTRY PENSION FUND 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.

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 226255484.

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 official public datasets. See our methodology for details.