Other
2023 plan-year Other DOL Form 5500

BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND

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

JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY

This Other plan holds $3.4B in total assets and serves 14,666 participants as of 2023. It is sponsored by JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY in Maryland. The plan reported a net loss of $246M for the year.

Total Assets (2023)
$3.4B
Participants
14,666
State
Industry
Manufacturing

What the Filing Says About BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND

BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND is a Other retirement plan sponsored by JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY, headquartered in Maryland. As of the 2023 Form 5500 filing, the plan reports $3.4B in total end-of-year assets and covers 14,666 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 526118572, and the plan has been effective since 1955-09-11. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3.7B at the beginning of 2023 to $3.4B at year-end — a decline of 7.1%. Net assets (after liabilities) closed the year at $3.3B, with reported net income of $-246,082,991 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)$3.7B
Total Assets (End of Year)$3.4B
Net Assets (End of Year)$3.3B
Net Income$-246,082,991
Plan TypeOther
Employer EIN526118572
Plan Effective Date1955-09-11
Filing StatusFILING RECEIVED

Sponsor Plan History (JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY)

Year Plans Participants Total Assets
2022 2 14,801 $3.7B
2023 2 14,681 $3.4B
2024 2 14,969 $6.6B

Nearby Other Plans in Maryland

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Frequently Asked Questions

How much money is in the BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND?
As of the 2023 Form 5500 filing, BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND holds $3.4B in total assets with 14,666 participants. It is sponsored by JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY.
What type of plan is BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND?
BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND is a Other plan. It has been effective since 1955-09-11. The plan is filed with the U.S. Department of Labor under EIN 526118572.
Who sponsors the BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND?
BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND is sponsored by JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY, located in Maryland. The sponsor's EIN is 526118572 and the plan operates in the Manufacturing industry.
How did BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND perform in 2023?
BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND declined by 7.1% during 2023, moving from $3.7B to $3.4B in total assets. Net income was $-246,082,991.
Where can I find official filings for BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND?
Official Form 5500 filings for BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 526118572 or plan name at efast.dol.gov.
How does BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND compare to other plans?
You can compare BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND against other Other plans on the plan type page, or view plans in Maryland 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 526118572.

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.