Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Bakery Drivers Local 802 Pension Fund Pension Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
351
Participants Below avg headcount
89th
Percentile by assets National rank
$216,981
Avg per participant Above avg balance/head
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Official DOL plan name: Bakery Drivers Local 802 Pension Fund · Sponsored by Board of Trustees Bakery Drivers Local 802 Pension Fund · New York · Transportation & Warehousing

$76M in assets, 351 participants

Board of Trustees Bakery Drivers Local 802 Pension Fund's Bakery Drivers Local 802 Pension Fund reported $76M in total assets and 351 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,927 in Transportation & Warehousing (3,362 peers)

Coverage in New York

Bakery Drivers Local 802 Pension Fund covers 351 participants in New York, about 44% of the average New York filer (state average ~798 per filing). Assets: $76M.

#2,927
in Transportation & Warehousing (3,362 peers)
+4.7%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Bakery Drivers Local 802 Pension Fund's outsized position by total assets

Bakery Drivers Local 802 Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$76,160,286 Top 11% higher than 89% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Bakery Drivers Local 802 Pension Fund among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bakery Drivers Local 802 Pension Fund sits mid-pack in the medium band (351 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bakery Drivers Local 802 Pension Fund reported net income rose from -$15M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bakery Drivers Local 802 Pension Fund end-of-year assets rose from $73M in the plan year 2022 filing to $76M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 516112573 · Board of Trustees Bakery Drivers Local 802 Pension Fund PY 2023 · Defined Benefit (Pension)

Bakery Drivers Local 802 Pension Fund · $76M · 351 · 89th

  • PCT $76M
  • EIN 351
  • RANK 89th
  • PHOTO Defined Benefit (Pension)
  • IND near IBEW Local 684 Pension Trust
  • EOY ind #2927

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 Transportation & Warehousing retirement plans → · Plans in New York →

Bakery Drivers Local 802 Pension Fund in the asset neighbourhood

Gridiron Fiber Retirement PlanGridiron Fiber Retirement Pl…$76MNational Guardian Life Insurance Company Pension Plan for EmployeesNational Guardian Life Insur…$76MIBEW Local 684 Pension Trust$76MKing Industries, Inc. Pension PlanKing Industries, Inc. Pensio…$76MBakery Drivers Local 802 Pension FundBakery Drivers Local 802 Pen…$76M
End-of-year total assets ($M) among Bakery Drivers Local 802 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$76M
Net Income$3M
Employer EIN516112573
Plan Effective Date1956-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Bakery Drivers Local 802 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees Bakery Drivers Local 802 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$79M 8.928137633946827% vs 2022
2024 filing year
$72M$74M$76M$78M$80M$82M 202220232024 $72.9M $79.4M ▲ +8.9%
Year Plans Participants Total Assets
2022 1 350 $73M
2023 1 351 $76M
2024 1 381 $79M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bakery Drivers Local 802 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Bakery Drivers Local 802 Pension Fund, Total assets ($B): 0.076160286 · Participants: 351Bakery Drivers Local 802 Pension FundIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Bakery Drivers Local 802 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Bakery Drivers Local 802 Pension Fund side-by-side with 3 peers →

Bakery Drivers Local 802 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 IBEW Local 684 Pension Trust in CA ($76M); by covered participants it is Liberty Coca-Cola Beverages and Teamsters Local #125 Pension Plan in PA (351 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($76M here).

Similar participant headcount

Nearest other-state filings by covered participants (351 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bakery Drivers Local 802 Pension Fund assets move in 2023? ▼
Bakery Drivers Local 802 Pension Fund edged up modestly - up 4.7% during 2023, from $73M to $76M. Reported net income was $3M.
How have Board of Trustees Bakery Drivers Local 802 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Bakery Drivers Local 802 Pension Fund's sponsor-wide assets grew 8.9%, from $73M to $79M.
Where does Bakery Drivers Local 802 Pension Fund rank by assets among Form 5500 filers? ▼
Bakery Drivers Local 802 Pension Fund ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bakery Drivers Local 802 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is IBEW Local 684 Pension Trust in CA ($76M, 433 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bakery Drivers Local 802 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Liberty Coca-Cola Beverages and Teamsters Local #125 Pension Plan in PA (351 participants, $25M in assets).

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 516112573.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.