401(k) · DOL Form 5500 · 2023

New England Bakery Drivers and Its Member Local Unions 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
4,405
Participants Above avg headcount
87th
Percentile by assets National rank
$12,567
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: New England Teamsters Savings and Investment Plan · Sponsored by New England Bakery Drivers and Its Member Local Unions · New Hampshire · Manufacturing

$55M in assets, 4,405 participants

New England Bakery Drivers and Its Member Local Unions's New England Teamsters Savings and Investment Plan reported $55M in total assets and 4,405 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,055 in Manufacturing (18,722 peers)

Coverage in New Hampshire

New England Teamsters Savings and Investment Plan covers 4,405 participants in New Hampshire, 15x the typical New Hampshire plan (state average ~301 per filing). Assets: $55M.

#15,055
in Manufacturing (18,722 peers)
+29.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

New England Teamsters Savings and Investment Plan's outsized position by total assets

New England Teamsters Savings and Investment Plan vs every filed plan by assets

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

$55,358,711 Top 13% higher than 87% 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

New England Teamsters Savings and Investment Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New England Teamsters Savings and Investment Plan lands in the large band (4,405 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New England Teamsters Savings and Investment Plan reported net income rose from -$4M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • New England Teamsters Savings and Investment Plan reported participants rose from 3,370 in the plan year 2022 filing to 4,405 in the plan year 2023 filing.
  • New England Teamsters Savings and Investment Plan end-of-year assets rose from $43M in the plan year 2022 filing to $55M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 222930352 · New England Bakery Drivers and Its Member Local Unions PY 2023 · 401(k)

New England Teamsters Savings and Investment Plan · $55M · 4,405 · 87th

  • RANK $55M
  • PHOTO 4,405
  • IND 87th
  • EOY 401(k)
  • 5500 near Buckingham, Doolittle & Burroughs, LLC 401(k) Profit Sharing Plan and Trust
  • ASSETS ind #15055

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 Hampshire →

New England Teamsters Savings and Investment Plan in the asset neighbourhood

New England Teamsters Savings and Investment PlanNew England Teamsters Saving…$55MBuckingham, Doolittle & Burroughs, LLC 401(k) Profit Sharing Plan and TrustBuckingham, Doolittle & Burr…$55MHinge Health, Inc. 401(k) PlanHinge Health, Inc. 401(k) Pl…$55MBounteous, Inc. 401(k) Profit Sharing PlanBounteous, Inc. 401(k) Profi…$55MSymphonyai 401(k) Plan$55M
End-of-year total assets ($M) among New England Teamsters Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Hampshire filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$55M
Net Income$13M
Employer EIN222930352
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New England Bakery Drivers and Its Member Local Unions)

Sponsor-wide plan assets over time

All New England Bakery Drivers and Its Member Local Unions plans reported in each filing year

Latest sponsor-wide plan assets
$67M 57.465945022039286% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $42.7M $67.3M ▲ +57.5%
Year Plans Participants Total Assets
2022 1 3,370 $43M
2023 1 4,405 $55M
2024 1 5,502 $67M

Nearby 401(k) Plans in New Hampshire

Peer 401(k) plans, same state, same plan type, ranked by total assets.

New England Teamsters Savings and Investment Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. 050001000015000 0200400600800 Total assets ($M) Participants New England Teamsters Savings and Investment Plan, Total assets ($M): 55.358711 · Participants: 4405New England Teamsters Savings and Investment PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
New England Teamsters Savings and Investment Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants

New England Teamsters Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Buckingham, Doolittle & Burroughs, LLC 401(k) Profit Sharing Plan and Trust in OH ($55M); by covered participants it is Prestige Care 401(k) Plan in WA (4,405 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,405 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 New England Teamsters Savings and Investment Plan assets move in 2023?
New England Teamsters Savings and Investment Plan grew sharply - up 29.6% during 2023, from $43M to $55M. Reported net income was $13M.
How have New England Bakery Drivers and Its Member Local Unions plan assets changed over time?
Across 3 plan years on file (2022-2024), New England Bakery Drivers and Its Member Local Unions's sponsor-wide assets grew 57.5%, from $43M to $67M.
Where does New England Teamsters Savings and Investment Plan rank by assets among Form 5500 filers?
New England Teamsters Savings and Investment Plan ranks in the 87th 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 401(k) plans are similar in size to New England Teamsters Savings and Investment Plan?
Among 401(k) plans in other states, the closest by assets is Buckingham, Doolittle & Burroughs, LLC 401(k) Profit Sharing Plan and Trust in OH ($55M, 130 participants).
Which 401(k) plans cover a similar participant headcount to New England Teamsters Savings and Investment Plan?
Among 401(k) plans in other states, the closest by covered participants is Prestige Care 401(k) Plan in WA (4,405 participants, $31M in assets).