Defined Benefit (Pension) · DOL Form 5500 · 2023

Joint Bot Cleveland Bakers and Teamsters Pension Fund Pension Plan

Data updated 2026-08-25

$348M
Total assets Above avg plan size: 1,930
Participants Near avg headcount: 97th
Percentile by assets National rank: $180,446
Avg per participant Above avg balance/head

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Official DOL plan name: Cleveland Bakers and Teamsters Pension Fund · Sponsored by Joint Bot Cleveland Bakers and Teamsters Pension Fund · Ohio · Manufacturing

$348M in assets, 1,930 participants

Joint Bot Cleveland Bakers and Teamsters Pension Fund's Cleveland Bakers and Teamsters Pension Fund reported $348M in total assets and 1,930 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

#17,687 in Manufacturing (18,722 peers)

Coverage in Ohio

Cleveland Bakers and Teamsters Pension Fund covers 1,930 participants in Ohio, 2.5x the typical Ohio plan (state average ~765 per filing). Assets: $348M.

#17,687
in Manufacturing (18,722 peers): +1.9%
assets growth YoY: 3.5×
vs typical plan assets (national mean)

Cleveland Bakers and Teamsters Pension Fund's outsized position by total assets

Cleveland Bakers and Teamsters Pension Fund vs every filed plan by assets

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

$348,260,944 Top 3% higher than 97% of 127,068 filed plans

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

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

Cleveland Bakers and Teamsters Pension Fund'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. Cleveland Bakers and Teamsters Pension Fund lands in the large band (1,930 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Cleveland Bakers and Teamsters Pension Fund reported net income rose from -$86M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Cleveland Bakers and Teamsters Pension Fund reported participants fell from 2,056 in the plan year 2022 filing to 1,930 in the plan year 2023 filing.
Cleveland Bakers and Teamsters Pension Fund end-of-year assets rose from $342M in the plan year 2022 filing to $348M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 340904419 · Joint Bot Cleveland Bakers and Teamsters Pension Fund PY 2023 · Defined Benefit (Pension)

Cleveland Bakers and Teamsters Pension Fund · $348M · 1,930 · 97th

VS-ST $348M
VS-ST 1,930
VS-ST 97th
VS-ST Defined Benefit (Pension)
VS-ST near Retirement Income Plan for Selective Insurance Company of America
VS-ST ind #17687

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 Ohio →

End-of-year total assets ($M) among Cleveland Bakers and Teamsters Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)	$342M
Net Assets (End of Year)	$348M
Net Income	$7M
Employer EIN	340904419
Plan Effective Date	1962-09-06
Filing Status	FILING RECEIVED

Sponsor Plan History (Joint Bot Cleveland Bakers and Teamsters Pension Fund)

Latest sponsor-wide plan assets: $350M 2.5477480605157323% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2,056	$342M
2023	1	1,930	$348M
2024	1	1,990	$350M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Cleveland Bakers and Teamsters Pension Fund vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

Firstenergy Corp. Master Pension Plan $7.1B · 12,304
Nationwide Retirement Plan $5.3B · 22,311
American Electric Power System Retirement Plan $4.5B · 15,595
Parker Defined Benefit Plan $3.7B · 191
Ohio Operating Engineers Pension Plan $3.6B · 10,029

Compare Cleveland Bakers and Teamsters Pension Fund side-by-side with 3 peers →

Cleveland Bakers and Teamsters Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Retirement Income Plan for Selective Insurance Company of America in NJ ($348M); by covered participants it is Howmet Aerospace Retirement Plan in PA (1,929 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($348M here).

Retirement Income Plan for Selective Insurance Company of America (NJ) $348M · 525
H.B. Fuller Legacy Pension Plan (MN) $349M · 265
The Adjustable Plan of the Unite Here Retirement (NY) $349M · 42,309
Retirement Plan of American Fidelity Group (OK) $349M · 1,638

Similar participant headcount

Nearest other-state filings by covered participants (1,930 participants); asset peers above are excluded.

Howmet Aerospace Retirement Plan (PA) 1,929 · 1 off
Iron Workers St. Louis District Council Pension Trust (MO) 1,935 · 5 off
The Hearst Corporation Retirement Plan (NC) 1,922 · 8 off
IBEW Local 683 Pension Fund Pension Plan (MO) 1,938 · 8 off

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 Cleveland Bakers and Teamsters Pension Fund assets move in 2023? ▼

Cleveland Bakers and Teamsters Pension Fund edged up modestly - up 1.9% during 2023, from $342M to $348M. Reported net income was $7M.

How have Joint Bot Cleveland Bakers and Teamsters Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Joint Bot Cleveland Bakers and Teamsters Pension Fund's sponsor-wide assets grew 2.5%, from $342M to $350M.

Where does Cleveland Bakers and Teamsters Pension Fund rank by assets among Form 5500 filers? ▼

Cleveland Bakers and Teamsters Pension Fund ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Cleveland Bakers and Teamsters Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Income Plan for Selective Insurance Company of America in NJ ($348M, 525 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Cleveland Bakers and Teamsters Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Howmet Aerospace Retirement Plan in PA (1,929 participants, $641M 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 340904419.