Other
2023 plan-year Other DOL Form 5500

Teamsters Bakery Drivers and Industry Pension Fund

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

Sponsored by Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fun · New York · Transportation & Warehousing

What the 2023 filing shows

Teamsters Bakery Drivers and Industry Pension Fund holds $64M for 272 participants — about $237,014 per participant, up 22.3% over the 2023 plan year.

$64M
total plan assets (2023 EOY)
272
covered participants
$237,014
avg assets per participant
+22.3%
assets growth YoY
Total Assets (2023)
$64M
Participants
272
State
Industry
Transportation & Warehousing

What the Filing Says About Teamsters Bakery Drivers and Industry Pension Fund

Teamsters Bakery Drivers and Industry Pension Fund is a Other retirement plan sponsored by Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fun, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $64M in total end-of-year assets and covers 272 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 814551030, and the plan has been effective since 2016-07-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $53M at the beginning of 2023 to $64M at year-end — a gain of 22.3%. Net assets (after liabilities) closed the year at $64M, with reported net income of $12M 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)$53M
Total Assets (End of Year)$64M
Net Assets (End of Year)$64M
Net Income$12M
Plan TypeOther
Employer EIN814551030
Plan Effective Date2016-07-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fun)

Year Plans Participants Total Assets
2022 1 228 $53M
2023 1 272 $64M
2024 1 290 $73M

Nearby Other Plans in New York

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Teamsters Bakery Drivers and Industry Pension Fund?
As of the 2023 Form 5500 filing, Teamsters Bakery Drivers and Industry Pension Fund holds $64M in total assets with 272 participants. It is sponsored by Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fun.
What type of plan is Teamsters Bakery Drivers and Industry Pension Fund?
Teamsters Bakery Drivers and Industry Pension Fund is a Other plan. It has been effective since 2016-07-15. The plan is filed with the U.S. Department of Labor under EIN 814551030.
Who sponsors the Teamsters Bakery Drivers and Industry Pension Fund?
Teamsters Bakery Drivers and Industry Pension Fund is sponsored by Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fun, located in New York. The sponsor's EIN is 814551030 and the plan operates in the Transportation & Warehousing industry.
How did Teamsters Bakery Drivers and Industry Pension Fund perform in 2023?
Teamsters Bakery Drivers and Industry Pension Fund grew by 22.3% during 2023, moving from $53M to $64M in total assets. Net income was $12M.
Where can I find official filings for Teamsters Bakery Drivers and Industry Pension Fund?
Official Form 5500 filings for Teamsters Bakery Drivers and Industry Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 814551030 or plan name at efast.dol.gov.
How does Teamsters Bakery Drivers and Industry Pension Fund compare to other plans?
You can compare Teamsters Bakery Drivers and Industry Pension Fund against other Other plans on the plan type page, or view plans in New York 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 814551030.

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