Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fun Pension Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
272
Participants Below avg headcount
88th
Percentile by assets National rank
$237,014
Avg per participant Above avg balance/head
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Official DOL plan name: Teamsters Bakery Drivers and Industry Pension Fund · Sponsored by Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fun · New York · Transportation & Warehousing

$64M in assets, 272 participants

Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fun's Teamsters Bakery Drivers and Industry Pension Fund reported $64M in total assets and 272 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,884 in Transportation & Warehousing (3,362 peers)

Coverage in New York

Teamsters Bakery Drivers and Industry Pension Fund covers 272 participants in New York, about 34% of the average New York filer (state average ~798 per filing). Assets: $64M.

#2,884
in Transportation & Warehousing (3,362 peers)
+22.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Teamsters Bakery Drivers and Industry Pension Fund's outsized position by total assets

Teamsters Bakery Drivers and Industry Pension Fund vs every filed plan by assets

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

$64,467,886 Top 12% higher than 88% 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

Teamsters Bakery Drivers and Industry 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. Teamsters Bakery Drivers and Industry Pension Fund sits mid-pack in the medium band (272 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Teamsters Bakery Drivers and Industry Pension Fund reported net income rose from -$4M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Teamsters Bakery Drivers and Industry Pension Fund end-of-year assets rose from $53M in the plan year 2022 filing to $64M in the plan year 2023 filing.
  • Teamsters Bakery Drivers and Industry Pension Fund reported participants rose from 228 in the plan year 2022 filing to 272 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 814551030 · Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fun PY 2023 · Defined Benefit (Pension)

Teamsters Bakery Drivers and Industry Pension Fund · $64M · 272 · 88th

  • VS-ST $64M
  • VS-ST 272
  • VS-ST 88th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Agfa Corporation Pension Plan
  • VS-ST ind #2884

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 →

Teamsters Bakery Drivers and Industry Pension Fund in the asset neighbourhood

Michael Best & Friedrich Employees' Pension PlanMichael Best & Friedrich Emp…$65MAgfa Corporation Pension Plan$64MTeamsters Bakery Drivers and Industry Pension FundTeamsters Bakery Drivers and…$64MAcuity Brands, Inc. Legacy Pension PlanAcuity Brands, Inc. Legacy P…$64MSuburban Hospital, Inc. Retirement Income PlanSuburban Hospital, Inc. Reti…$64M
End-of-year total assets ($M) among Teamsters Bakery Drivers and Industry 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)$53M
Net Assets (End of Year)$64M
Net Income$12M
Employer EIN814551030
Plan Effective Date2016-07-15
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fun plans reported in each filing year

Latest sponsor-wide plan assets
$73M 37.64513053788852% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $52.7M $72.5M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 228 $53M
2023 1 272 $64M
2024 1 290 $73M

Nearby Defined Benefit (Pension) Plans in New York

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

Teamsters Bakery Drivers and Industry Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Teamsters Bakery Drivers and Industry Pension Fund, Total assets ($B): 0.064467886 · Participants: 272Teamsters Bakery Drivers and Industry 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
Teamsters Bakery Drivers and Industry Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Teamsters Bakery Drivers and Industry 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 Agfa Corporation Pension Plan in NJ ($64M); by covered participants it is The Manitowoc Company, Inc. Pension Plan in WI (272 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($64M here).

Similar participant headcount

Nearest other-state filings by covered participants (272 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 Teamsters Bakery Drivers and Industry Pension Fund assets move in 2023?
Teamsters Bakery Drivers and Industry Pension Fund grew sharply - up 22.3% during 2023, from $53M to $64M. Reported net income was $12M.
How have Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fun plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fun's sponsor-wide assets grew 37.6%, from $53M to $73M.
Where does Teamsters Bakery Drivers and Industry Pension Fund rank by assets among Form 5500 filers?
Teamsters Bakery Drivers and Industry Pension Fund ranks in the 88th 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 Teamsters Bakery Drivers and Industry Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Agfa Corporation Pension Plan in NJ ($64M, 164 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Teamsters Bakery Drivers and Industry Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Manitowoc Company, Inc. Pension Plan in WI (272 participants, $87M in assets).