Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F Pension Plan
Data updated 2026-08-25
- $164K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 9th
- Percentile by assets National rank
Official DOL plan name: Bakery and Sales Drivers' Local 33 Partitioned Pen · Sponsored by Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F · New Jersey · Retail Trade
$164K in assets, N/A participants
Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F's Bakery and Sales Drivers' Local 33 Partitioned Pen reported $164K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.
- #1,244 in Retail Trade (8,414 peers)
Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F multi-year trail
Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F's plans moved -29.6% in assets from 2022 to 2024; this filing shows Bakery and Sales Drivers' Local 33 Partitioned Pen at $164K / N/A participants.
- #1,244
- in Retail Trade (8,414 peers)
- -19.6%
- assets change YoY
The plan reported a net loss of $67K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bakery and Sales Drivers' Local 33 Partitioned Pen among the smaller filed plans by assets
Bakery and Sales Drivers' Local 33 Partitioned Pen vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$164,076 9th percentile higher than 9% 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
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bakery and Sales Drivers' Local 33 Partitioned Pen reported net income fell from $32K in the plan year 2022 filing to -$67K in the plan year 2023 filing.
- Bakery and Sales Drivers' Local 33 Partitioned Pen end-of-year assets fell from $204K in the plan year 2022 filing to $164K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 376561427 · Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F PY 2023 · Defined Benefit (Pension)
Bakery and Sales Drivers' Local 33 Partitioned Pen · $164K · N/A · 9th
- EBSA $164K
- PART N/A
- TYPE 9th
- NET Defined Benefit (Pension)
- BOOK near Local 531 Pension Fund
- VS-ST ind #1244
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 Retail Trade retirement plans → · Plans in New Jersey →
Bakery and Sales Drivers' Local 33 Partitioned Pen in the asset neighbourhood
Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F multi-year asset trail
Sponsor-wide plan assets over time
All Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F plans reported in each filing year
- Latest sponsor-wide plan assets
- $144K 29.625655873837065% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $204K |
| 2023 | 1 | N/A | $164K |
| 2024 | 1 | N/A | $144K |
Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F filing trail (2023)
| Total Assets (Beginning of Year) | $204K |
|---|---|
| Net Assets (End of Year) | $135K |
| Net Income | -$67K |
| Employer EIN | 376561427 |
| Plan Effective Date | 2014-01-14 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $21.2B · 37,749
- JPMorgan Chase Retirement Plan $16.3B · 90,644
- Nokia Retirement Income Plan $13.9B · 7,492
- The Prudential Merged Retirement Plan $12.2B · 16,230
- Verizon Pension Plan for Associates $10.9B · 23,778
Bakery and Sales Drivers' Local 33 Partitioned Pen's closest out-of-state Defined Benefit (Pension) peers by assets
Outside New Jersey, the nearest Defined Benefit (Pension) by end-of-year assets is Local 531 Pension Fund in NY at $164K (this filing: $164K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($164K here).
- Local 531 Pension Fund (NY) $164K · N/A
- Parkview Commons, LLC DB Plan (GA) $166K · 1
- Telescope Casual Furniture Inc. Union Pension Plan (NY) $168K · 1
- Plastic Trim, LLC Hourly Employees Pension Plan (OH) $172K · N/A
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.