Other
2023 plan-year Other DOL Form 5500

Retail Bakers Pension Trust Fund of St Louis

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

Sponsored by Board of Trustees Retail Bakers Pension Trust Fund of St. Louis · Missouri · Manufacturing

What the 2023 filing shows

Retail Bakers Pension Trust Fund of St Louis holds $8M for 116 participants — about $66,350 per participant, down 0.8% over the 2023 plan year.

$8M
total plan assets (2023 EOY)
116
covered participants
$66,350
avg assets per participant
-0.8%
assets change YoY

The plan reported a net loss of $59K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$8M
Participants
116
State
Industry
Manufacturing

What the Filing Says About Retail Bakers Pension Trust Fund of St Louis

Retail Bakers Pension Trust Fund of St Louis is a Other retirement plan sponsored by Board of Trustees Retail Bakers Pension Trust Fund of St. Louis, headquartered in Missouri. As of the 2023 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 116 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 430783679, and the plan has been effective since 1961-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2023 to $8M at year-end — a decline of 0.8%. Net assets (after liabilities) closed the year at $8M, with reported net income of $-58,703 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)$8M
Total Assets (End of Year)$8M
Net Assets (End of Year)$8M
Net Income$-58,703
Plan TypeOther
Employer EIN430783679
Plan Effective Date1961-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Retail Bakers Pension Trust Fund of St. Louis)

Year Plans Participants Total Assets
2022 1 139 $8M
2023 1 116 $8M
2024 2 322 $17M

Nearby Other Plans in Missouri

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

Frequently Asked Questions

How much money is in the Retail Bakers Pension Trust Fund of St Louis?
As of the 2023 Form 5500 filing, Retail Bakers Pension Trust Fund of St Louis holds $8M in total assets with 116 participants. It is sponsored by Board of Trustees Retail Bakers Pension Trust Fund of St. Louis.
What type of plan is Retail Bakers Pension Trust Fund of St Louis?
Retail Bakers Pension Trust Fund of St Louis is a Other plan. It has been effective since 1961-12-01. The plan is filed with the U.S. Department of Labor under EIN 430783679.
Who sponsors the Retail Bakers Pension Trust Fund of St Louis?
Retail Bakers Pension Trust Fund of St Louis is sponsored by Board of Trustees Retail Bakers Pension Trust Fund of St. Louis, located in Missouri. The sponsor's EIN is 430783679 and the plan operates in the Manufacturing industry.
How did Retail Bakers Pension Trust Fund of St Louis perform in 2023?
Retail Bakers Pension Trust Fund of St Louis declined by 0.8% during 2023, moving from $8M to $8M in total assets. Net income was $-58,703.
Where can I find official filings for Retail Bakers Pension Trust Fund of St Louis?
Official Form 5500 filings for Retail Bakers Pension Trust Fund of St Louis are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 430783679 or plan name at efast.dol.gov.
How does Retail Bakers Pension Trust Fund of St Louis compare to other plans?
You can compare Retail Bakers Pension Trust Fund of St Louis against other Other plans on the plan type page, or view plans in Missouri 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 430783679.

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.