Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of the Upstate New York Bakery Drivers and Industry Pension F Pension Plan

Data updated 2026-08-25

$102M
Total assets Near avg plan size
563
Participants Below avg headcount
91st
Percentile by assets National rank
$181,770
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Upstate New York Bakery Drivers and Industry Pension Fund · Sponsored by Trustees of the Upstate New York Bakery Drivers and Industry Pension F · New York · Manufacturing

$102M in assets, 563 participants

Trustees of the Upstate New York Bakery Drivers and Industry Pension F's Upstate New York Bakery Drivers and Industry Pension Fund reported $102M in total assets and 563 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,305 in Manufacturing (18,722 peers)

Where Upstate New York Bakery Drivers and Industry Pension Fund sits by assets

Upstate New York Bakery Drivers and Industry Pension Fund sits in the top 10% of all filed plans by assets, $102M for 563 participants (~$181,770/participant), up 0.6% in 2023.

#16,305
in Manufacturing (18,722 peers)
+0.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Upstate New York Bakery Drivers and Industry Pension Fund's outsized position by total assets

Upstate New York Bakery Drivers and Industry Pension Fund vs every filed plan by assets

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

$102,336,408 Top 9% higher than 91% 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

Upstate New York 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. Upstate New York Bakery Drivers and Industry Pension Fund sits mid-pack in the medium band (563 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Upstate New York Bakery Drivers and Industry Pension Fund reported net income rose from -$2M in the plan year 2022 filing to $624K in the plan year 2023 filing.
  • Upstate New York Bakery Drivers and Industry Pension Fund reported participants rose from 543 in the plan year 2022 filing to 563 in the plan year 2023 filing.
  • Upstate New York Bakery Drivers and Industry Pension Fund end-of-year assets rose from $102M in the plan year 2022 filing to $102M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 150612437 · Trustees of the Upstate New York Bakery Drivers and Industry Pension F PY 2023 · Defined Benefit (Pension)

Upstate New York Bakery Drivers and Industry Pension Fund · $102M · 563 · 91st

  • TYPE $102M
  • NET 563
  • BOOK 91st
  • VS-ST Defined Benefit (Pension)
  • BOY near Plumbers Union Local No. 55 Pension Plan
  • SCH ind #16305

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 New York →

Upstate New York Bakery Drivers and Industry Pension Fund in the asset neighbourhood

Upstate New York Bakery Drivers and Industry Pension FundUpstate New York Bakery Driv…$102MPlumbers Union Local No. 55 Pension PlanPlumbers Union Local No. 55 …$102MThe Dial Corporation Future Security PlanThe Dial Corporation Future …$102MAecom Pension Plan$102MIndustry and Local 338 Pension FundIndustry and Local 338 Pensi…$102M
End-of-year total assets ($M) among Upstate New York Bakery Drivers and Industry Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$102M
Net Income$624K
Employer EIN150612437
Plan Effective Date1957-12-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Upstate New York Bakery Drivers and Industry Pension F)

Sponsor-wide plan assets over time

All Trustees of the Upstate New York Bakery Drivers and Industry Pension F plans reported in each filing year

Latest sponsor-wide plan assets
$105M 3.1310086434926063% vs 2022
2024 filing year
$101M$102M$103M$104M$105M$106M 202220232024 $102M $105M ▲ +3.1%
Year Plans Participants Total Assets
2022 1 543 $102M
2023 1 563 $102M
2024 1 567 $105M

Nearby Defined Benefit (Pension) Plans in New York

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

Upstate New York 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 ($B) Participants Upstate New York Bakery Drivers and Industry Pension Fund, Total assets ($B): 0.102336408 · Participants: 563Upstate New York 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
Upstate New York Bakery Drivers and Industry Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Upstate New York Bakery Drivers and Industry Pension Fund side-by-side with 3 peers →

Upstate New York 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 Plumbers Union Local No. 55 Pension Plan in OH ($102M); by covered participants it is Kennametal Inc. Retirement Income Plan in SC (563 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($102M here).

Similar participant headcount

Nearest other-state filings by covered participants (563 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 Upstate New York Bakery Drivers and Industry Pension Fund assets move in 2023? ▼
Upstate New York Bakery Drivers and Industry Pension Fund held essentially flat - up 0.6% during 2023, from $102M to $102M. Reported net income was $624K.
How have Trustees of the Upstate New York Bakery Drivers and Industry Pension F plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Upstate New York Bakery Drivers and Industry Pension F's sponsor-wide assets grew 3.1%, from $102M to $105M.
Where does Upstate New York Bakery Drivers and Industry Pension Fund rank by assets among Form 5500 filers? ▼
Upstate New York Bakery Drivers and Industry Pension Fund ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Upstate New York Bakery Drivers and Industry Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers Union Local No. 55 Pension Plan in OH ($102M, 459 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Upstate New York Bakery Drivers and Industry Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kennametal Inc. Retirement Income Plan in SC (563 participants, $541M 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 150612437.

Read our methodology - how this data is sourced, computed, and verified.

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