Defined Benefit (Pension) · DOL Form 5500 · 2023

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

Data updated 2026-08-06

$102M
Total assets: 563
Participants: 91st
Percentile by assets: $181,770
Avg per participant

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.

91st percentile by assets (of 126,618 plans)
#16,255 in Manufacturing (18,672 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.

$102M
total plan assets (2023 EOY): 563
covered participants: 91st
percentile by assets (of 126,618 plans): $181,770
avg assets per participant

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 2023→2024 release diff →

State

New York

Industry

Manufacturing

Upstate New York Bakery Drivers and Industry Pension Fund vs the 2023 asset distribution

By assets, Upstate New York Bakery Drivers and Industry Pension Fund outranks 91% of the 126,618 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$102M
Net Assets (End of Year)	$102M
Net Income	$624K
Employer EIN	150612437
Plan Effective Date	1957-12-10
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Trustees of the Upstate New York Bakery Drivers and Industry Pension F plans on file

Year	Plans	Participants	Total Assets
2022	1	543	$102M
2023	1	563	$102M

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

IBM Personal Pension Plan $25.0B · 14,881
Consolidated Edison Retirement Plan $16.2B · 10,779
1199seiu Health Care Employees Pension Fund $16.2B · 107,582
Pfizer Consolidated Pension Plan $11.0B · 9,616
Pepsico Employees Retirement Plan I $7.6B · 12,289

Compare Upstate New York Bakery Drivers and Indu… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Upstate New York Bakery Drivers and Industry Pension Fund by total assets, not by location.

Plumbers Union Local No. 55 Pension Plan (OH) $102M · 459
The Dial Corporation Future Security Plan (CT) $102M · 136
Aecom Pension Plan (TX) $102M · 135
Industry and Local 338 Pension Fund (MD) $102M · 232

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 2 plan years on file (2022-2023), Trustees of the Upstate New York Bakery Drivers and Industry Pension F's sponsor-wide assets grew 0.6%, from $102M to $102M.

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 126,618 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).

Next read for Upstate New York Bakery Drivers and Indu…

Scale reading

Ways to act on Upstate New York Bakery Drivers and Industry Pension Fund's numbers.

By total assets, Upstate New York Bakery Drivers and Industry Pension Fund ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
Trustees of the Upstate New York Bakery Drivers and Industry Pension F's sponsor-wide assets have grown 0.6% since 2022 across 2 plan years on file. More Manufacturing plans

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.