Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of Beverage Drivers Local Union No. 67 Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
N/A
Participants Small participant base
28th
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan · Sponsored by Board of Trustees of Beverage Drivers Local Union No. 67 · Pennsylvania · Transportation & Warehousing

$2M in assets, N/A participants

Board of Trustees of Beverage Drivers Local Union No. 67's Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan reported $2M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

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

What the 2023 filing shows

Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan holds $2M for N/A participants, in the lower half of filed plans by assets.

#943
in Transportation & Warehousing (3,362 peers)
-1.2%
assets change YoY

Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan among the smaller filed plans by assets

Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan vs every filed plan by assets

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

$1,657,921 28th percentile higher than 28% 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

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

  • Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan reported net income rose from -$60K in the plan year 2022 filing to $21K in the plan year 2023 filing.
  • Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 526120041 · Board of Trustees of Beverage Drivers Local Union No. 67 PY 2023 · Defined Benefit (Pension)

Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan · $2M · N/A · 28th

  • PART $2M
  • PART N/A
  • PART 28th
  • PART Defined Benefit (Pension)
  • PART near Financial Alternatives, Inc. Defined Benefit Pension Plan
  • PART ind #943

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 Pennsylvania →

Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan in the asset neighbourhood

Beverage and Brewery Drivers Local 67 Pension Fund Retirement PlanBeverage and Brewery Drivers…$2MFinancial Alternatives, Inc. Defined Benefit Pension PlanFinancial Alternatives, Inc.…$2MRobb M. Strom & Associates, Apc Defined Benefit Pension PlanRobb M. Strom & Associates, …$2MDeffet Group Cash Balance PlanDeffet Group Cash Balance Pl…$2MThe Rice Partnership, LLC Cash Balance PlanThe Rice Partnership, LLC Ca…$2M
End-of-year total assets ($M) among Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$21K
Employer EIN526120041
Plan Effective Date1966-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Beverage Drivers Local Union No. 67)

Sponsor-wide plan assets over time

All Board of Trustees of Beverage Drivers Local Union No. 67 plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.7570936862378674% vs 2022
2024 filing year
$1.64M$1.65M$1.66M$1.67M$1.68M$1.69M 202220232024 $1.68M $1.65M ▼ -1.8%
Year Plans Participants Total Assets
2022 1 N/A $2M
2023 1 N/A $2M
2024 1 N/A $2M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan, Total assets ($B): 0.001657921 · Participants: 0Beverage and Brewery Drivers Local 67 Pension Fund Retirement PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan side-by-side with 3 peers →

Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Pennsylvania, the nearest Defined Benefit (Pension) by end-of-year assets is Financial Alternatives, Inc. Defined Benefit Pension Plan in CA at $2M (this filing: $2M).

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 Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan assets move in 2023? ▼
Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan edged down modestly - down 1.2% during 2023, from $2M to $2M. Reported net income was $21K.
How have Board of Trustees of Beverage Drivers Local Union No. 67 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Beverage Drivers Local Union No. 67's sponsor-wide assets declined 1.8%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Beverage and Brewery Drivers Local 67 Pension Fund Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Financial Alternatives, Inc. Defined Benefit Pension Plan in CA ($2M, 8 participants).

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 526120041.

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.