The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Pension Fd of the Phila.Bakery Employers Food · New Jersey · Manufacturing
What the 2023 filing shows
The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl holds $221M for 535 participants — about $412,364 per participant, up 3.7% over the 2023 plan year.
- $221M
- total plan assets (2023 EOY)
- 535
- covered participants
- $412,364
- avg assets per participant
- +3.7%
- assets growth YoY
What the Filing Says About The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl
The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl is a Other retirement plan sponsored by Pension Fd of the Phila.Bakery Employers Food, headquartered in New Jersey. As of the 2023 Form 5500 filing, the plan reports $221M in total end-of-year assets and covers 535 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 236537145, and the plan has been effective since 1953-04-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $213M at the beginning of 2023 to $221M at year-end — a gain of 3.7%. Net assets (after liabilities) closed the year at $220M, with reported net income of $8M 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 1 prior plan-year filing 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) | $213M |
| Total Assets (End of Year) | $221M |
| Net Assets (End of Year) | $220M |
| Net Income | $8M |
| Plan Type | Other |
| Employer EIN | 236537145 |
| Plan Effective Date | 1953-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pension Fd of the Phila.Bakery Employers Food)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 503 | $213M |
| 2023 | 1 | 535 | $221M |
Nearby Other Plans in New Jersey
Peer Other plans — same state, same plan type — ranked by total assets.
- Lucent Technologies Inc. Pension Plan $4.2B · N/A
- Consolidated Roche Retirement Plan $3.2B · 2,130
- Teamsters Pension Trust Fund of Philadelphia & Vicinity $2.4B · 10,032
- Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund $1.6B · 7,170
- Rwjbarnabas Health 403(b) Savings Plan $1.3B · 28,672
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Frequently Asked Questions
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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 236537145.
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.
Read our methodology — how this data is sourced, computed, and verified.