Defined Benefit (Pension) · DOL Form 5500 · 2023
Trustees Bakery Drivers & Salesmen Local 194 & Industry Pension Fund Pension Plan
Data updated 2026-08-25
- $124M
- Total assets Near avg plan size
- 13
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $9.6M
- Avg per participant High balance/head
Official DOL plan name: Bakery Drivers & Salesmen Local 194 & Industry Pension Fund · Sponsored by Trustees Bakery Drivers & Salesmen Local 194 & Industry Pension Fund · New Jersey · Transportation & Warehousing
$124M in assets, 13 participants
Trustees Bakery Drivers & Salesmen Local 194 & Industry Pension Fund's Bakery Drivers & Salesmen Local 194 & Industry Pension Fund reported $124M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,046 in Transportation & Warehousing (3,362 peers)
Where Bakery Drivers & Salesmen Local 194 & Industry Pension Fund sits by assets
Bakery Drivers & Salesmen Local 194 & Industry Pension Fund sits in the top 10% of all filed plans by assets, $124M for 13 participants (~$9.6M/participant), up 3.3% in 2023.
- #3,046
- in Transportation & Warehousing (3,362 peers)
- +3.3%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Bakery Drivers & Salesmen Local 194 & Industry Pension Fund's outsized position by total assets
Bakery Drivers & Salesmen Local 194 & Industry Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$124,342,452 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bakery Drivers & Salesmen Local 194 & Industry Pension Fund among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bakery Drivers & Salesmen Local 194 & Industry Pension Fund is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bakery Drivers & Salesmen Local 194 & Industry Pension Fund reported net income fell from $99M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Bakery Drivers & Salesmen Local 194 & Industry Pension Fund reported participants rose from 12 in the plan year 2022 filing to 13 in the plan year 2023 filing.
- Bakery Drivers & Salesmen Local 194 & Industry Pension Fund end-of-year assets rose from $120M in the plan year 2022 filing to $124M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 226255484 · Trustees Bakery Drivers & Salesmen Local 194 & Industry Pension Fund PY 2023 · Defined Benefit (Pension)
Bakery Drivers & Salesmen Local 194 & Industry Pension Fund · $124M · 13 · 93rd
- PCT $124M
- EIN 13
- RANK 93rd
- PHOTO Defined Benefit (Pension)
- IND near Bertelsmann Pension Account Plan
- EOY ind #3046
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 New Jersey →
Bakery Drivers & Salesmen Local 194 & Industry Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $120M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | $4M |
| Employer EIN | 226255484 |
| Plan Effective Date | 1955-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees Bakery Drivers & Salesmen Local 194 & Industry Pension Fund)
Sponsor-wide plan assets over time
All Trustees Bakery Drivers & Salesmen Local 194 & Industry Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $124M 3.326016670477261% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $120M |
| 2023 | 1 | 13 | $124M |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $21.2B · 37,749
- JPMorgan Chase Retirement Plan $16.3B · 90,644
- Nokia Retirement Income Plan $13.9B · 7,492
- The Prudential Merged Retirement Plan $12.2B · 16,230
- Verizon Pension Plan for Associates $10.9B · 23,778
Bakery Drivers & Salesmen Local 194 & Industry Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Bertelsmann Pension Account Plan in NY ($124M); by covered participants it is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124M here).
- Bertelsmann Pension Account Plan (NY) $124M · 703
- Kao America Inc. Pension Plan (OH) $124M · 646
- Northwest Bricklayers Pension Plan (OR) $125M · 772
- Mary Washington Healthcare Defined Benefit Retirement Plan (VA) $124M · 428
Similar participant headcount
Nearest other-state filings by covered participants (13 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.