401(k) · DOL Form 5500 · 2024

Local Union 514 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
321
Participants Below avg headcount
30th
Percentile by assets National rank
$6,866
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: B. a. T. Retirement Fund · Sponsored by Local Union 514 · New York · Food Services & Accommodation

$2M in assets, 321 participants

Local Union 514's B. a. T. Retirement Fund reported $2M in total assets and 321 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,426 in Food Services & Accommodation (3,672 peers)

Coverage in New York

B. a. T. Retirement Fund covers 321 participants in New York, about 40% of the average New York filer (state average ~798 per filing). Assets: $2M.

#2,426
in Food Services & Accommodation (3,672 peers)
+34.1%
assets growth YoY

B. a. T. Retirement Fund among the smaller filed plans by assets

B. a. T. Retirement Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,203,868 30th percentile higher than 30% of 123,620 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 2024

B. a. T. Retirement Fund among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. B. a. T. Retirement Fund sits mid-pack in the medium band (321 participants).

Form 5500 schedule snapshot

Filing strip 461144986 · Local Union 514 PY 2024 · 401(k)

B. a. T. Retirement Fund · $2M · 321 · 30th

  • EBSA $2M
  • EBSA 321
  • EBSA 30th
  • EBSA 401(k)
  • EBSA near Leisure Arts, Inc. 401(k) Savings Plan
  • EBSA ind #2426

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 Food Services & Accommodation retirement plans → · Plans in New York →

B. a. T. Retirement Fund in the asset neighbourhood

B. a. T. Retirement Fund$2MLeisure Arts, Inc. 401(k) Savings PlanLeisure Arts, Inc. 401(k) Sa…$2MDsi 401(k) Plan$2MIndy Connection Electrical Contractors 401(k) PlanIndy Connection Electrical C…$2MLescure Company, Inc. 401(k) Profit Sharing PlanLescure Company, Inc. 401(k)…$2M
End-of-year total assets ($M) among B. a. T. Retirement Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$561K
Employer EIN461144986
Plan Effective Date2015-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

B. a. T. Retirement Fund vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants B. a. T. Retirement Fund, Total assets ($B): 0.002203868 · Participants: 321B. a. T. Retirement FundIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
B. a. T. Retirement Fund vs. nearby 401(k) plans in New York, assets vs. participants
Compare B. a. T. Retirement Fund side-by-side with 3 peers →

B. a. T. Retirement Fund's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Leisure Arts, Inc. 401(k) Savings Plan in AR ($2M); by covered participants it is Investar Holding Corporation 401(k) Plan in LA (321 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (321 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did B. a. T. Retirement Fund assets move in 2024? ▼
B. a. T. Retirement Fund surged - up 34.1% during 2024, from $2M to $2M. Reported net income was $561K.
Which 401(k) plans are similar in size to B. a. T. Retirement Fund? ▼
Among 401(k) plans in other states, the closest by assets is Leisure Arts, Inc. 401(k) Savings Plan in AR ($2M, 16 participants).
Which 401(k) plans cover a similar participant headcount to B. a. T. Retirement Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Investar Holding Corporation 401(k) Plan in LA (321 participants, $27M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461144986.

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.