401(k) · DOL Form 5500 · 2024
Local Union 514 401(k) Plan
Data updated 2026-07-24
- $2M
- Total assets
- 321
- Participants
- 30th
- Percentile by assets
- $6,866
- Avg per participant
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.
- 30th percentile by assets (of 116,472 plans)
What the 2024 filing shows
B. a. T. Retirement Fund holds $2M for 321 participants - about $6,866 per participant, in the lower half of filed plans by assets, up 34.1% over the 2024 plan year.
- $2M
- total plan assets (2024 EOY)
- 321
- covered participants
- 30th
- percentile by assets (of 116,472 plans)
- $6,866
- avg assets per participant
401(k) · DOL Form 5500 · 2024
What the Filing Says About B. a. T. Retirement Fund
B. a. T. Retirement Fund is a 401(k) retirement plan sponsored by Local Union 514, headquartered in New York. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 321 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 461144986, and the plan has been effective since 2015-02-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets surged from $2M at the beginning of 2024 to $2M at year-end - up 34.1%. Net assets (after liabilities) closed the year at $2M, with reported net income of $561K 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.
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.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank B. a. T. Retirement Fund against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Total Assets (End of Year) | $2M |
| Net Assets (End of Year) | $2M |
| Net Income | $561K |
| Plan Type | 401(k) |
| Employer EIN | 461144986 |
| Plan Effective Date | 2015-02-01 |
| Filing Status | FILING 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
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to B. a. T. Retirement Fund by total assets, not by location.
Frequently Asked Questions
How much money is in the B. a. T. Retirement Fund? ▼
What type of plan is B. a. T. Retirement Fund? ▼
Who sponsors the B. a. T. Retirement Fund? ▼
How did B. a. T. Retirement Fund perform in 2024? ▼
What this filing means
Ways to act on B. a. T. Retirement Fund's numbers.
- By total assets, B. a. T. Retirement Fund ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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.
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.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-07-24.