Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Bakery Drivers Local 802 Pension Fund Pension Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
381
Participants Below avg headcount
89th
Percentile by assets National rank
$208,348
Avg per participant Above avg balance/head
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Official DOL plan name: Bakery Drivers Local 802 Pension Fund · Sponsored by Board of Trustees Bakery Drivers Local 802 Pension Fund · New York · Transportation & Warehousing

$79M in assets, 381 participants

Board of Trustees Bakery Drivers Local 802 Pension Fund's Bakery Drivers Local 802 Pension Fund reported $79M in total assets and 381 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,855 in Transportation & Warehousing (3,299 peers)

Coverage in New York

Bakery Drivers Local 802 Pension Fund covers 381 participants in New York, about 48% of the average New York filer (state average ~798 per filing). Assets: $79M.

#2,855
in Transportation & Warehousing (3,299 peers)
+4.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Bakery Drivers Local 802 Pension Fund's outsized position by total assets

Bakery Drivers Local 802 Pension Fund vs every filed plan by assets

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

$79,380,669 Top 11% higher than 89% 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

Bakery Drivers Local 802 Pension 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. Bakery Drivers Local 802 Pension Fund sits mid-pack in the medium band (381 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bakery Drivers Local 802 Pension Fund reported participants rose from 351 in the plan year 2023 filing to 381 in the plan year 2024 filing.
  • Bakery Drivers Local 802 Pension Fund reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Bakery Drivers Local 802 Pension Fund end-of-year assets rose from $76M in the plan year 2023 filing to $79M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 516112573 · Board of Trustees Bakery Drivers Local 802 Pension Fund PY 2024 · Defined Benefit (Pension)

Bakery Drivers Local 802 Pension Fund · $79M · 381 · 89th

  • EOY $79M
  • 5500 381
  • ASSETS 89th
  • PCT Defined Benefit (Pension)
  • EIN near New-Indy Catawba, LLC Pension Plan
  • RANK ind #2855

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 York →

Bakery Drivers Local 802 Pension Fund in the asset neighbourhood

Bricklayers and Allied Craftworkers Local 1 of PA/De Pension PlanBricklayers and Allied Craft…$79MNew-Indy Catawba, LLC Pension PlanNew-Indy Catawba, LLC Pensio…$79MBakery Drivers Local 802 Pension FundBakery Drivers Local 802 Pen…$79MColorcon, Inc. Employees' Pension PlanColorcon, Inc. Employees' Pe…$79MBradford White Corporation UAW Retirement Income PlanBradford White Corporation U…$79M
End-of-year total assets ($M) among Bakery Drivers Local 802 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$79M
Net Income$3M
Employer EIN516112573
Plan Effective Date1956-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Bakery Drivers Local 802 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees Bakery Drivers Local 802 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$79M 8.928137633946827% vs 2022
2024 filing year
$72M$74M$76M$78M$80M$82M 202220232024 $72.9M $79.4M ▲ +8.9%
Year Plans Participants Total Assets
2022 1 350 $73M
2023 1 351 $76M
2024 1 381 $79M

Nearby Defined Benefit (Pension) Plans in New York

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

Bakery Drivers Local 802 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Bakery Drivers Local 802 Pension Fund, Total assets ($B): 0.079380669 · Participants: 381Bakery Drivers Local 802 Pension FundIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Bakery Drivers Local 802 Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Bakery Drivers Local 802 Pension Fund side-by-side with 3 peers →

Bakery Drivers Local 802 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is New-Indy Catawba, LLC Pension Plan in CA ($79M); by covered participants it is Tidewater Electrical Industry Pension Fund in VA (381 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (381 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 Bakery Drivers Local 802 Pension Fund assets move in 2024? ▼
Bakery Drivers Local 802 Pension Fund edged up modestly - up 4.2% during 2024, from $76M to $79M. Reported net income was $3M.
How have Board of Trustees Bakery Drivers Local 802 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Bakery Drivers Local 802 Pension Fund's sponsor-wide assets grew 8.9%, from $73M to $79M.
Where does Bakery Drivers Local 802 Pension Fund rank by assets among Form 5500 filers? ▼
Bakery Drivers Local 802 Pension Fund ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bakery Drivers Local 802 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is New-Indy Catawba, LLC Pension Plan in CA ($79M, 201 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bakery Drivers Local 802 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tidewater Electrical Industry Pension Fund in VA (381 participants, $65M 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 516112573.

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.