Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F Pension Plan

Data updated 2026-08-25

$144K
Total assets Small plan by assets
N/A
Participants Small participant base
8th
Percentile by assets National rank
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Official DOL plan name: Bakery and Sales Drivers' Local 33 Partitioned Pen · Sponsored by Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F · New Jersey · Retail Trade

$144K in assets, N/A participants

Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F's Bakery and Sales Drivers' Local 33 Partitioned Pen reported $144K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,083 in Retail Trade (8,048 peers)

Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F multi-year trail

Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F's plans moved -29.6% in assets from 2022 to 2024; this filing shows Bakery and Sales Drivers' Local 33 Partitioned Pen at $144K / N/A participants.

#1,083
in Retail Trade (8,048 peers)
-12.5%
assets change YoY

The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bakery and Sales Drivers' Local 33 Partitioned Pen among the smaller filed plans by assets

Bakery and Sales Drivers' Local 33 Partitioned Pen vs every filed plan by assets

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

$143,646 8th percentile higher than 8% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bakery and Sales Drivers' Local 33 Partitioned Pen reported net income rose from -$67K in the plan year 2023 filing to -$30K in the plan year 2024 filing.
  • Bakery and Sales Drivers' Local 33 Partitioned Pen end-of-year assets fell from $164K in the plan year 2023 filing to $144K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 376561427 · Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F PY 2024 · Defined Benefit (Pension)

Bakery and Sales Drivers' Local 33 Partitioned Pen · $144K · N/A · 8th

  • 5500 $144K
  • ASSETS N/A
  • PCT 8th
  • EIN Defined Benefit (Pension)
  • RANK near Behr Dayton Cash Balance Pension Plan
  • PHOTO ind #1083

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 Retail Trade retirement plans → · Plans in New Jersey →

Bakery and Sales Drivers' Local 33 Partitioned Pen in the asset neighbourhood

Behr Dayton Cash Balance Pension PlanBehr Dayton Cash Balance Pen…$146KGreeley and Hansen Pension PlanGreeley and Hansen Pension P…$148KBakery and Sales Drivers' Local 33 Partitioned PenBakery and Sales Drivers' Lo…$144KEmployee Pension Benefit Plan Local 640 IatseEmployee Pension Benefit Pla…$141KThe Retirement Plan for Employees of Massachusetts Envelope CompanyThe Retirement Plan for Empl…$139K
End-of-year total assets ($M) among Bakery and Sales Drivers' Local 33 Partitioned Pen and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F plans reported in each filing year

Latest sponsor-wide plan assets
$144K 29.625655873837065% vs 2022
2024 filing year
$0.12M$0.14M$0.16M$0.18M$0.2M$0.22M 202220232024 $0.2M $0.14M ▼ -30.0%
Year Plans Participants Total Assets
2022 1 N/A $204K
2023 1 N/A $164K
2024 1 N/A $144K

Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F filing trail (2024)

Total Assets (Beginning of Year)$164K
Net Assets (End of Year)$106K
Net Income-$30K
Employer EIN376561427
Plan Effective Date2014-01-14
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Bakery and Sales Drivers' Local 33 Partitioned Pen vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Bakery and Sales Drivers' Local 33 Partitioned Pen, Total assets ($B): 0.000143646 · Participants: 0Bakery and Sales Drivers' Local 33 Partitioned PenRetirement Plan of Johnson and Johnson, Total assets ($B): 21.095569114 · Participants: 37882Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.066557714 · Participants: 83812JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 12.855309 · Participants: 7280Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.025028912 · Participants: 16233The Prudential Merged Retirement PlanMerck US Pension Plan, Total assets ($B): 10.090083286 · Participants: 26843Merck US Pension Plan
Bakery and Sales Drivers' Local 33 Partitioned Pen vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Bakery and Sales Drivers' Local 33 Partitioned Pen side-by-side with 3 peers →

Bakery and Sales Drivers' Local 33 Partitioned Pen's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New Jersey, the nearest Defined Benefit (Pension) by end-of-year assets is Behr Dayton Cash Balance Pension Plan in MI at $146K (this filing: $144K).

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 and Sales Drivers' Local 33 Partitioned Pen assets move in 2024? ▼
Bakery and Sales Drivers' Local 33 Partitioned Pen pulled back noticeably - down 12.5% during 2024, from $164K to $144K. Reported net income was -$30K.
How have Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Bakery and Sales Drivers' Local 33 Part Pen F's sponsor-wide assets declined 29.6%, from $204K to $144K.
Where does Bakery and Sales Drivers' Local 33 Partitioned Pen rank by assets among Form 5500 filers? ▼
Bakery and Sales Drivers' Local 33 Partitioned Pen ranks in the 8th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Bakery and Sales Drivers' Local 33 Partitioned Pen? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Behr Dayton Cash Balance Pension Plan in MI ($146K, 5 participants).

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 376561427.

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.