401(k) · DOL Form 5500 · 2024

New England Bakery Drivers and Its Member Local Unions 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
5,502
Participants Above avg headcount
87th
Percentile by assets National rank
$12,226
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: New England Teamsters Savings and Investment Plan · Sponsored by New England Bakery Drivers and Its Member Local Unions · New Hampshire · Manufacturing

$67M in assets, 5,502 participants

New England Bakery Drivers and Its Member Local Unions's New England Teamsters Savings and Investment Plan reported $67M in total assets and 5,502 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #14,484 in Manufacturing (17,777 peers)

Coverage in New Hampshire

New England Teamsters Savings and Investment Plan covers 5,502 participants in New Hampshire, 18x the typical New Hampshire plan (state average ~301 per filing). Assets: $67M.

#14,484
in Manufacturing (17,777 peers)
+21.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

New England Teamsters Savings and Investment Plan's outsized position by total assets

New England Teamsters Savings and Investment Plan vs every filed plan by assets

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

$67,267,433 Top 13% higher than 87% 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

New England Teamsters Savings and Investment Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New England Teamsters Savings and Investment Plan lands in the large band (5,502 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • New England Teamsters Savings and Investment Plan reported participants rose from 4,405 in the plan year 2023 filing to 5,502 in the plan year 2024 filing.
  • New England Teamsters Savings and Investment Plan end-of-year assets rose from $55M in the plan year 2023 filing to $67M in the plan year 2024 filing.
  • New England Teamsters Savings and Investment Plan reported net income fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 222930352 · New England Bakery Drivers and Its Member Local Unions PY 2024 · 401(k)

New England Teamsters Savings and Investment Plan · $67M · 5,502 · 87th

  • EBSA $67M
  • PART 5,502
  • TYPE 87th
  • NET 401(k)
  • BOOK near Kipp Bay Area Schools 401(k) Plan
  • VS-ST ind #14484

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 Manufacturing retirement plans → · Plans in New Hampshire →

New England Teamsters Savings and Investment Plan in the asset neighbourhood

Adler Pollock & Sheehan P.C. 401(k) Retirement PlanAdler Pollock & Sheehan P.C.…$67MNorth Central Heart Institute 401(k) Profit Sharing PlanNorth Central Heart Institut…$67MSid Peterson Memorial Hospital 401(k) Savings and Profit Sharing PlanSid Peterson Memorial Hospit…$67MNew England Teamsters Savings and Investment PlanNew England Teamsters Saving…$67MKipp Bay Area Schools 401(k) PlanKipp Bay Area Schools 401(k)…$67M
End-of-year total assets ($M) among New England Teamsters Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Hampshire filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$67M
Net Income$12M
Employer EIN222930352
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New England Bakery Drivers and Its Member Local Unions)

Sponsor-wide plan assets over time

All New England Bakery Drivers and Its Member Local Unions plans reported in each filing year

Latest sponsor-wide plan assets
$67M 57.465945022039286% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $42.7M $67.3M ▲ +57.5%
Year Plans Participants Total Assets
2022 1 3,370 $43M
2023 1 4,405 $55M
2024 1 5,502 $67M

Nearby 401(k) Plans in New Hampshire

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

New England Teamsters Savings and Investment Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. 050001000015000 0200400600800 Total assets ($M) Participants New England Teamsters Savings and Investment Plan, Total assets ($M): 67.267433 · Participants: 5502New England Teamsters Savings and Investment PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 670.52032 · Participants: 11041C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 486.920985 · Participants: 961Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 481.365142 · Participants: 1909Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 438.844096 · Participants: 2733Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 400.152906 · Participants: 2821Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
New England Teamsters Savings and Investment Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants

Scale composition for New England Teamsters Savings and Investment Plan

New England Teamsters Savings and Investment Plan reports $67M in end-of-year assets across 5,502 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $12,226 per participant (9% of the national average assets-per-participant) . Net income for plan year 2024 was $12M.

This plan identity (EIN 222930352, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $43M to $67M (+57.5%) while covered participants moved from 3,370 to 5,502 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 3,370 $43M Open filing
2023 4,405 $55M Open filing
2024 · index core 5,502 $67M This page

New England Teamsters Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Kipp Bay Area Schools 401(k) Plan in CA ($67M); by covered participants it is Rural King 401(k) Plan in IL (5,504 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,502 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 New England Teamsters Savings and Investment Plan assets move in 2024?
New England Teamsters Savings and Investment Plan grew sharply - up 21.5% during 2024, from $55M to $67M. Reported net income was $12M.
How have New England Bakery Drivers and Its Member Local Unions plan assets changed over time?
Across 3 plan years on file (2022-2024), New England Bakery Drivers and Its Member Local Unions's sponsor-wide assets grew 57.5%, from $43M to $67M.
Where does New England Teamsters Savings and Investment Plan rank by assets among Form 5500 filers?
New England Teamsters Savings and Investment Plan ranks in the 87th 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 401(k) plans are similar in size to New England Teamsters Savings and Investment Plan?
Among 401(k) plans in other states, the closest by assets is Kipp Bay Area Schools 401(k) Plan in CA ($67M, 807 participants).
Which 401(k) plans cover a similar participant headcount to New England Teamsters Savings and Investment Plan?
Among 401(k) plans in other states, the closest by covered participants is Rural King 401(k) Plan in IL (5,504 participants, $60M in assets).