Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees of the Upstate New York Bakery Drivers and Industry Pension F Pension Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size: 567
Participants Below avg headcount: 91st
Percentile by assets National rank: $185,057
Avg per participant Above avg balance/head

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Official DOL plan name: Upstate New York Bakery Drivers and Industry Pension Fund · Sponsored by Trustees of the Upstate New York Bakery Drivers and Industry Pension F · New York · Manufacturing

$105M in assets, 567 participants

Trustees of the Upstate New York Bakery Drivers and Industry Pension F's Upstate New York Bakery Drivers and Industry Pension Fund reported $105M in total assets and 567 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

#15,344 in Manufacturing (17,777 peers)

Where Upstate New York Bakery Drivers and Industry Pension Fund sits by assets

Upstate New York Bakery Drivers and Industry Pension Fund sits in the top 10% of all filed plans by assets, $105M for 567 participants (~$185,057/participant), up 2.5% in 2024.

#15,344
in Manufacturing (17,777 peers): +2.5%
assets growth YoY: 1.1×
vs typical plan assets (national mean)

Upstate New York Bakery Drivers and Industry Pension Fund's outsized position by total assets

Upstate New York Bakery Drivers and Industry Pension Fund vs every filed plan by assets

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

$104,927,524 Top 9% higher than 91% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Upstate New York Bakery Drivers and Industry 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. Upstate New York Bakery Drivers and Industry Pension Fund sits mid-pack in the medium band (567 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Upstate New York Bakery Drivers and Industry Pension Fund reported net income rose from $624K in the plan year 2023 filing to $3M in the plan year 2024 filing.
Upstate New York Bakery Drivers and Industry Pension Fund end-of-year assets rose from $102M in the plan year 2023 filing to $105M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 150612437 · Trustees of the Upstate New York Bakery Drivers and Industry Pension F PY 2024 · Defined Benefit (Pension)

Upstate New York Bakery Drivers and Industry Pension Fund · $105M · 567 · 91st

EBSA $105M
EBSA 567
EBSA 91st
EBSA Defined Benefit (Pension)
EBSA near Milk Drivers and Dairy Employees Local 246 Pension Fund
EBSA ind #15344

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 York →

End-of-year total assets ($M) among Upstate New York Bakery Drivers and Industry Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$102M
Net Assets (End of Year)	$105M
Net Income	$3M
Employer EIN	150612437
Plan Effective Date	1957-12-10
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustees of the Upstate New York Bakery Drivers and Industry Pension F)

Latest sponsor-wide plan assets: $105M 3.1310086434926063% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	543	$102M
2023	1	563	$102M
2024	1	567	$105M

Nearby Defined Benefit (Pension) Plans in New York

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

Upstate New York Bakery Drivers and Industry Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $17.9B · 48,014
1199seiu Health Care Employees Pension Fund $16.9B · 111,833
Consolidated Edison Retirement Plan $15.6B · 10,608
Pfizer Consolidated Pension Plan $10.0B · 8,876
GE Energy Pension Plan $8.9B · 5,829

Compare Upstate New York Bakery Drivers and Industry Pension Fund side-by-side with 3 peers →

Upstate New York Bakery Drivers and Industry 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 Milk Drivers and Dairy Employees Local 246 Pension Fund in MD ($105M); by covered participants it is Latham & Watkins Cash Balance Plan in CA (567 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($105M here).

Milk Drivers and Dairy Employees Local 246 Pension Fund (MD) $105M · 158
Plumbers and Steamfitters Local 102 Pension Plan (TN) $105M · 389
Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust (ID) $105M · 1,616
Precoat Pension Plan (TX) $105M · 141

Similar participant headcount

Nearest other-state filings by covered participants (567 participants); asset peers above are excluded.

Latham & Watkins Cash Balance Plan (CA) 567 · 0 off
Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust (NC) 567 · 0 off
Billerud Americas Corporation Employee Pension Plan (OH) 568 · 1 off
Schaeffler Group USA Inc. Pension Plan (SC) 568 · 1 off

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 Upstate New York Bakery Drivers and Industry Pension Fund assets move in 2024? ▼

Upstate New York Bakery Drivers and Industry Pension Fund edged up modestly - up 2.5% during 2024, from $102M to $105M. Reported net income was $3M.

How have Trustees of the Upstate New York Bakery Drivers and Industry Pension F plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of the Upstate New York Bakery Drivers and Industry Pension F's sponsor-wide assets grew 3.1%, from $102M to $105M.

Where does Upstate New York Bakery Drivers and Industry Pension Fund rank by assets among Form 5500 filers? ▼

Upstate New York Bakery Drivers and Industry Pension Fund ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Upstate New York Bakery Drivers and Industry Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Milk Drivers and Dairy Employees Local 246 Pension Fund in MD ($105M, 158 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Upstate New York Bakery Drivers and Industry Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Latham & Watkins Cash Balance Plan in CA (567 participants, $451M 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 150612437.