401(k) · DOL Form 5500 · 2022
Niagara Bottling, LLC 401(k) Plan
Data updated 2026-08-25
- $141M
- Total assets Near avg plan size
- 5,781
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $24,446
- Avg per participant Low balance/head
Official DOL plan name: Niagara Water Retirement Plan · Sponsored by Niagara Bottling, LLC · California · Manufacturing
$141M in assets, 5,781 participants
Niagara Bottling, LLC's Niagara Water Retirement Plan reported $141M in total assets and 5,781 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #18,803 in Manufacturing (20,602 peers)
Coverage in California
Niagara Water Retirement Plan covers 5,781 participants in California, 9.2x the typical California plan (state average ~630 per filing). Assets: $141M.
- #18,803
- in Manufacturing (20,602 peers)
- -3.7%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Niagara Water Retirement Plan's outsized position by total assets
Niagara Water Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$141,320,323 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Niagara Water Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Niagara Water Retirement Plan lands in the large band (5,781 participants).
Form 5500 schedule snapshot
Filing strip 330843510 · Niagara Bottling, LLC PY 2022 · 401(k)
Niagara Water Retirement Plan · $141M · 5,781 · 94th
- EOY $141M
- 5500 5,781
- ASSETS 94th
- PCT 401(k)
- EIN near Merrick & Company 401(k) and ESOP
- RANK ind #18803
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 California →
Niagara Water Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $147M |
|---|---|
| Net Assets (End of Year) | $141M |
| Net Income | -$5M |
| Employer EIN | 330843510 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Niagara Bottling, LLC)
Sponsor-wide plan assets over time
All Niagara Bottling, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $272M 92.65305670154746% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,781 | $141M |
| 2023 | 1 | 6,772 | $208M |
| 2024 | 1 | 6,701 | $272M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Scale composition for Niagara Water Retirement Plan
Niagara Water Retirement Plan reports $141M in end-of-year assets across 5,781 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 $24,446 per participant (18% of the national average assets-per-participant) . Net income for plan year 2022 was -$5M.
This plan identity (EIN 330843510, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $141M to $272M (+92.7%) while covered participants moved from 5,781 to 6,701 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,781 | $141M | This page |
| 2023 | 6,772 | $208M | Open filing |
| 2024 · index core | 6,701 | $272M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Niagara Water Retirement Plan (401(k), $272M, 6,701 participants)
Niagara Water Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Merrick & Company 401(k) and ESOP in CO ($141M); by covered participants it is Aflac Incorporated 401(k) Savings and Profit Sharing Plan in GA (5,780 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($141M here).
- Merrick & Company 401(k) and ESOP (CO) $141M · 710
- Empower Ai 401(k) Profit Sharing Plan (VA) $141M · 979
- 401(k) Plan for Sotera Health (OH) $141M · 1,699
- G-III Apparel Group, Ltd. 401(k) Plan (NY) $141M · 1,761
Similar participant headcount
Nearest other-state filings by covered participants (5,781 participants); asset peers above are excluded.
- Aflac Incorporated 401(k) Savings and Profit Sharing Plan (GA) 5,780 · 1 off
- Prestige Employee Administrators Retirement Savings Plan (NY) 5,779 · 2 off
- Hallcon Retirement Savings Plan (KS) 5,778 · 3 off
- Ben E. Keith Company Retirement Savings Plan (TX) 5,778 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.