401(k) · DOL Form 5500 · 2022
Niagara Bottling, LLC 401(k) Plan
Data updated 2026-08-11
- $141M
- Total assets
- 5,781
- Participants
- 94th
- Percentile by assets
- $24,446
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $141M
- total plan assets (2022 EOY)
- 5,781
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $24,446
- avg assets per participant
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.
Where Niagara Water Retirement Plan sits 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
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Niagara Water Retirement Plan reports 5,781 participants - 9.2x that state average ($141M EOY assets).
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)
| 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.
Niagara Water Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Niagara Water Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Niagara Water Retirement Plan assets move in 2022? ▼
How have Niagara Bottling, LLC plan assets changed over time? ▼
Where does Niagara Water Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Niagara Water Retirement Plan? ▼
Next read for Niagara Water Retirement Plan
Filing takeaways
Ways to act on Niagara Water Retirement Plan's numbers.
- By total assets, Niagara Water Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Niagara Bottling, LLC's sponsor-wide assets have grown 92.7% since 2022 across 3 plan years on file. More Manufacturing plans