401(k) · DOL Form 5500 · 2022

Breakthru Beverage Group, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
288
Participants Below avg headcount
73rd
Percentile by assets National rank
$52,326
Avg per participant Low balance/head
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Official DOL plan name: Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan · Sponsored by Breakthru Beverage Group, LLC · New York · Wholesale Trade

$15M in assets, 288 participants

Breakthru Beverage Group, LLC's Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan reported $15M in total assets and 288 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,692 in Wholesale Trade (6,843 peers)

Coverage in New York

Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan covers 288 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $15M.

#4,692
in Wholesale Trade (6,843 peers)
-17.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan's outsized position by total assets

Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$15,069,764 Top 27% higher than 73% of 139,123 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 2022

Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan sits mid-pack in the medium band (288 participants).

Published 5500 schedule card

Filing strip 352545107 · Breakthru Beverage Group, LLC PY 2022 · 401(k)

Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan · $15M · 288 · 73rd

  • BOOK $15M
  • VS-ST 288
  • BOY 73rd
  • SCH 401(k)
  • EBSA near Crom Corporation Profit Sharing/ 401(k) Plan for Employees
  • PART ind #4692

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 Wholesale Trade retirement plans → · Plans in New York →

Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan in the asset neighbourhood

Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing PlanBreakthru Beverage Locals 14…$15MCrom Corporation Profit Sharing/ 401(k) Plan for EmployeesCrom Corporation Profit Shar…$15MThe Franklin Institute Retirement Savings PlnThe Franklin Institute Retir…$15MBeacon Manufacturing Group 401(k) and Profit Sharing PlanBeacon Manufacturing Group 4…$15MMedical Review Institute of America 401(k) PlanMedical Review Institute of …$15M
End-of-year total assets ($M) among Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN352545107
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Breakthru Beverage Group, LLC)

Sponsor-wide plan assets over time

All Breakthru Beverage Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$814M 51.62980080168881% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $537M $814M ▲ +51.6%
Year Plans Participants Total Assets
2022 4 5,658 $537M
2023 4 6,128 $648M
2024 4 6,875 $814M

Nearby 401(k) Plans in New York

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

Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan, Total assets ($B): 0.015069764 · Participants: 288Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan side-by-side with 3 peers →

Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Crom Corporation Profit Sharing/ 401(k) Plan for Employees in FL ($15M); by covered participants it is Echelon Property Group LLC 401(k) Plan in CO (288 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (288 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan assets move in 2022? ▼
Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan declined sharply - down 17.1% during 2022, from $18M to $15M. Reported net income was -$3M.
How have Breakthru Beverage Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Breakthru Beverage Group, LLC's sponsor-wide assets grew 51.6%, from $537M to $814M.
Which 401(k) plans are similar in size to Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crom Corporation Profit Sharing/ 401(k) Plan for Employees in FL ($15M, 354 participants).
Which 401(k) plans cover a similar participant headcount to Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Echelon Property Group LLC 401(k) Plan in CO (288 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 352545107.

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.