401(k) · DOL Form 5500 · 2022
Breakthru Beverage Group, LLC 401(k) Plan
Data updated 2026-08-25
- $504M
- Total assets Above avg plan size
- 5,184
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $97,127
- Avg per participant Below avg balance/head
Official DOL plan name: Breakthru Beverage Group 401(k) Plan · Sponsored by Breakthru Beverage Group, LLC · New York · Wholesale Trade
$504M in assets, 5,184 participants
Breakthru Beverage Group, LLC's Breakthru Beverage Group 401(k) Plan reported $504M in total assets and 5,184 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #6,757 in Wholesale Trade (6,843 peers)
Coverage in New York
Breakthru Beverage Group 401(k) Plan covers 5,184 participants in New York, 6.5x the typical New York plan (state average ~798 per filing). Assets: $504M.
- #6,757
- in Wholesale Trade (6,843 peers)
- -18.4%
- assets change YoY
- 5.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $113M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Breakthru Beverage Group 401(k) Plan's outsized position by total assets
Breakthru Beverage Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$503,508,906 Top 2% higher than 98% 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
Breakthru Beverage Group 401(k) 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. Breakthru Beverage Group 401(k) Plan lands in the large band (5,184 participants).
Published 5500 schedule card
Filing strip 352545107 · Breakthru Beverage Group, LLC PY 2022 · 401(k)
Breakthru Beverage Group 401(k) Plan · $504M · 5,184 · 98th
- PART $504M
- TYPE 5,184
- NET 98th
- BOOK 401(k)
- VS-ST near Essential Utilities, Inc. 401(k) Plan
- BOY ind #6757
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 Group 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $617M |
|---|---|
| Net Assets (End of Year) | $504M |
| Net Income | -$113M |
| Employer EIN | 352545107 |
| Plan Effective Date | 1988-11-10 |
| Filing Status | FILING 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
| 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.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Scale composition for Breakthru Beverage Group 401(k) Plan
Breakthru Beverage Group 401(k) Plan reports $504M in end-of-year assets across 5,184 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $97,127 per participant (70% of the national average assets-per-participant) . Net income for plan year 2022 was -$113M.
This plan identity (EIN 352545107, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $504M to $769M (+52.7%) while covered participants moved from 5,184 to 6,257 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,184 | $504M | This page |
| 2023 | 5,549 | $609M | Open filing |
| 2024 · index core | 6,257 | $769M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Breakthru Beverage Group 40 L(K) Plan (401(k), $769M, 6,257 participants)
Breakthru Beverage Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Essential Utilities, Inc. 401(k) Plan in PA ($503M); by covered participants it is Mutual of Omaha 401(k) Retirement Savings Plan in NE (5,183 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($504M here).
- Essential Utilities, Inc. 401(k) Plan (PA) $503M · 1,623
- Protective Life Corporation 401(k) Plan (AL) $504M · 3,577
- Stagwell Marketing Group 401(k) Plan (DC) $503M · 1,833
- Ingram 401(k) Plan (TN) $503M · 6,311
Similar participant headcount
Nearest other-state filings by covered participants (5,184 participants); asset peers above are excluded.
- Mutual of Omaha 401(k) Retirement Savings Plan (NE) 5,183 · 1 off
- Univar Solutions 401(k) Plan (IL) 5,182 · 2 off
- Adtalem Global Education Retirement Plan (IL) 5,181 · 3 off
- Wintrust Financial Corp. Retirement Savings Plan (IL) 5,188 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.