401(k) · DOL Form 5500 · 2022
Breakthru Beverage Group, LLC 401(k) Plan
Data updated 2026-08-11
- $504M
- Total assets
- 5,184
- Participants
- 98th
- Percentile by assets
- $97,127
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $504M
- total plan assets (2022 EOY)
- 5,184
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $97,127
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Breakthru Beverage Group 401(k) Plan reports 5,184 participants - 6.5x that state average ($504M EOY assets).
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)
| 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 Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Breakthru Beverage Group 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Breakthru Beverage Group 401(k) Plan assets move in 2022? ▼
How have Breakthru Beverage Group, LLC plan assets changed over time? ▼
Where does Breakthru Beverage Group 401(k) Plan rank by assets among Form 5500 filers? ▼
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Next read for Breakthru Beverage Group 401(k) Plan
Filing takeaways
Ways to act on Breakthru Beverage Group 401(k) Plan's numbers.
- By total assets, Breakthru Beverage Group 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Breakthru Beverage Group, LLC's sponsor-wide assets have grown 51.6% since 2022 across 3 plan years on file. More Wholesale Trade plans