401(k) · DOL Form 5500 · 2022

Brescome Barton, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
119
Participants Small participant base
75th
Percentile by assets National rank
$147,650
Avg per participant Above avg balance/head
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Official DOL plan name: Brescome Barton, Inc. Retirement & Savings Plan for Liquor Sales Union Local 2-D · Sponsored by Brescome Barton, Inc. · Connecticut · Wholesale Trade

$18M in assets, 119 participants

Brescome Barton, Inc.'s Brescome Barton, Inc. Retirement & Savings Plan for Liquor Sales Union Local 2-D reported $18M in total assets and 119 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,930 in Wholesale Trade (6,843 peers)

Coverage in Connecticut

Brescome Barton, Inc. Retirement & Savings Plan for Liquor Sales Union Local 2-D covers 119 participants in Connecticut, about 17% of the average Connecticut filer (state average ~718 per filing). Assets: $18M.

#4,930
in Wholesale Trade (6,843 peers)
-17.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Brescome Barton, Inc. Retirement & Savings Plan for Liquor Sales Union Local 2-D's outsized position by total assets

Brescome Barton, Inc. Retirement & Savings Plan for Liquor Sales Union Local 2-D vs every filed plan by assets

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

$17,570,351 Top 25% higher than 75% 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

Brescome Barton, Inc. Retirement & Savings Plan for Liquor Sales Union Local 2-D 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. Brescome Barton, Inc. Retirement & Savings Plan for Liquor Sales Union Local 2-D sits mid-pack in the medium band (119 participants).

DOL schedule card

Filing strip 060676916 · Brescome Barton, Inc. PY 2022 · 401(k)

Brescome Barton, Inc. Retirement & Savings Plan for Liquor Sales Union Local 2-D · $18M · 119 · 75th

  • EBSA $18M
  • EBSA 119
  • EBSA 75th
  • EBSA 401(k)
  • EBSA near Daramic, LLC Hourly Employees' Enhanced Retirement Savings Plan
  • EBSA ind #4930

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 Connecticut →

Brescome Barton, Inc. Retirement & Savings Plan for Liquor Sales Union Local 2-D in the asset neighbourhood

Brescome Barton, Inc. Retirement & Savings Plan for Liquor Sales Union Local 2-DBrescome Barton, Inc. Retire…$18MDaramic, LLC Hourly Employees' Enhanced Retirement Savings PlanDaramic, LLC Hourly Employee…$18MField Aerospace Retirement Savings PlanField Aerospace Retirement S…$18MSouthwark Metal Manufacturing Co. 401(k) Retirement PlanSouthwark Metal Manufacturin…$18MHmtd & Affiliates 401(k) Retirement PlanHmtd & Affiliates 401(k) Ret…$18M
End-of-year total assets ($M) among Brescome Barton, Inc. Retirement & Savings Plan for Liquor Sales Union Local 2-D and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$3M
Employer EIN060676916
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brescome Barton, Inc.)

Sponsor-wide plan assets over time

All Brescome Barton, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 26.93989189073379% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $22.8M $28.9M ▲ +26.9%
Year Plans Participants Total Assets
2022 2 147 $23M
2023 2 148 $26M
2024 2 149 $29M

Nearby 401(k) Plans in Connecticut

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

Brescome Barton, Inc. Retirement & Savings Plan for Liquor Sales Union Local 2-D vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Brescome Barton, Inc. Retirement & Savings Plan for Liquor Sales Union Local 2-D, Total assets ($B): 0.017570351 · Participants: 119Brescome Barton, Inc. Retirement & Savings Plan for Liquor Sales Union Local 2-DUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Brescome Barton, Inc. Retirement & Savings Plan for Liquor Sales Union Local 2-D vs. nearby 401(k) plans in Connecticut, assets vs. participants

Brescome Barton, Inc. Retirement & Savings Plan for Liquor Sales Union Local 2-D's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Daramic, LLC Hourly Employees' Enhanced Retirement Savings Plan in NC ($18M); by covered participants it is Apreva Hospice 401(k) Plan in CA (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Brescome Barton, Inc. Retirement & Savings Plan for Liquor Sales Union Local 2-D assets move in 2022?
Brescome Barton, Inc. Retirement & Savings Plan for Liquor Sales Union Local 2-D declined sharply - down 17.2% during 2022, from $21M to $18M. Reported net income was -$3M.
How have Brescome Barton, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Brescome Barton, Inc.'s sponsor-wide assets grew 26.9%, from $23M to $29M.
Where does Brescome Barton, Inc. Retirement & Savings Plan for Liquor Sales Union Local 2-D rank by assets among Form 5500 filers?
Brescome Barton, Inc. Retirement & Savings Plan for Liquor Sales Union Local 2-D ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Brescome Barton, Inc. Retirement & Savings Plan for Liquor Sales Union Local 2-D?
Among 401(k) plans in other states, the closest by assets is Daramic, LLC Hourly Employees' Enhanced Retirement Savings Plan in NC ($18M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Brescome Barton, Inc. Retirement & Savings Plan for Liquor Sales Union Local 2-D?
Among 401(k) plans in other states, the closest by covered participants is Apreva Hospice 401(k) Plan in CA (119 participants, N/A in assets).