401(k) · DOL Form 5500 · 2022

Wp Beverages, LLC 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
532
Participants Below avg headcount
89th
Percentile by assets National rank
$102,787
Avg per participant Below avg balance/head
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Official DOL plan name: Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Wp Beverages, LLC · Wisconsin · Manufacturing

$55M in assets, 532 participants

Wp Beverages, LLC's Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust reported $55M in total assets and 532 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #17,163 in Manufacturing (20,602 peers)

Where Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust sits by assets

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $55M for 532 participants (~$102,787/participant), down 14.5% in 2022.

#17,163
in Manufacturing (20,602 peers)
-14.5%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$54,682,418 Top 11% higher than 89% 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

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust 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. Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (532 participants).

DOL schedule card

Filing strip 200570102 · Wp Beverages, LLC PY 2022 · 401(k)

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust · $55M · 532 · 89th

  • SCH $55M
  • EBSA 532
  • PART 89th
  • TYPE 401(k)
  • NET near Adler Pollock & Sheehan P.C. 401(k) Retirement Plan
  • BOOK ind #17163

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 Manufacturing retirement plans → · Plans in Wisconsin →

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Universal Electronics, Inc. 401(k) Profit Sharing PlanUniversal Electronics, Inc. …$55MWp Beverages, LLC 401(k) Profit Sharing Plan and TrustWp Beverages, LLC 401(k) Pro…$55MAdler Pollock & Sheehan P.C. 401(k) Retirement PlanAdler Pollock & Sheehan P.C.…$55MOrthopedicsny, LLP 401(k) Profit Sharing PlanOrthopedicsny, LLP 401(k) Pr…$55MGolden Entertainment, Inc. 401(k) Savings PlanGolden Entertainment, Inc. 4…$55M
End-of-year total assets ($M) among Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$55M
Net Income-$9M
Employer EIN200570102
Plan Effective Date1968-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wp Beverages, LLC)

Sponsor-wide plan assets over time

All Wp Beverages, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$74M 35.69616288731051% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $54.7M $74.2M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 532 $55M
2023 1 651 $64M
2024 1 696 $74M

Nearby 401(k) Plans in Wisconsin

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

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.054682418 · Participants: 532Wp Beverages, LLC 401(k) Profit Sharing Plan and TrustJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Adler Pollock & Sheehan P.C. 401(k) Retirement Plan in RI ($55M); by covered participants it is Phoenix Logistics, LLC 401(k) Plan in AZ (532 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (532 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 Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust assets move in 2022?
Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 14.5% during 2022, from $64M to $55M. Reported net income was -$9M.
How have Wp Beverages, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Wp Beverages, LLC's sponsor-wide assets grew 35.7%, from $55M to $74M.
Where does Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers?
Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust ranks in the 89th 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 Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Adler Pollock & Sheehan P.C. 401(k) Retirement Plan in RI ($55M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Phoenix Logistics, LLC 401(k) Plan in AZ (532 participants, $26M in assets).