401(k) · DOL Form 5500 · 2022

The Edrington Group USA, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
170
Participants Small participant base
81st
Percentile by assets National rank
$151,467
Avg per participant Above avg balance/head
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Official DOL plan name: Edrington Americas 401(k) Plan · Sponsored by The Edrington Group USA, LLC · New York · Other Services

$26M in assets, 170 participants

The Edrington Group USA, LLC's Edrington Americas 401(k) Plan reported $26M in total assets and 170 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,569 in Other Services (8,398 peers)

Coverage in New York

Edrington Americas 401(k) Plan covers 170 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $26M.

#7,569
in Other Services (8,398 peers)
-8.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Edrington Americas 401(k) Plan's outsized position by total assets

Edrington Americas 401(k) Plan vs every filed plan by assets

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

$25,749,310 Top 19% higher than 81% 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

Edrington Americas 401(k) 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. Edrington Americas 401(k) Plan sits mid-pack in the medium band (170 participants).

EBSA filing schedule strip

Filing strip 680677290 · The Edrington Group USA, LLC PY 2022 · 401(k)

Edrington Americas 401(k) Plan · $26M · 170 · 81st

  • EIN $26M
  • RANK 170
  • PHOTO 81st
  • IND 401(k)
  • EOY near The Mortgage Firm, Inc. 401(k) Plan
  • 5500 ind #7569

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 Other Services retirement plans → · Plans in New York →

Edrington Americas 401(k) Plan in the asset neighbourhood

Edrington Americas 401(k) PlanEdrington Americas 401(k) Pl…$26MThe Mortgage Firm, Inc. 401(k) PlanThe Mortgage Firm, Inc. 401(…$26MMillwood, Inc 401(k) Profit Sharing PlanMillwood, Inc 401(k) Profit …$26MBurnett Oil Co., Inc. and Affiliates 401(k) PlanBurnett Oil Co., Inc. and Af…$26MIma North America, Inc. 401(k) Retirement PlanIma North America, Inc. 401(…$26M
End-of-year total assets ($M) among Edrington Americas 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$26M
Net Income-$2M
Employer EIN680677290
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Edrington Group USA, LLC)

Sponsor-wide plan assets over time

All The Edrington Group USA, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$44M 71.11623961962475% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $25.8M $44.1M ▲ +71.1%
Year Plans Participants Total Assets
2022 1 170 $26M
2023 1 182 $34M
2024 1 242 $44M

Nearby 401(k) Plans in New York

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

Edrington Americas 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Edrington Americas 401(k) Plan, Total assets ($B): 0.02574931 · Participants: 170Edrington Americas 401(k) 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
Edrington Americas 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Edrington Americas 401(k) Plan side-by-side with 3 peers →

Edrington Americas 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Mortgage Firm, Inc. 401(k) Plan in FL ($26M); by covered participants it is Baker Boyer Bancorp 401(k) Profit Sharing Plan & Trust in WA (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Edrington Americas 401(k) Plan assets move in 2022? ▼
Edrington Americas 401(k) Plan pulled back noticeably - down 8.6% during 2022, from $28M to $26M. Reported net income was -$2M.
How have The Edrington Group USA, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Edrington Group USA, LLC's sponsor-wide assets grew 71.1%, from $26M to $44M.
Where does Edrington Americas 401(k) Plan rank by assets among Form 5500 filers? ▼
Edrington Americas 401(k) Plan ranks in the 81st 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 Edrington Americas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Mortgage Firm, Inc. 401(k) Plan in FL ($26M, 658 participants).
Which 401(k) plans cover a similar participant headcount to Edrington Americas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baker Boyer Bancorp 401(k) Profit Sharing Plan & Trust in WA (170 participants, $60M 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 680677290.

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.