401(k) · DOL Form 5500 · 2022

Scotch & Soda, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
359
Participants Below avg headcount
33rd
Percentile by assets National rank
$5,392
Avg per participant Low balance/head
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Official DOL plan name: Scotch & Soda, LLC 401(k) Plan · Sponsored by Scotch & Soda, LLC · New York · Retail Trade

$2M in assets, 359 participants

Scotch & Soda, LLC's Scotch & Soda, LLC 401(k) Plan reported $2M in total assets and 359 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #4,070 in Retail Trade (9,519 peers)

Coverage in New York

Scotch & Soda, LLC 401(k) Plan covers 359 participants in New York, about 45% of the average New York filer (state average ~798 per filing). Assets: $2M.

#4,070
in Retail Trade (9,519 peers)
-11.5%
assets change YoY

The plan reported a net loss of $251K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Scotch & Soda, LLC 401(k) Plan among the smaller filed plans by assets

Scotch & Soda, LLC 401(k) Plan vs every filed plan by assets

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

$1,935,717 33rd percentile higher than 33% 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

Scotch & Soda, LLC 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. Scotch & Soda, LLC 401(k) Plan sits mid-pack in the medium band (359 participants).

EBSA filing schedule strip

Filing strip 980582055 · Scotch & Soda, LLC PY 2022 · 401(k)

Scotch & Soda, LLC 401(k) Plan · $2M · 359 · 33rd

  • EBSA $2M
  • PART 359
  • TYPE 33rd
  • NET 401(k)
  • BOOK near Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl
  • VS-ST ind #4070

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 Retail Trade retirement plans → · Plans in New York →

Scotch & Soda, LLC 401(k) Plan in the asset neighbourhood

Scotch & Soda, LLC 401(k) PlanScotch & Soda, LLC 401(k) Pl…$2MPonca City Orthopaedic Spts Med Emp. Prof. Sh. PlPonca City Orthopaedic Spts …$2MBlew & Associates, P.a. 401(k) PlanBlew & Associates, P.a. 401(…$2MAmerican Apparel, Inc. 401(k) Retirement PlanAmerican Apparel, Inc. 401(k…$2MRocky Mount Eye PA 401(k) Profit Sharing Plan & TrustRocky Mount Eye PA 401(k) Pr…$2M
End-of-year total assets ($M) among Scotch & Soda, LLC 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)$2M
Net Assets (End of Year)$2M
Net Income-$251K
Employer EIN980582055
Plan Effective Date2015-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Scotch & Soda, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Scotch & Soda, LLC 401(k) Plan, Total assets ($B): 0.001935717 · Participants: 359Scotch & Soda, LLC 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
Scotch & Soda, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Scotch & Soda, LLC 401(k) Plan side-by-side with 3 peers →

Scotch & Soda, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl in OK ($2M); by covered participants it is Atlantic Diving Supply 401(k) Profit Sharing Plan & Trust in VA (359 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (359 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 Scotch & Soda, LLC 401(k) Plan assets move in 2022? ▼
Scotch & Soda, LLC 401(k) Plan pulled back noticeably - down 11.5% during 2022, from $2M to $2M. Reported net income was -$251K.
Which 401(k) plans are similar in size to Scotch & Soda, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl in OK ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Scotch & Soda, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlantic Diving Supply 401(k) Profit Sharing Plan & Trust in VA (359 participants, $36M 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 980582055.

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.