Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees Soft Drink and Brewery Workers Pension Plan

Data updated 2026-08-25

$879M
Total assets Above avg plan size
2,237
Participants Above avg headcount
99th
Percentile by assets National rank
$392,802
Avg per participant High balance/head
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Official DOL plan name: Soft Drink and Brewery Workers Union Local 812 Retirement Fund · Sponsored by Board of Trustees Soft Drink and Brewery Workers · New York · Manufacturing

$879M in assets, 2,237 participants

Board of Trustees Soft Drink and Brewery Workers's Soft Drink and Brewery Workers Union Local 812 Retirement Fund reported $879M in total assets and 2,237 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #20,146 in Manufacturing (20,602 peers)

Coverage in New York

Soft Drink and Brewery Workers Union Local 812 Retirement Fund covers 2,237 participants in New York, 2.8x the typical New York plan (state average ~798 per filing). Assets: $879M.

#20,146
in Manufacturing (20,602 peers)
+82.9%
assets growth YoY
8.8×
vs typical plan assets (national mean)

Soft Drink and Brewery Workers Union Local 812 Retirement Fund's outsized position by total assets

Soft Drink and Brewery Workers Union Local 812 Retirement Fund vs every filed plan by assets

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

$878,699,050 Top 1% higher than 99% 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

Soft Drink and Brewery Workers Union Local 812 Retirement Fund's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Soft Drink and Brewery Workers Union Local 812 Retirement Fund lands in the large band (2,237 participants).

Published 5500 schedule card

Filing strip 135660090 · Board of Trustees Soft Drink and Brewery Workers PY 2022 · Defined Benefit (Pension)

Soft Drink and Brewery Workers Union Local 812 Retirement Fund · $879M · 2,237 · 99th

  • EOY $879M
  • 5500 2,237
  • ASSETS 99th
  • PCT Defined Benefit (Pension)
  • EIN near Williams Pension Plan
  • RANK ind #20146

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 New York →

Soft Drink and Brewery Workers Union Local 812 Retirement Fund in the asset neighbourhood

Hormel Foods Corporation Pension PlanHormel Foods Corporation Pen…$880MWilliams Pension Plan$879MSoft Drink and Brewery Workers Union Local 812 Retirement FundSoft Drink and Brewery Worke…$879MGciu - Employer Retirement Benefit PlanGciu - Employer Retirement B…$878MElectrical Workers Local No. 26 Pension FundElectrical Workers Local No.…$877M
End-of-year total assets ($M) among Soft Drink and Brewery Workers Union Local 812 Retirement Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$480M
Net Assets (End of Year)$878M
Net Income$470M
Employer EIN135660090
Plan Effective Date1957-08-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Soft Drink and Brewery Workers)

Sponsor-wide plan assets over time

All Board of Trustees Soft Drink and Brewery Workers plans reported in each filing year

Latest sponsor-wide plan assets
$974M 10.82655204873614% vs 2022
2024 filing year
$850M$900M$950M$1,000M 202220232024 $879M $974M ▲ +10.8%
Year Plans Participants Total Assets
2022 1 2,237 $879M
2023 1 1,948 $934M
2024 1 2,113 $974M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Soft Drink and Brewery Workers Union Local 812 Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -100102030 Total assets ($B) Participants Soft Drink and Brewery Workers Union Local 812 Retirement Fund, Total assets ($B): 0.87869905 · Participants: 2237Soft Drink and Brewery Workers Union Local 812 Retirement FundIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Soft Drink and Brewery Workers Union Local 812 Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Soft Drink and Brewery Workers Union Local 812 Retirement Fund side-by-side with 3 peers →

Soft Drink and Brewery Workers Union Local 812 Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Williams Pension Plan in OK ($879M); by covered participants it is Pension Fund United Scenic Artists Local 829 in NJ (2,229 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($879M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,237 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 Soft Drink and Brewery Workers Union Local 812 Retirement Fund assets move in 2022? ▼
Soft Drink and Brewery Workers Union Local 812 Retirement Fund surged - up 82.9% during 2022, from $480M to $879M. Reported net income was $470M.
How have Board of Trustees Soft Drink and Brewery Workers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Soft Drink and Brewery Workers's sponsor-wide assets grew 10.8%, from $879M to $974M.
Where does Soft Drink and Brewery Workers Union Local 812 Retirement Fund rank by assets among Form 5500 filers? ▼
Soft Drink and Brewery Workers Union Local 812 Retirement Fund ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Soft Drink and Brewery Workers Union Local 812 Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Williams Pension Plan in OK ($879M, 3,868 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Soft Drink and Brewery Workers Union Local 812 Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Fund United Scenic Artists Local 829 in NJ (2,229 participants, $441M 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 135660090.

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.