Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees Soft Drink and Brewery Workers Pension Plan
Data updated 2026-08-11
- $879M
- Total assets
- 2,237
- Participants
- 99th
- Percentile by assets
- $392,802
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $879M
- total plan assets (2022 EOY)
- 2,237
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $392,802
- avg assets per participant
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Soft Drink and Brewery Workers Union Local 812 Retirement Fund reports 2,237 participants - 2.8x that state average ($879M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $480M |
|---|---|
| Net Assets (End of Year) | $878M |
| Net Income | $470M |
| Employer EIN | 135660090 |
| Plan Effective Date | 1957-08-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Soft Drink and Brewery Workers)
| 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
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Soft Drink and Brewery Workers Union Local 812 Retirement Fund by total assets, not by location.
- Williams Pension Plan (OK) $879M · 3,868
- Gciu - Employer Retirement Benefit Plan (WA) $878M · 1,464
- Hormel Foods Corporation Pension Plan (MN) $880M · 3,772
- Electrical Workers Local No. 26 Pension Fund (MD) $877M · 6,786
Frequently Asked Questions
How did Soft Drink and Brewery Workers Union Local 812 Retirement Fund assets move in 2022? ▼
How have Board of Trustees Soft Drink and Brewery Workers plan assets changed over time? ▼
Where does Soft Drink and Brewery Workers Union Local 812 Retirement Fund rank by assets among Form 5500 filers? ▼
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Next read for Soft Drink and Brewery Workers Union Loc…
Filing takeaways
Ways to act on Soft Drink and Brewery Workers Union Local 812 Retirement Fund's numbers.
- By total assets, Soft Drink and Brewery Workers Union Local 812 Retirement Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Board of Trustees Soft Drink and Brewery Workers's sponsor-wide assets have grown 10.8% since 2022 across 3 plan years on file. More Manufacturing plans