401(k) · DOL Form 5500 · 2023
Niagara Bottling, LLC 401(k) Plan
Data updated 2026-08-25
- $208M
- Total assets Near avg plan size
- 6,772
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $30,714
- Avg per participant Low balance/head
Official DOL plan name: Niagara Water Retirement Plan · Sponsored by Niagara Bottling, LLC · California · Manufacturing
$208M in assets, 6,772 participants
Niagara Bottling, LLC's Niagara Water Retirement Plan reported $208M in total assets and 6,772 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #17,227 in Manufacturing (18,722 peers)
Coverage in California
Niagara Water Retirement Plan covers 6,772 participants in California, 11x the typical California plan (state average ~630 per filing). Assets: $208M.
- #17,227
- in Manufacturing (18,722 peers)
- +47.2%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Niagara Water Retirement Plan's outsized position by total assets
Niagara Water Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$207,995,674 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Niagara Water Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Niagara Water Retirement Plan lands in the large band (6,772 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Niagara Water Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $67M in the plan year 2023 filing.
- Niagara Water Retirement Plan end-of-year assets rose from $141M in the plan year 2022 filing to $208M in the plan year 2023 filing.
- Niagara Water Retirement Plan reported participants rose from 5,781 in the plan year 2022 filing to 6,772 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 330843510 · Niagara Bottling, LLC PY 2023 · 401(k)
Niagara Water Retirement Plan · $208M · 6,772 · 95th
- SCH $208M
- EBSA 6,772
- PART 95th
- TYPE 401(k)
- NET near Kajima U.S.a. Inc. 401(k) and Profit Sharing Plan
- BOOK ind #17227
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 California →
Niagara Water Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $141M |
|---|---|
| Net Assets (End of Year) | $208M |
| Net Income | $67M |
| Employer EIN | 330843510 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Niagara Bottling, LLC)
Sponsor-wide plan assets over time
All Niagara Bottling, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $272M 92.65305670154746% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,781 | $141M |
| 2023 | 1 | 6,772 | $208M |
| 2024 | 1 | 6,701 | $272M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Scale composition for Niagara Water Retirement Plan
Niagara Water Retirement Plan reports $208M in end-of-year assets across 6,772 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $30,714 per participant (22% of the national average assets-per-participant) . Net income for plan year 2023 was $67M.
This plan identity (EIN 330843510, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $141M to $272M (+92.7%) while covered participants moved from 5,781 to 6,701 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,781 | $141M | Open filing |
| 2023 | 6,772 | $208M | This page |
| 2024 · index core | 6,701 | $272M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Niagara Water Retirement Plan (401(k), $272M, 6,701 participants)
Niagara Water Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Kajima U.S.a. Inc. 401(k) and Profit Sharing Plan in GA ($208M); by covered participants it is La-Z-Boy Incorporated Retirement Savings Plan in MI (6,775 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($208M here).
Similar participant headcount
Nearest other-state filings by covered participants (6,772 participants); asset peers above are excluded.
- La-Z-Boy Incorporated Retirement Savings Plan (MI) 6,775 · 3 off
- Varsity Brands, LLC 401(k) Profit Sharing Plan (TX) 6,779 · 7 off
- The Marvin Companies Profit Sharing and 401(k) Plan (MN) 6,761 · 11 off
- Paradies Lagardere 401(k) Plan (GA) 6,790 · 18 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.