401(k) · DOL Form 5500 · 2023

Brescome Barton, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
122
Participants Small participant base
74th
Percentile by assets National rank
$175,271
Avg per participant Above avg balance/head
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Official DOL plan name: Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union · Sponsored by Brescome Barton, Inc. · Connecticut · Wholesale Trade

$21M in assets, 122 participants

Brescome Barton, Inc.'s Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union reported $21M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,483 in Wholesale Trade (6,309 peers)

Coverage in Connecticut

Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union covers 122 participants in Connecticut, about 17% of the average Connecticut filer (state average ~718 per filing). Assets: $21M.

#4,483
in Wholesale Trade (6,309 peers)
+21.7%
assets growth YoY

Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union's outsized position by total assets

Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$21,383,108 Top 26% higher than 74% of 127,068 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 2023

Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union reported participants rose from 119 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060676916 · Brescome Barton, Inc. PY 2023 · 401(k)

Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union · $21M · 122 · 74th

  • TYPE $21M
  • NET 122
  • BOOK 74th
  • VS-ST 401(k)
  • BOY near Windemuller Electric Inc. Retirement Plan
  • SCH ind #4483

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 Wholesale Trade retirement plans → · Plans in Connecticut →

Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union in the asset neighbourhood

Mcmillan Electric Company Salary Savings PlanMcmillan Electric Company Sa…$21MBrescome Barton, Inc. Retirement and Savings Plan for Liquor Sales UnionBrescome Barton, Inc. Retire…$21MWindemuller Electric Inc. Retirement PlanWindemuller Electric Inc. Re…$21MBryan Research & Engineering, LLC 401 (K) PlanBryan Research & Engineering…$21MPrestolite Retirement Savings PlanPrestolite Retirement Saving…$21M
End-of-year total assets ($M) among Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN060676916
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brescome Barton, Inc.)

Sponsor-wide plan assets over time

All Brescome Barton, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 26.93989189073379% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $22.8M $28.9M ▲ +26.9%
Year Plans Participants Total Assets
2022 2 147 $23M
2023 2 148 $26M
2024 2 149 $29M

Nearby 401(k) Plans in Connecticut

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

Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union, Total assets ($B): 0.021383108 · Participants: 122Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales UnionRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union side-by-side with 3 peers →

Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Windemuller Electric Inc. Retirement Plan in MI ($21M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union assets move in 2023? ▼
Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union grew sharply - up 21.7% during 2023, from $18M to $21M. Reported net income was $4M.
How have Brescome Barton, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brescome Barton, Inc.'s sponsor-wide assets grew 26.9%, from $23M to $29M.
Which 401(k) plans are similar in size to Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union? ▼
Among 401(k) plans in other states, the closest by assets is Windemuller Electric Inc. Retirement Plan in MI ($21M, 225 participants).
Which 401(k) plans cover a similar participant headcount to Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union? ▼
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060676916.

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.