401(k) · DOL Form 5500 · 2023
Breakthru Beverage Group, LLC 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 176
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $116,237
- Avg per participant Below avg balance/head
Official DOL plan name: Breakthru Beverage Minnesota Beer, LLC Local 792 401(k) Profit Sharing Plan · Sponsored by Breakthru Beverage Group, LLC · New York · Wholesale Trade
$20M in assets, 176 participants
Breakthru Beverage Group, LLC's Breakthru Beverage Minnesota Beer, LLC Local 792 401(k) Profit Sharing Plan reported $20M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #4,416 in Wholesale Trade (6,309 peers)
Coverage in New York
Breakthru Beverage Minnesota Beer, LLC Local 792 401(k) Profit Sharing Plan covers 176 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $20M.
- #4,416
- in Wholesale Trade (6,309 peers)
- +17.1%
- assets growth YoY
Breakthru Beverage Minnesota Beer, LLC Local 792 401(k) Profit Sharing Plan's outsized position by total assets
Breakthru Beverage Minnesota Beer, LLC Local 792 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,457,694 Top 27% higher than 73% 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
Breakthru Beverage Minnesota Beer, LLC Local 792 401(k) Profit Sharing Plan 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. Breakthru Beverage Minnesota Beer, LLC Local 792 401(k) Profit Sharing Plan sits mid-pack in the medium band (176 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Breakthru Beverage Minnesota Beer, LLC Local 792 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Breakthru Beverage Minnesota Beer, LLC Local 792 401(k) Profit Sharing Plan reported participants rose from 123 in the plan year 2022 filing to 176 in the plan year 2023 filing.
- Breakthru Beverage Minnesota Beer, LLC Local 792 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
DOL schedule card
Filing strip 352545107 · Breakthru Beverage Group, LLC PY 2023 · 401(k)
Breakthru Beverage Minnesota Beer, LLC Local 792 401(k) Profit Sharing Plan · $20M · 176 · 73rd
- SCH $20M
- SCH 176
- SCH 73rd
- SCH 401(k)
- SCH near Industrial Sales & Manufacturing, Inc. Profit Sharing Plan
- SCH ind #4416
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 New York →
Breakthru Beverage Minnesota Beer, LLC Local 792 401(k) Profit Sharing Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 352545107 |
| Plan Effective Date | 2010-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Breakthru Beverage Group, LLC)
Sponsor-wide plan assets over time
All Breakthru Beverage Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $814M 51.62980080168881% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 5,658 | $537M |
| 2023 | 4 | 6,128 | $648M |
| 2024 | 4 | 6,875 | $814M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Breakthru Beverage Minnesota Beer, LLC Local 792 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Industrial Sales & Manufacturing, Inc. Profit Sharing Plan in PA ($20M); by covered participants it is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Industrial Sales & Manufacturing, Inc. Profit Sharing Plan (PA) $20M · 137
- Congressional Country Club, Inc. Retirement Savings Plan (MD) $20M · 263
- Onset Computer Corporation 401(k) Retirement Plan (MA) $20M · 174
- United Bancorporation of Alabama, Inc. 401(k) Employee Stock Ownership Plan (AL) $20M · 203
Similar participant headcount
Nearest other-state filings by covered participants (176 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.