401(k) · DOL Form 5500 · 2023

Breakthru Beverage Group, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
328
Participants Below avg headcount
70th
Percentile by assets National rank
$52,629
Avg per participant Low balance/head
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Official DOL plan name: Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan · Sponsored by Breakthru Beverage Group, LLC · New York · Wholesale Trade

$17M in assets, 328 participants

Breakthru Beverage Group, LLC's Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan reported $17M in total assets and 328 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,153 in Wholesale Trade (6,309 peers)

Coverage in New York

Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan covers 328 participants in New York, about 41% of the average New York filer (state average ~798 per filing). Assets: $17M.

#4,153
in Wholesale Trade (6,309 peers)
+14.6%
assets growth YoY

Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan's outsized position by total assets

Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,262,422 Top 30% higher than 70% 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

Breakthru Beverage Locals 14, 26, 533, 710 401(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 Locals 14, 26, 533, 710 401(k) Profit Sharing Plan sits mid-pack in the medium band (328 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan reported participants rose from 288 in the plan year 2022 filing to 328 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 352545107 · Breakthru Beverage Group, LLC PY 2023 · 401(k)

Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan · $17M · 328 · 70th

  • PART $17M
  • PART 328
  • PART 70th
  • PART 401(k)
  • PART near Jl Schwieters Construction 401(k) Profit Sharing Plan
  • PART ind #4153

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 Locals 14, 26, 533, 710 401(k) Profit Sharing Plan in the asset neighbourhood

Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing PlanBreakthru Beverage Locals 14…$17MJl Schwieters Construction 401(k) Profit Sharing PlanJl Schwieters Construction 4…$17MThe Merisant US, Inc. Employees' Savings and Retirement PlanThe Merisant US, Inc. Employ…$17MVoss Auto Network 401(k) Retirement PlanVoss Auto Network 401(k) Ret…$17MSouthwest Microwave Employee Savings & Profit Sharing PlanSouthwest Microwave Employee…$17M
End-of-year total assets ($M) among Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN352545107
Plan Effective Date2016-01-01
Filing StatusFILING 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
$500M$600M$700M$800M$900M 202220232024 $537M $814M ▲ +51.6%
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.

Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan, Total assets ($B): 0.017262422 · Participants: 328Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan side-by-side with 3 peers →

Breakthru Beverage Locals 14, 26, 533, 710 401(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 Jl Schwieters Construction 401(k) Profit Sharing Plan in MN ($17M); by covered participants it is Bobcat North America, LLC in FL (328 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (328 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 Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan assets move in 2023? ▼
Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan grew at a solid clip - up 14.6% during 2023, from $15M to $17M. Reported net income was $2M.
How have Breakthru Beverage Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Breakthru Beverage Group, LLC's sponsor-wide assets grew 51.6%, from $537M to $814M.
Which 401(k) plans are similar in size to Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jl Schwieters Construction 401(k) Profit Sharing Plan in MN ($17M, 336 participants).
Which 401(k) plans cover a similar participant headcount to Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (328 participants, $558K 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 352545107.

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.