401(k) · DOL Form 5500 · 2023

Breakthru Beverage Illinois Belleville, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
30th
Percentile by assets National rank
$212,527
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Breakthru Beverage Illinois Belleville, LLC 401(k) Profit Sharing Plan · Sponsored by Breakthru Beverage Illinois Belleville, LLC · Illinois · Wholesale Trade

$2M in assets, 9 participants

Breakthru Beverage Illinois Belleville, LLC's Breakthru Beverage Illinois Belleville, LLC 401(k) Profit Sharing Plan reported $2M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,212 in Wholesale Trade (6,309 peers)

Breakthru Beverage Illinois Belleville, LLC multi-year trail

Breakthru Beverage Illinois Belleville, LLC's plans moved +38.3% in assets from 2022 to 2024; this filing shows Breakthru Beverage Illinois Belleville, LLC 401(k) Profit Sharing Plan at $2M / 9 participants.

#1,212
in Wholesale Trade (6,309 peers)
+19.2%
assets growth YoY

Breakthru Beverage Illinois Belleville, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Breakthru Beverage Illinois Belleville, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,912,745 30th percentile higher than 30% 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 Illinois Belleville, LLC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Breakthru Beverage Illinois Belleville, LLC 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Breakthru Beverage Illinois Belleville, LLC 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $308K in the plan year 2023 filing.
  • Breakthru Beverage Illinois Belleville, LLC 401(k) Profit Sharing Plan reported participants fell from 12 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Breakthru Beverage Illinois Belleville, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 371367202 · Breakthru Beverage Illinois Belleville, LLC PY 2023 · 401(k)

Breakthru Beverage Illinois Belleville, LLC 401(k) Profit Sharing Plan · $2M · 9 · 30th

  • TYPE $2M
  • TYPE 9
  • TYPE 30th
  • TYPE 401(k)
  • TYPE near Extreme Scale Solutions 401(k) Profit Sharing Plan & Trust
  • TYPE ind #1212

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 Illinois →

Breakthru Beverage Illinois Belleville, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Breakthru Beverage Illinois Belleville, LLC 401(k) Profit Sharing PlanBreakthru Beverage Illinois …$2MExtreme Scale Solutions 401(k) Profit Sharing Plan & TrustExtreme Scale Solutions 401(…$2MTransigma Retirement Plan$2MIdaho Skin Surgery Center 401(k) PlanIdaho Skin Surgery Center 40…$2MHumber, Mundie & Mcclary, LLP Retirement PlanHumber, Mundie & Mcclary, LL…$2M
End-of-year total assets ($M) among Breakthru Beverage Illinois Belleville, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Breakthru Beverage Illinois Belleville, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Breakthru Beverage Illinois Belleville, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 38.334067366860005% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.01M $2.78M ▲ +38.3%
Year Plans Participants Total Assets
2022 2 20 $2M
2023 2 23 $2M
2024 2 23 $3M

Breakthru Beverage Illinois Belleville, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$308K
Employer EIN371367202
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Breakthru Beverage Illinois Belleville, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Breakthru Beverage Illinois Belleville, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.001912745 · Participants: 9Breakthru Beverage Illinois Belleville, LLC 401(k) Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Breakthru Beverage Illinois Belleville, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Breakthru Beverage Illinois Belleville, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Extreme Scale Solutions 401(k) Profit Sharing Plan & Trust in DE ($2M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Illinois Belleville, LLC 401(k) Profit Sharing Plan assets move in 2023?
Breakthru Beverage Illinois Belleville, LLC 401(k) Profit Sharing Plan grew sharply - up 19.2% during 2023, from $2M to $2M. Reported net income was $308K.
How have Breakthru Beverage Illinois Belleville, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Breakthru Beverage Illinois Belleville, LLC's sponsor-wide assets grew 38.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Breakthru Beverage Illinois Belleville, LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Extreme Scale Solutions 401(k) Profit Sharing Plan & Trust in DE ($2M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Breakthru Beverage Illinois Belleville, LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K in assets).