401(k) · DOL Form 5500 · 2023
Breakthru Beverage Group, LLC 401(k) Plan
Data updated 2026-08-25
- $609M
- Total assets Above avg plan size
- 5,549
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $109,759
- Avg per participant Below avg balance/head
Official DOL plan name: Breakthru Beverage Group 40 L(K) Plan · Sponsored by Breakthru Beverage Group, LLC · New York · Wholesale Trade
$609M in assets, 5,549 participants
Breakthru Beverage Group, LLC's Breakthru Beverage Group 40 L(K) Plan reported $609M in total assets and 5,549 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #6,222 in Wholesale Trade (6,309 peers)
Coverage in New York
Breakthru Beverage Group 40 L(K) Plan covers 5,549 participants in New York, 7.0x the typical New York plan (state average ~798 per filing). Assets: $609M.
- #6,222
- in Wholesale Trade (6,309 peers)
- +21.0%
- assets growth YoY
- 6.1×
- vs typical plan assets (national mean)
Breakthru Beverage Group 40 L(K) Plan's outsized position by total assets
Breakthru Beverage Group 40 L(K) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$609,052,473 Top 2% higher than 98% 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 Group 40 L(K) 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. Breakthru Beverage Group 40 L(K) Plan lands in the large band (5,549 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Breakthru Beverage Group 40 L(K) Plan reported net income rose from -$113M in the plan year 2022 filing to $80M in the plan year 2023 filing.
- Breakthru Beverage Group 40 L(K) Plan end-of-year assets rose from $504M in the plan year 2022 filing to $609M in the plan year 2023 filing.
- Breakthru Beverage Group 40 L(K) Plan reported participants rose from 5,184 in the plan year 2022 filing to 5,549 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 352545107 · Breakthru Beverage Group, LLC PY 2023 · 401(k)
Breakthru Beverage Group 40 L(K) Plan · $609M · 5,549 · 98th
- TYPE $609M
- NET 5,549
- BOOK 98th
- VS-ST 401(k)
- BOY near Avnet 401(k) Plan
- SCH ind #6222
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 Group 40 L(K) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $504M |
|---|---|
| Net Assets (End of Year) | $609M |
| Net Income | $80M |
| Employer EIN | 352545107 |
| Plan Effective Date | 1988-11-10 |
| 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
Scale composition for Breakthru Beverage Group 40 L(K) Plan
Breakthru Beverage Group 40 L(K) Plan reports $609M in end-of-year assets across 5,549 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $109,759 per participant (79% of the national average assets-per-participant) . Net income for plan year 2023 was $80M.
This plan identity (EIN 352545107, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $504M to $769M (+52.7%) while covered participants moved from 5,184 to 6,257 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,184 | $504M | Open filing |
| 2023 | 5,549 | $609M | This page |
| 2024 · index core | 6,257 | $769M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Breakthru Beverage Group 40 L(K) Plan (401(k), $769M, 6,257 participants)
Breakthru Beverage Group 40 L(K) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Avnet 401(k) Plan in AZ ($609M); by covered participants it is Veralto Corporation & Subsidiaries Savings Plan in MA (5,551 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($609M here).
- Avnet 401(k) Plan (AZ) $609M · 2,972
- Penn Entertainment, Inc. 401(k) Plan (PA) $609M · 19,904
- Ellucian Retirement Plan (VA) $609M · 2,339
- Federated Hermes, Inc. Employees Profit Sharing / 401(k) Plan (PA) $608M · 1,412
Similar participant headcount
Nearest other-state filings by covered participants (5,549 participants); asset peers above are excluded.
- Veralto Corporation & Subsidiaries Savings Plan (MA) 5,551 · 2 off
- Dealer Tire LLC 401(k) Savings Plan (OH) 5,554 · 5 off
- Deluxe Corporation 401(k) Plan (MN) 5,556 · 7 off
- Six Flags 401(k) Plan (TX) 5,542 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.