401(k) · DOL Form 5500 · 2023
Breakthru Beverage Group, LLC 401(k) Plan
Data updated 2026-08-11
- $609M
- Total assets
- 5,549
- Participants
- 98th
- Percentile by assets
- $109,759
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $609M
- total plan assets (2023 EOY)
- 5,549
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $109,759
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Breakthru Beverage Group 40 L(K) Plan reports 5,549 participants - 7.0x that state average ($609M EOY assets).
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)
| 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 Group 40 L(K) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Breakthru Beverage Group 40 L(K) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Breakthru Beverage Group 40 L(K) Plan assets move in 2023? ▼
How have Breakthru Beverage Group, LLC plan assets changed over time? ▼
Where does Breakthru Beverage Group 40 L(K) Plan rank by assets among Form 5500 filers? ▼
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Next read for Breakthru Beverage Group 40 L(K) Plan
Filing takeaways
Ways to act on Breakthru Beverage Group 40 L(K) Plan's numbers.
- By total assets, Breakthru Beverage Group 40 L(K) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Breakthru Beverage Group, LLC's sponsor-wide assets have grown 51.6% since 2022 across 3 plan years on file. More Wholesale Trade plans