401(k) · DOL Form 5500 · 2023

Wp Beverages, LLC 401(k) Plan

Data updated 2026-08-11

$64M
Total assets: 651
Participants: 88th
Percentile by assets: $98,233
Avg per participant

Official DOL plan name: Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Wp Beverages, LLC · Wisconsin · Manufacturing

$64M in assets, 651 participants

Wp Beverages, LLC's Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust reported $64M in total assets and 651 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

88th percentile by assets (of 127,072 plans)
#15,375 in Manufacturing (18,722 peers)

Where Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust sits by assets

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $64M for 651 participants (~$98,233/participant), up 16.9% in 2023.

$64M
total plan assets (2023 EOY): 651
covered participants: 88th
percentile by assets (of 127,072 plans): $98,233
avg assets per participant

Where Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust sits by total assets

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$63,949,909 Top 12% higher than 88% 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

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust reported net income rose from -$9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 532 in the plan year 2022 filing to 651 in the plan year 2023 filing.
Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $55M in the plan year 2022 filing to $64M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Wisconsin

Industry

Manufacturing

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust vs the 2023 asset distribution

By assets, Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust outranks 88% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$55M
Net Assets (End of Year)	$64M
Net Income	$9M
Employer EIN	200570102
Plan Effective Date	1968-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Wp Beverages, LLC)

Total plan assets by year, all Wp Beverages, LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	532	$55M
2023	1	651	$64M
2024	1	696	$74M

Nearby 401(k) Plans in Wisconsin

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

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Wp Beverages, LLC 401(k) Profit Sharing … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust by total assets, not by location.

Lincoln Industries 401(k) Retirement Savings Plan (NE) $64M · 676
Hawaiian Gardens Casino 401(k) Plan (CA) $64M · 1,452
Triage, LLC Retirement Savings Plan (NE) $64M · 5,648
Holthouse Carlin & Van Trigt LLP 401(k) Plan and Trust II (CA) $64M · 500

Frequently Asked Questions

How did Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust grew sharply - up 16.9% during 2023, from $55M to $64M. Reported net income was $9M.

How have Wp Beverages, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wp Beverages, LLC's sponsor-wide assets grew 35.7%, from $55M to $74M.

Where does Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Lincoln Industries 401(k) Retirement Savings Plan in NE ($64M, 676 participants).

Next read for Wp Beverages, LLC 401(k) Profit Sharing …

Scale reading

Ways to act on Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust's numbers.

By total assets, Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
Wp Beverages, LLC's sponsor-wide assets have grown 35.7% since 2022 across 3 plan years on file. More Manufacturing plans

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 200570102.