401(k) · DOL Form 5500 · 2023

Wp Beverages, LLC 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
651
Participants Below avg headcount
88th
Percentile by assets National rank
$98,233
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#15,375
in Manufacturing (18,722 peers)
+16.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust's outsized position 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

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

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust 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. Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (651 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

EBSA filing schedule strip

Filing strip 200570102 · Wp Beverages, LLC PY 2023 · 401(k)

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust · $64M · 651 · 88th

  • EOY $64M
  • 5500 651
  • ASSETS 88th
  • PCT 401(k)
  • EIN near Lincoln Industries 401(k) Retirement Savings Plan
  • RANK ind #15375

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 Manufacturing retirement plans → · Plans in Wisconsin →

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Hawaiian Gardens Casino 401(k) PlanHawaiian Gardens Casino 401(…$64MWp Beverages, LLC 401(k) Profit Sharing Plan and TrustWp Beverages, LLC 401(k) Pro…$64MLincoln Industries 401(k) Retirement Savings PlanLincoln Industries 401(k) Re…$64MTriage, LLC Retirement Savings PlanTriage, LLC Retirement Savin…$64MHolthouse Carlin & Van Trigt LLP 401(k) Plan and Trust IIHolthouse Carlin & Van Trigt…$64M
End-of-year total assets ($M) among Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$64M
Net Income$9M
Employer EIN200570102
Plan Effective Date1968-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wp Beverages, LLC)

Sponsor-wide plan assets over time

All Wp Beverages, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$74M 35.69616288731051% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $54.7M $74.2M ▲ +35.7%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.063949909 · Participants: 651Wp Beverages, LLC 401(k) Profit Sharing Plan and TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Lincoln Industries 401(k) Retirement Savings Plan in NE ($64M); by covered participants it is Weinstein Properties Employees' 401(k) Plan in VA (651 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (651 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 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).
Which 401(k) plans cover a similar participant headcount to Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Weinstein Properties Employees' 401(k) Plan in VA (651 participants, $13M 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 200570102.

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.