401(k) · DOL Form 5500 · 2023

Breakthru Beverage California 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
602
Participants Below avg headcount
84th
Percentile by assets National rank
$75,473
Avg per participant Below avg balance/head
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Official DOL plan name: Breakthru Beverage California 401(k) Plan · Sponsored by Breakthru Beverage California · California · Manufacturing

$45M in assets, 602 participants

Breakthru Beverage California's Breakthru Beverage California 401(k) Plan reported $45M in total assets and 602 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #14,562 in Manufacturing (18,722 peers)

Where Breakthru Beverage California 401(k) Plan sits by assets

Breakthru Beverage California 401(k) Plan sits in the top quartile of all filed plans by assets, $45M for 602 participants (~$75,473/participant), up 6.6% in 2023.

#14,562
in Manufacturing (18,722 peers)
+6.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Breakthru Beverage California 401(k) Plan's outsized position by total assets

Breakthru Beverage California 401(k) Plan vs every filed plan by assets

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

$45,435,026 Top 16% higher than 84% 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 California 401(k) Plan 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. Breakthru Beverage California 401(k) Plan sits mid-pack in the medium band (602 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Breakthru Beverage California 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Breakthru Beverage California 401(k) Plan reported participants rose from 488 in the plan year 2022 filing to 602 in the plan year 2023 filing.
  • Breakthru Beverage California 401(k) Plan end-of-year assets rose from $43M in the plan year 2022 filing to $45M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 952460478 · Breakthru Beverage California PY 2023 · 401(k)

Breakthru Beverage California 401(k) Plan · $45M · 602 · 84th

  • 5500 $45M
  • 5500 602
  • 5500 84th
  • 5500 401(k)
  • 5500 near Standard Biotools Inc. 401(k) Plan
  • 5500 ind #14562

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 California →

Breakthru Beverage California 401(k) Plan in the asset neighbourhood

Breakthru Beverage California 401(k) PlanBreakthru Beverage Californi…$45MNational Western Life Insurance Company 401(k) PlanNational Western Life Insura…$45MStandard Biotools Inc. 401(k) PlanStandard Biotools Inc. 401(k…$45MWolff Bros. Supply, Inc. 401(k) Profit Sharing PlanWolff Bros. Supply, Inc. 401…$45MN3b 401(k) Retirement Plan$45M
End-of-year total assets ($M) among Breakthru Beverage California 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$45M
Net Income$3M
Employer EIN952460478
Plan Effective Date1967-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Breakthru Beverage California)

Sponsor-wide plan assets over time

All Breakthru Beverage California plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M 202220232024 $42.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 488 $43M
2023 1 602 $45M
2024 1 758 N/A

Nearby 401(k) Plans in California

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

Breakthru Beverage California 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Breakthru Beverage California 401(k) Plan, Total assets ($B): 0.045435026 · Participants: 602Breakthru Beverage California 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Breakthru Beverage California 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Breakthru Beverage California 401(k) Plan side-by-side with 3 peers →

Breakthru Beverage California 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Standard Biotools Inc. 401(k) Plan in CO ($45M); by covered participants it is Auto Mall 46, Inc. 401(k) Plan in NJ (602 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (602 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 California 401(k) Plan assets move in 2023? ▼
Breakthru Beverage California 401(k) Plan grew at a solid clip - up 6.6% during 2023, from $43M to $45M. Reported net income was $3M.
Where does Breakthru Beverage California 401(k) Plan rank by assets among Form 5500 filers? ▼
Breakthru Beverage California 401(k) Plan ranks in the 84th 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 Breakthru Beverage California 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Standard Biotools Inc. 401(k) Plan in CO ($45M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Breakthru Beverage California 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Auto Mall 46, Inc. 401(k) Plan in NJ (602 participants, $3M 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 952460478.

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.