401(k) · DOL Form 5500 · 2023

The Edrington Group USA, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
182
Participants Below avg headcount
81st
Percentile by assets National rank
$189,544
Avg per participant Above avg balance/head
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Official DOL plan name: Edrington Americas 401(k) Plan · Sponsored by The Edrington Group USA, LLC · New York · Other Services

$34M in assets, 182 participants

The Edrington Group USA, LLC's Edrington Americas 401(k) Plan reported $34M in total assets and 182 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,135 in Other Services (7,857 peers)

Coverage in New York

Edrington Americas 401(k) Plan covers 182 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $34M.

#7,135
in Other Services (7,857 peers)
+34.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Edrington Americas 401(k) Plan's outsized position by total assets

Edrington Americas 401(k) Plan vs every filed plan by assets

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

$34,497,063 Top 19% higher than 81% 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

Edrington Americas 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. Edrington Americas 401(k) Plan sits mid-pack in the medium band (182 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edrington Americas 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Edrington Americas 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Edrington Americas 401(k) Plan reported participants rose from 170 in the plan year 2022 filing to 182 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 680677290 · The Edrington Group USA, LLC PY 2023 · 401(k)

Edrington Americas 401(k) Plan · $34M · 182 · 81st

  • PART $34M
  • PART 182
  • PART 81st
  • PART 401(k)
  • PART near Mabrey Bancorporation, Inc. Employees' Profit Sharing 401(k) Plan
  • PART ind #7135

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 Other Services retirement plans → · Plans in New York →

Edrington Americas 401(k) Plan in the asset neighbourhood

Edrington Americas 401(k) PlanEdrington Americas 401(k) Pl…$34MMabrey Bancorporation, Inc. Employees' Profit Sharing 401(k) PlanMabrey Bancorporation, Inc. …$35MCleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing PlanCleveland Group, Inc. and Su…$34MMelissa & Doug, LLC 401(k) Profit Sharing PlanMelissa & Doug, LLC 401(k) P…$34MSilver Eagle Beverages 401(k) PlanSilver Eagle Beverages 401(k…$34M
End-of-year total assets ($M) among Edrington Americas 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$34M
Net Income$9M
Employer EIN680677290
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Edrington Group USA, LLC)

Sponsor-wide plan assets over time

All The Edrington Group USA, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$44M 71.11623961962475% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $25.8M $44.1M ▲ +71.1%
Year Plans Participants Total Assets
2022 1 170 $26M
2023 1 182 $34M
2024 1 242 $44M

Nearby 401(k) Plans in New York

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

Edrington Americas 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Edrington Americas 401(k) Plan, Total assets ($B): 0.034497063 · Participants: 182Edrington Americas 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Edrington Americas 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Edrington Americas 401(k) Plan side-by-side with 3 peers →

Edrington Americas 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mabrey Bancorporation, Inc. Employees' Profit Sharing 401(k) Plan in OK ($35M); by covered participants it is Broadmoor Management Company 401(k) Profit Sharing Plan in NE (182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (182 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 Edrington Americas 401(k) Plan assets move in 2023? ▼
Edrington Americas 401(k) Plan surged - up 34.0% during 2023, from $26M to $34M. Reported net income was $9M.
How have The Edrington Group USA, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Edrington Group USA, LLC's sponsor-wide assets grew 71.1%, from $26M to $44M.
Where does Edrington Americas 401(k) Plan rank by assets among Form 5500 filers? ▼
Edrington Americas 401(k) Plan ranks in the 81st 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 Edrington Americas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mabrey Bancorporation, Inc. Employees' Profit Sharing 401(k) Plan in OK ($35M, 253 participants).
Which 401(k) plans cover a similar participant headcount to Edrington Americas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Broadmoor Management Company 401(k) Profit Sharing Plan in NE (182 participants, N/A 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 680677290.

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.