Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees Soft Drink and Brewery Workers Pension Plan
Data updated 2026-08-25
- $934M
- Total assets Above avg plan size
- 1,948
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $479,322
- Avg per participant High balance/head
Official DOL plan name: Soft Drink and Brewery Workers Union Local 812 Retirement Fund · Sponsored by Board of Trustees Soft Drink and Brewery Workers · New York · Manufacturing
$934M in assets, 1,948 participants
Board of Trustees Soft Drink and Brewery Workers's Soft Drink and Brewery Workers Union Local 812 Retirement Fund reported $934M in total assets and 1,948 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #18,235 in Manufacturing (18,722 peers)
Coverage in New York
Soft Drink and Brewery Workers Union Local 812 Retirement Fund covers 1,948 participants in New York, 2.4x the typical New York plan (state average ~798 per filing). Assets: $934M.
- #18,235
- in Manufacturing (18,722 peers)
- +6.3%
- assets growth YoY
- 9.4×
- vs typical plan assets (national mean)
Soft Drink and Brewery Workers Union Local 812 Retirement Fund's outsized position by total assets
Soft Drink and Brewery Workers Union Local 812 Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$933,719,402 Top 1% higher than 99% 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
Soft Drink and Brewery Workers Union Local 812 Retirement Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Soft Drink and Brewery Workers Union Local 812 Retirement Fund lands in the large band (1,948 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Soft Drink and Brewery Workers Union Local 812 Retirement Fund reported net income fell from $470M in the plan year 2022 filing to $55M in the plan year 2023 filing.
- Soft Drink and Brewery Workers Union Local 812 Retirement Fund reported participants fell from 2,237 in the plan year 2022 filing to 1,948 in the plan year 2023 filing.
- Soft Drink and Brewery Workers Union Local 812 Retirement Fund end-of-year assets rose from $879M in the plan year 2022 filing to $934M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 135660090 · Board of Trustees Soft Drink and Brewery Workers PY 2023 · Defined Benefit (Pension)
Soft Drink and Brewery Workers Union Local 812 Retirement Fund · $934M · 1,948 · 99th
- SCH $934M
- EBSA 1,948
- PART 99th
- TYPE Defined Benefit (Pension)
- NET near Operating Engineers Local 101 Pension Fund
- BOOK ind #18235
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 New York →
Soft Drink and Brewery Workers Union Local 812 Retirement Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $879M |
|---|---|
| Net Assets (End of Year) | $933M |
| Net Income | $55M |
| Employer EIN | 135660090 |
| Plan Effective Date | 1957-08-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Soft Drink and Brewery Workers)
Sponsor-wide plan assets over time
All Board of Trustees Soft Drink and Brewery Workers plans reported in each filing year
- Latest sponsor-wide plan assets
- $974M 10.82655204873614% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,237 | $879M |
| 2023 | 1 | 1,948 | $934M |
| 2024 | 1 | 2,113 | $974M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Soft Drink and Brewery Workers Union Local 812 Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Operating Engineers Local 101 Pension Fund in MO ($930M); by covered participants it is IBEW Local 716 Pension Plan in TX (1,947 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($934M here).
- Operating Engineers Local 101 Pension Fund (MO) $930M · 3,077
- Retirement Plan of Idaho Power Company (ID) $938M · 2,075
- Iron Workers' Mid-America Pension Plan (IL) $928M · 3,302
- Electrical Workers Local No. 26 Pension Fund (MD) $942M · 7,302
Similar participant headcount
Nearest other-state filings by covered participants (1,948 participants); asset peers above are excluded.
- IBEW Local 716 Pension Plan (TX) 1,947 · 1 off
- New Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees (MN) 1,946 · 2 off
- Banco Popular De Puerto Rico Retirement Plan (PR) 1,952 · 4 off
- Employees' Retirement Plan of Consolidated Electrical Distributors, Inc. (TX) 1,943 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.