401(k) · DOL Form 5500 · 2023
Oswego Beverage Company, LLC Dba Eagle Beverage Company 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 107
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $106,376
- Avg per participant Below avg balance/head
Official DOL plan name: Eagle Beverage Company Employee Retirement Savings Plan · Sponsored by Oswego Beverage Company, LLC Dba Eagle Beverage Company · New York · Wholesale Trade
$11M in assets, 107 participants
Oswego Beverage Company, LLC Dba Eagle Beverage Company's Eagle Beverage Company Employee Retirement Savings Plan reported $11M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #3,403 in Wholesale Trade (6,309 peers)
Coverage in New York
Eagle Beverage Company Employee Retirement Savings Plan covers 107 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $11M.
- #3,403
- in Wholesale Trade (6,309 peers)
- +24.0%
- assets growth YoY
Eagle Beverage Company Employee Retirement Savings Plan's mid-pack asset rank among Wholesale Trade and all filers
Eagle Beverage Company Employee Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,382,189 Top 39% higher than 61% 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
Eagle Beverage Company Employee Retirement Savings 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. Eagle Beverage Company Employee Retirement Savings Plan sits mid-pack in the medium band (107 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Eagle Beverage Company Employee Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Eagle Beverage Company Employee Retirement Savings Plan reported participants rose from 84 in the plan year 2022 filing to 107 in the plan year 2023 filing.
- Eagle Beverage Company Employee Retirement Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
DOL schedule card
Filing strip 901019634 · Oswego Beverage Company, LLC Dba Eagle Beverage Company PY 2023 · 401(k)
Eagle Beverage Company Employee Retirement Savings Plan · $11M · 107 · 61st
- TYPE $11M
- TYPE 107
- TYPE 61st
- TYPE 401(k)
- TYPE near Saf-T-Cab, Inc. 401(k) Plan
- TYPE ind #3403
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 Wholesale Trade retirement plans → · Plans in New York →
Eagle Beverage Company Employee Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 901019634 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oswego Beverage Company, LLC Dba Eagle Beverage Company)
Sponsor-wide plan assets over time
All Oswego Beverage Company, LLC Dba Eagle Beverage Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 36.20683438641554% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 84 | $9M |
| 2023 | 1 | 107 | $11M |
| 2024 | 1 | 107 | $13M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Eagle Beverage Company Employee Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Saf-T-Cab, Inc. 401(k) Plan in CA ($11M); by covered participants it is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Saf-T-Cab, Inc. 401(k) Plan (CA) $11M · 89
- Winpak Heat Seal Corporation Gcc/Ibt Local 568-M Employee Savings Plan (IL) $11M · 174
- Covey Equity Holdings, LLC 401(k) Plan (GA) $11M · 565
- Hbw 401(k) Plan (MD) $11M · 108
Similar participant headcount
Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.
- Northern Architectural Systems, Inc. 401(k) Plan (NJ) 107 · 0 off
- Tier1 Integrity, LLC 401(k) Plan (TX) 107 · 0 off
- Ted Wiens Tire and Auto Center 401(k) Retirement Plan (NV) 107 · 0 off
- Aes, Inc. 401(k) Plan (GA) 107 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.