401(k) · DOL Form 5500 · 2024

Brescome Barton, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
125
Participants Small participant base
74th
Percentile by assets National rank
$192,328
Avg per participant Above avg balance/head
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Official DOL plan name: Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union · Sponsored by Brescome Barton, Inc. · Connecticut · Wholesale Trade

$24M in assets, 125 participants

Brescome Barton, Inc.'s Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union reported $24M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,307 in Wholesale Trade (6,080 peers)

Coverage in Connecticut

Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union covers 125 participants in Connecticut, about 17% of the average Connecticut filer (state average ~718 per filing). Assets: $24M.

#4,307
in Wholesale Trade (6,080 peers)
+12.4%
assets growth YoY

Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union's outsized position by total assets

Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$24,040,943 Top 26% higher than 74% of 123,620 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 2024

Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union end-of-year assets rose from $21M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union reported participants rose from 122 in the plan year 2023 filing to 125 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 060676916 · Brescome Barton, Inc. PY 2024 · 401(k)

Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union · $24M · 125 · 74th

  • EIN $24M
  • EIN 125
  • EIN 74th
  • EIN 401(k)
  • EIN near Its Logistics, LLC Employee Savings Trust
  • EIN ind #4307

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 Connecticut →

Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union in the asset neighbourhood

Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales UnionBrescome Barton, Inc. Retire…$24MIts Logistics, LLC Employee Savings TrustIts Logistics, LLC Employee …$24MOneshield, Inc. 401(k) Retirement PlanOneshield, Inc. 401(k) Retir…$24MAspirion Health Resources 401(k) Profit Sharing Plan & TrustAspirion Health Resources 40…$24MMetro City Bank Section 401(k) Profit Sharing PlanMetro City Bank Section 401(…$24M
End-of-year total assets ($M) among Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN060676916
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brescome Barton, Inc.)

Sponsor-wide plan assets over time

All Brescome Barton, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 26.93989189073379% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $22.8M $28.9M ▲ +26.9%
Year Plans Participants Total Assets
2022 2 147 $23M
2023 2 148 $26M
2024 2 149 $29M

Nearby 401(k) Plans in Connecticut

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

Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union, Total assets ($B): 0.024040943 · Participants: 125Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales UnionRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union side-by-side with 3 peers →

Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Its Logistics, LLC Employee Savings Trust in NV ($24M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union assets move in 2024? ▼
Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union grew at a solid clip - up 12.4% during 2024, from $21M to $24M. Reported net income was $3M.
How have Brescome Barton, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brescome Barton, Inc.'s sponsor-wide assets grew 26.9%, from $23M to $29M.
Which 401(k) plans are similar in size to Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union? ▼
Among 401(k) plans in other states, the closest by assets is Its Logistics, LLC Employee Savings Trust in NV ($24M, 700 participants).
Which 401(k) plans cover a similar participant headcount to Brescome Barton, Inc. Retirement and Savings Plan for Liquor Sales Union? ▼
Among 401(k) plans in other states, the closest by covered participants is Portland Forge Interim Manufacturing Plan in IN (125 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060676916.

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.