401(k) · DOL Form 5500 · 2024

Wp Beverages, LLC 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
696
Participants Below avg headcount
88th
Percentile by assets National rank
$106,612
Avg per participant Below avg balance/head
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Official DOL plan name: Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Wp Beverages, LLC · Wisconsin · Manufacturing

$74M in assets, 696 participants

Wp Beverages, LLC's Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust reported $74M in total assets and 696 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #14,686 in Manufacturing (17,777 peers)

Where Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust sits by assets

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $74M for 696 participants (~$106,612/participant), up 16.0% in 2024.

#14,686
in Manufacturing (17,777 peers)
+16.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$74,201,943 Top 12% higher than 88% 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

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust 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. Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (696 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $64M in the plan year 2023 filing to $74M in the plan year 2024 filing.
  • Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust reported net income rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 651 in the plan year 2023 filing to 696 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 200570102 · Wp Beverages, LLC PY 2024 · 401(k)

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust · $74M · 696 · 88th

  • PCT $74M
  • PCT 696
  • PCT 88th
  • PCT 401(k)
  • PCT near Potlatchdeltic Hourly 401(k) Plan
  • PCT ind #14686

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 Wisconsin →

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

James Baker Group, Inc. 401(k) PlanJames Baker Group, Inc. 401(…$74MWp Beverages, LLC 401(k) Profit Sharing Plan and TrustWp Beverages, LLC 401(k) Pro…$74MPotlatchdeltic Hourly 401(k) PlanPotlatchdeltic Hourly 401(k)…$74MPfeiffer & Son, Ltd Employee's Profit Sharing & TrustPfeiffer & Son, Ltd Employee…$74MMalibu Boats, Inc. 401(k) PlanMalibu Boats, Inc. 401(k) Pl…$74M
End-of-year total assets ($M) among Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$74M
Net Income$10M
Employer EIN200570102
Plan Effective Date1968-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wp Beverages, LLC)

Sponsor-wide plan assets over time

All Wp Beverages, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$74M 35.69616288731051% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $54.7M $74.2M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 532 $55M
2023 1 651 $64M
2024 1 696 $74M

Nearby 401(k) Plans in Wisconsin

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

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.074201943 · Participants: 696Wp Beverages, LLC 401(k) Profit Sharing Plan and TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Potlatchdeltic Hourly 401(k) Plan in WA ($74M); by covered participants it is L & G Home Care Retirement Plan in NY (696 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($74M here).

Similar participant headcount

Nearest other-state filings by covered participants (696 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 Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust grew sharply - up 16.0% during 2024, from $64M to $74M. Reported net income was $10M.
How have Wp Beverages, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wp Beverages, LLC's sponsor-wide assets grew 35.7%, from $55M to $74M.
Where does Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Potlatchdeltic Hourly 401(k) Plan in WA ($74M, 992 participants).
Which 401(k) plans cover a similar participant headcount to Wp Beverages, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is L & G Home Care Retirement Plan in NY (696 participants, $185K 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 200570102.

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.