401(k) · DOL Form 5500 · 2024
Niagara Bottling, LLC 401(k) Plan
Data updated 2026-08-11
- $272M
- Total assets
- 6,701
- Participants
- 95th
- Percentile by assets
- $40,629
- Avg per participant
Official DOL plan name: Niagara Water Retirement Plan · Sponsored by Niagara Bottling, LLC · California · Manufacturing
$272M in assets, 6,701 participants
Niagara Bottling, LLC's Niagara Water Retirement Plan reported $272M in total assets and 6,701 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 123,622 plans)
- #16,514 in Manufacturing (17,777 peers)
Coverage in California
Niagara Water Retirement Plan covers 6,701 participants in California, 11x the typical California plan (state average ~630 per filing). Assets: $272M.
- $272M
- total plan assets (2024 EOY)
- 6,701
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $40,629
- avg assets per participant
Where Niagara Water Retirement Plan sits by total assets
Niagara Water Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$272,257,922 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Niagara Water Retirement Plan end-of-year assets rose from $208M in the plan year 2023 filing to $272M in the plan year 2024 filing.
- Niagara Water Retirement Plan reported net income fell from $67M in the plan year 2023 filing to $64M in the plan year 2024 filing.
- Niagara Water Retirement Plan reported participants fell from 6,772 in the plan year 2023 filing to 6,701 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Niagara Water Retirement Plan reports 6,701 participants - 11x that state average ($272M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $208M |
|---|---|
| Net Assets (End of Year) | $272M |
| Net Income | $64M |
| Employer EIN | 330843510 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Niagara Bottling, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,781 | $141M |
| 2023 | 1 | 6,772 | $208M |
| 2024 | 1 | 6,701 | $272M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Niagara Water Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Scale composition for Niagara Water Retirement Plan
Niagara Water Retirement Plan reports $272M in end-of-year assets across 6,701 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $40,629 per participant (29% of the national average assets-per-participant) . Net income for plan year 2024 was $64M.
This plan identity (EIN 330843510, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $141M to $272M (+92.7%) while covered participants moved from 5,781 to 6,701 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,781 | $141M | Open filing |
| 2023 | 6,772 | $208M | Open filing |
| 2024 · index core | 6,701 | $272M | This page |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Niagara Water Retirement Plan by total assets, not by location.
- Extreme Networks 401(k) Plan (NC) $272M · 1,299
- Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company (AL) $272M · 2,369
- David Evans Enterprises, Inc. Retirement Plan (OR) $273M · 1,080
- Ensco, Inc. Retirement Plan (VA) $273M · 627
Frequently Asked Questions
How did Niagara Water Retirement Plan assets move in 2024? ▼
How have Niagara Bottling, LLC plan assets changed over time? ▼
Where does Niagara Water Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Niagara Water Retirement Plan? ▼
Next read for Niagara Water Retirement Plan
Filing takeaways
Ways to act on Niagara Water Retirement Plan's numbers.
- By total assets, Niagara Water Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Niagara Bottling, LLC's sponsor-wide assets have grown 92.7% since 2022 across 3 plan years on file. More Manufacturing plans