401(k) · DOL Form 5500 · 2024

Niagara Bottling, LLC 401(k) Plan

Data updated 2026-08-25

$272M
Total assets Near avg plan size
6,701
Participants Above avg headcount
95th
Percentile by assets National rank
$40,629
Avg per participant Low balance/head
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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.

  • #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.

#16,514
in Manufacturing (17,777 peers)
+30.9%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Niagara Water Retirement Plan's outsized position 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

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

Niagara Water Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Niagara Water Retirement Plan lands in the large band (6,701 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330843510 · Niagara Bottling, LLC PY 2024 · 401(k)

Niagara Water Retirement Plan · $272M · 6,701 · 95th

  • PHOTO $272M
  • IND 6,701
  • EOY 95th
  • 5500 401(k)
  • ASSETS near Extreme Networks 401(k) Plan
  • PCT ind #16514

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 California →

Niagara Water Retirement Plan in the asset neighbourhood

Ensco, Inc. Retirement Plan$273MDavid Evans Enterprises, Inc. Retirement PlanDavid Evans Enterprises, Inc…$273MNiagara Water Retirement Plan$272MExtreme Networks 401(k) Plan$272MSavings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance CompanySavings and Profit Sharing P…$272M
End-of-year total assets ($M) among Niagara Water Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$208M
Net Assets (End of Year)$272M
Net Income$64M
Employer EIN330843510
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Niagara Bottling, LLC)

Sponsor-wide plan assets over time

All Niagara Bottling, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$272M 92.65305670154746% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $141M $272M ▲ +92.7%
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 Scatter plot of 6 data points. 050000100000150000 -200204060 Total assets ($B) Participants Niagara Water Retirement Plan, Total assets ($B): 0.272257922 · Participants: 6701Niagara Water Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Niagara Water Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Niagara Water Retirement Plan side-by-side with 3 peers →

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

Niagara Water Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Extreme Networks 401(k) Plan in NC ($272M); by covered participants it is American Woodmark Corporation Retirement Savings Plan in VA (6,702 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,701 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 Niagara Water Retirement Plan assets move in 2024? ▼
Niagara Water Retirement Plan surged - up 30.9% during 2024, from $208M to $272M. Reported net income was $64M.
How have Niagara Bottling, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Niagara Bottling, LLC's sponsor-wide assets grew 92.7%, from $141M to $272M.
Where does Niagara Water Retirement Plan rank by assets among Form 5500 filers? ▼
Niagara Water Retirement Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Niagara Water Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Extreme Networks 401(k) Plan in NC ($272M, 1,299 participants).
Which 401(k) plans cover a similar participant headcount to Niagara Water Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Woodmark Corporation Retirement Savings Plan in VA (6,702 participants, $362M 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 330843510.

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.