401(k) · DOL Form 5500 · 2024

Oswego Beverage Company, LLC Dba Eagle Beverage Company 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
107
Participants Small participant base
61st
Percentile by assets National rank
$116,860
Avg per participant Below avg balance/head
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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

$13M in assets, 107 participants

Oswego Beverage Company, LLC Dba Eagle Beverage Company's Eagle Beverage Company Employee Retirement Savings Plan reported $13M in total assets and 107 participants in its 2024 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.

  • #3,209 in Wholesale Trade (6,080 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: $13M.

#3,209
in Wholesale Trade (6,080 peers)
+9.9%
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 2024 · DOL Form 5500

$12,504,053 Top 39% higher than 61% 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

Eagle Beverage Company Employee Retirement Savings Plan 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. 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 2023 → plan year 2024

  • Eagle Beverage Company Employee Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Eagle Beverage Company Employee Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 901019634 · Oswego Beverage Company, LLC Dba Eagle Beverage Company PY 2024 · 401(k)

Eagle Beverage Company Employee Retirement Savings Plan · $13M · 107 · 61st

  • BOOK $13M
  • BOOK 107
  • BOOK 61st
  • BOOK 401(k)
  • BOOK near Phillips/May Corporation 401(k) Plan
  • BOOK ind #3209

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

Eagle Beverage Company Employee Retirement Savings PlanEagle Beverage Company Emplo…$13MPhillips/May Corporation 401(k) PlanPhillips/May Corporation 401…$13MTalentburst, Inc. 401(k) Plan$13MThe Expo Group, LLC Employer 401(k) PlanThe Expo Group, LLC Employer…$13MAurora Parts & Accessories 401(k) PlanAurora Parts & Accessories 4…$13M
End-of-year total assets ($M) among Eagle Beverage Company Employee Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN901019634
Plan Effective Date1994-01-01
Filing StatusFILING 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
$8M$9M$10M$11M$12M$13M 202220232024 $9.18M $12.5M ▲ +36.2%
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.

Eagle Beverage Company Employee Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Eagle Beverage Company Employee Retirement Savings Plan, Total assets ($B): 0.012504053 · Participants: 107Eagle Beverage Company Employee Retirement Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Eagle Beverage Company Employee Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Eagle Beverage Company Employee Retirement Savings Plan side-by-side with 3 peers →

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 Phillips/May Corporation 401(k) Plan in TX ($13M); by covered participants it is Augmedix, Inc. 401(k) Plan in CA (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Eagle Beverage Company Employee Retirement Savings Plan assets move in 2024? ▼
Eagle Beverage Company Employee Retirement Savings Plan grew at a solid clip - up 9.9% during 2024, from $11M to $13M. Reported net income was $1M.
How have Oswego Beverage Company, LLC Dba Eagle Beverage Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oswego Beverage Company, LLC Dba Eagle Beverage Company's sponsor-wide assets grew 36.2%, from $9M to $13M.
Which 401(k) plans are similar in size to Eagle Beverage Company Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phillips/May Corporation 401(k) Plan in TX ($13M, 82 participants).
Which 401(k) plans cover a similar participant headcount to Eagle Beverage Company Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Augmedix, Inc. 401(k) Plan in CA (107 participants, $3M 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 901019634.

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.