401(k) · DOL Form 5500 · 2024

The Beverage Works New York, Inc. 401(k) Plan

Data updated 2026-08-25

$518K
Total assets Small plan by assets
265
Participants Below avg headcount
18th
Percentile by assets National rank
$1,955
Avg per participant Low balance/head
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Official DOL plan name: The Beverage Works Union 401(k) Plan · Sponsored by The Beverage Works New York, Inc. · New Jersey · Manufacturing

$518K in assets, 265 participants

The Beverage Works New York, Inc.'s The Beverage Works Union 401(k) Plan reported $518K in total assets and 265 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,249 in Manufacturing (17,777 peers)

Coverage in New Jersey

The Beverage Works Union 401(k) Plan covers 265 participants in New Jersey, about 31% of the average New Jersey filer (state average ~844 per filing). Assets: $518K.

#1,249
in Manufacturing (17,777 peers)
-54.2%
assets change YoY

The plan reported a net loss of $688K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Beverage Works Union 401(k) Plan among the smaller filed plans by assets

The Beverage Works Union 401(k) Plan vs every filed plan by assets

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

$518,173 18th percentile higher than 18% 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

The Beverage Works Union 401(k) 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. The Beverage Works Union 401(k) Plan sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Beverage Works Union 401(k) Plan reported net income fell from $395K in the plan year 2023 filing to -$688K in the plan year 2024 filing.
  • The Beverage Works Union 401(k) Plan end-of-year assets fell from $1M in the plan year 2023 filing to $518K in the plan year 2024 filing.
  • The Beverage Works Union 401(k) Plan reported participants rose from 245 in the plan year 2023 filing to 265 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 223715225 · The Beverage Works New York, Inc. PY 2024 · 401(k)

The Beverage Works Union 401(k) Plan · $518K · 265 · 18th

  • BOY $518K
  • SCH 265
  • EBSA 18th
  • PART 401(k)
  • TYPE near Piquette Impact Inc. 401(k) Plan
  • NET ind #1249

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 New Jersey →

The Beverage Works Union 401(k) Plan in the asset neighbourhood

The Beverage Works Union 401(k) PlanThe Beverage Works Union 401…$518KPiquette Impact Inc. 401(k) PlanPiquette Impact Inc. 401(k) …$518KKat Electric Service, Inc. 401(k) Profit Sharing PlanKat Electric Service, Inc. 4…$518KD&j Quality Care Enterprises, Inc. 401(k) PlanD&j Quality Care Enterprises…$518KCajo Enterprises Inc 401(k) PlanCajo Enterprises Inc 401(k) …$518K
End-of-year total assets ($M) among The Beverage Works Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$442K
Net Income-$688K
Employer EIN223715225
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Beverage Works New York, Inc.)

Sponsor-wide plan assets over time

All The Beverage Works New York, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 69.83864922051862% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.33M $1.61M ▼ -69.8%
Year Plans Participants Total Assets
2022 2 345 $5M
2023 2 347 $6M
2024 2 355 $2M

Nearby 401(k) Plans in New Jersey

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

The Beverage Works Union 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants The Beverage Works Union 401(k) Plan, Total assets ($B): 0.000518173 · Participants: 265The Beverage Works Union 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
The Beverage Works Union 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare The Beverage Works Union 401(k) Plan side-by-side with 3 peers →

The Beverage Works Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Piquette Impact Inc. 401(k) Plan in CA ($518K); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (265 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($518K here).

Similar participant headcount

Nearest other-state filings by covered participants (265 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 The Beverage Works Union 401(k) Plan assets move in 2024? ▼
The Beverage Works Union 401(k) Plan contracted severely - down 54.2% during 2024, from $1M to $518K. Reported net income was -$688K.
How have The Beverage Works New York, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Beverage Works New York, Inc.'s sponsor-wide assets declined 69.8%, from $5M to $2M.
Where does The Beverage Works Union 401(k) Plan rank by assets among Form 5500 filers? ▼
The Beverage Works Union 401(k) Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to The Beverage Works Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Piquette Impact Inc. 401(k) Plan in CA ($518K, N/A participants).
Which 401(k) plans cover a similar participant headcount to The Beverage Works Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Territorial Savings Bank 401(k) Plan in HI (265 participants, $29M 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 223715225.

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.