401(k) · DOL Form 5500 · 2024
Breakthru Beverage Group, LLC 401(k) Plan
Data updated 2026-08-11
- $769M
- Total assets
- 6,257
- Participants
- 98th
- Percentile by assets
- $122,873
- Avg per participant
Official DOL plan name: Breakthru Beverage Group 40 L(K) Plan · Sponsored by Breakthru Beverage Group, LLC · New York · Wholesale Trade
$769M in assets, 6,257 participants
Breakthru Beverage Group, LLC's Breakthru Beverage Group 40 L(K) Plan reported $769M in total assets and 6,257 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 123,622 plans)
- #6,005 in Wholesale Trade (6,080 peers)
Coverage in New York
Breakthru Beverage Group 40 L(K) Plan covers 6,257 participants in New York, 7.8x the typical New York plan (state average ~798 per filing). Assets: $769M.
- $769M
- total plan assets (2024 EOY)
- 6,257
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $122,873
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Breakthru Beverage Group 40 L(K) Plan end-of-year assets rose from $609M in the plan year 2023 filing to $769M in the plan year 2024 filing.
- Breakthru Beverage Group 40 L(K) Plan reported net income fell from $80M in the plan year 2023 filing to $63M in the plan year 2024 filing.
- Breakthru Beverage Group 40 L(K) Plan reported participants rose from 5,549 in the plan year 2023 filing to 6,257 in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Breakthru Beverage Group 40 L(K) Plan reports 6,257 participants - 7.8x that state average ($769M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $609M |
|---|---|
| Net Assets (End of Year) | $769M |
| Net Income | $63M |
| Employer EIN | 352545107 |
| Plan Effective Date | 1988-11-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Breakthru Beverage Group, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 5,658 | $537M |
| 2023 | 4 | 6,128 | $648M |
| 2024 | 4 | 6,875 | $814M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Breakthru Beverage Group 40 L(K) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Scale composition for Breakthru Beverage Group 40 L(K) Plan
Breakthru Beverage Group 40 L(K) Plan reports $769M in end-of-year assets across 6,257 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $122,873 per participant (89% of the national average assets-per-participant) . Net income for plan year 2024 was $63M.
This plan identity (EIN 352545107, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $504M to $769M (+52.7%) while covered participants moved from 5,184 to 6,257 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,184 | $504M | Open filing |
| 2023 | 5,549 | $609M | Open filing |
| 2024 · index core | 6,257 | $769M | This page |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Breakthru Beverage Group 40 L(K) Plan by total assets, not by location.
- Nacco Natural Resources Retirement Savings Plan (TX) $768M · 1,726
- Faegre Drinker Retirement Savings Plan 1 (MN) $768M · 1,352
- Northwest Permanente, P.C. Retirement Plan - Ps Aspect (OR) $768M · 1,514
- University of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing Plan (WI) $768M · 3,246
Frequently Asked Questions
How did Breakthru Beverage Group 40 L(K) Plan assets move in 2024? ▼
How have Breakthru Beverage Group, LLC plan assets changed over time? ▼
Where does Breakthru Beverage Group 40 L(K) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Breakthru Beverage Group 40 L(K) Plan? ▼
Next read for Breakthru Beverage Group 40 L(K) Plan
Filing takeaways
Ways to act on Breakthru Beverage Group 40 L(K) Plan's numbers.
- By total assets, Breakthru Beverage Group 40 L(K) 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 New York. Compare plans
- Breakthru Beverage Group, LLC's sponsor-wide assets have grown 51.6% since 2022 across 3 plan years on file. More Wholesale Trade plans