401(k) · DOL Form 5500 · 2024
Breakthru Beverage Group, LLC 401(k) Plan
Data updated 2026-08-25
- $769M
- Total assets Above avg plan size
- 6,257
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $122,873
- Avg per participant Near avg balance/head
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.
- #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.
- #6,005
- in Wholesale Trade (6,080 peers)
- +26.2%
- assets growth YoY
- 7.7×
- vs typical plan assets (national mean)
Breakthru Beverage Group 40 L(K) Plan's outsized position by total assets
Breakthru Beverage Group 40 L(K) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$768,817,780 Top 2% higher than 98% 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
Breakthru Beverage Group 40 L(K) 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. Breakthru Beverage Group 40 L(K) Plan lands in the large band (6,257 participants).
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.
Plan-year Form 5500 strip
Filing strip 352545107 · Breakthru Beverage Group, LLC PY 2024 · 401(k)
Breakthru Beverage Group 40 L(K) Plan · $769M · 6,257 · 98th
- 5500 $769M
- 5500 6,257
- 5500 98th
- 5500 401(k)
- 5500 near Nacco Natural Resources Retirement Savings Plan
- 5500 ind #6005
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 →
Breakthru Beverage Group 40 L(K) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Breakthru Beverage Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $814M 51.62980080168881% vs 2022
- 2024 filing year
| 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.
- 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 |
Breakthru Beverage Group 40 L(K) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Nacco Natural Resources Retirement Savings Plan in TX ($768M); by covered participants it is Borgwarner Inc. Retirement Savings Plan in MI (6,261 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($769M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (6,257 participants); asset peers above are excluded.
- Borgwarner Inc. Retirement Savings Plan (MI) 6,261 · 4 off
- Crete Carrier Corporation 401(k) Profit Sharing Plan (NE) 6,248 · 9 off
- Axios Incorporated Multiple Employer Retirement Savings Plan and Trust (MI) 6,271 · 14 off
- Inland Empire IBEW-NECA Defined Contribution Plan (PA) 6,273 · 16 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.