Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Soft Drink and Brewery Workers Pension Plan

Data updated 2026-08-06

$974M
Total assets: 2,113
Participants: 98th
Percentile by assets: $460,876
Avg per participant

Official DOL plan name: Soft Drink and Brewery Workers Union Local 812 Retirement Fund · Sponsored by Board of Trustees Soft Drink and Brewery Workers · New York · Manufacturing

$974M in assets, 2,113 participants

Board of Trustees Soft Drink and Brewery Workers's Soft Drink and Brewery Workers Union Local 812 Retirement Fund reported $974M in total assets and 2,113 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 116,472 plans)

Coverage in New York

Soft Drink and Brewery Workers Union Local 812 Retirement Fund covers 2,113 participants in New York, 2.7x the typical New York plan (state average ~795 per filing). Assets: $974M.

$974M
total plan assets (2024 EOY): 2,113
covered participants: 98th
percentile by assets (of 116,472 plans): $460,876
avg assets per participant

Soft Drink and Brewery Workers Union Local 812 Retirement Fund reported net income fell from $55M in the plan year 2023 filing to $40M in the plan year 2024 filing.
Soft Drink and Brewery Workers Union Local 812 Retirement Fund reported participants rose from 1,948 in the plan year 2023 filing to 2,113 in the plan year 2024 filing.
Soft Drink and Brewery Workers Union Local 812 Retirement Fund end-of-year assets rose from $934M in the plan year 2023 filing to $974M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Manufacturing

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Soft Drink and Brewery Workers Union Local 812 Retirement Fund reports 2,113 participants - 2.7x that state average ($974M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$934M
Net Assets (End of Year)	$973M
Net Income	$40M
Employer EIN	135660090
Plan Effective Date	1957-08-25
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees Soft Drink and Brewery Workers)

Total plan assets by year, all Board of Trustees Soft Drink and Brewery Workers plans on file

Year	Plans	Participants	Total Assets
2022	1	2,237	$879M
2023	1	1,948	$934M
2024	1	2,113	$974M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Soft Drink and Brewery Workers Union Local 812 Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $17.9B · 48,014
1199seiu Health Care Employees Pension Fund $16.9B · 111,833
Consolidated Edison Retirement Plan $15.6B · 10,608
Pfizer Consolidated Pension Plan $10.0B · 8,876
GE Energy Pension Plan $8.9B · 5,829

Compare Soft Drink and Brewery Workers Union Loc… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Soft Drink and Brewery Workers Union Local 812 Retirement Fund by total assets, not by location.

Snap-on Incorporated Retirement Plan (WI) $972M · 3,863
Retirement Plan of Idaho Power Company (ID) $971M · 2,113
Exelon Pension Plan (IL) $967M · 2,107
Advocate Aurora Health Pension Plan (IL) $966M · 10,936

Frequently Asked Questions

How did Soft Drink and Brewery Workers Union Local 812 Retirement Fund assets move in 2024? ▼

Soft Drink and Brewery Workers Union Local 812 Retirement Fund edged up modestly - up 4.3% during 2024, from $934M to $974M. Reported net income was $40M.

How have Board of Trustees Soft Drink and Brewery Workers plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Soft Drink and Brewery Workers's sponsor-wide assets grew 10.8%, from $879M to $974M.

Where does Soft Drink and Brewery Workers Union Local 812 Retirement Fund rank by assets among Form 5500 filers? ▼

Soft Drink and Brewery Workers Union Local 812 Retirement Fund ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Soft Drink and Brewery Workers Union Local 812 Retirement Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Snap-on Incorporated Retirement Plan in WI ($972M, 3,863 participants).

Next read for Soft Drink and Brewery Workers Union Loc…

Filing takeaways

Ways to act on Soft Drink and Brewery Workers Union Local 812 Retirement Fund's numbers.

By total assets, Soft Drink and Brewery Workers Union Local 812 Retirement Fund ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
Board of Trustees Soft Drink and Brewery Workers's sponsor-wide assets have grown 10.8% since 2022 across 3 plan years on file. More Manufacturing plans

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 135660090.

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.