Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees Soft Drink and Brewery Workers Pension Plan
Data updated 2026-08-25
- $974M
- Total assets Above avg plan size
- 2,113
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $460,876
- Avg per participant High balance/head
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.
- #17,300 in Manufacturing (17,777 peers)
Coverage in New York
Soft Drink and Brewery Workers Union Local 812 Retirement Fund covers 2,113 participants in New York, 2.6x the typical New York plan (state average ~798 per filing). Assets: $974M.
- #17,300
- in Manufacturing (17,777 peers)
- +4.3%
- assets growth YoY
- 9.8×
- vs typical plan assets (national mean)
Soft Drink and Brewery Workers Union Local 812 Retirement Fund's outsized position by total assets
Soft Drink and Brewery Workers Union Local 812 Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$973,831,860 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
Soft Drink and Brewery Workers Union Local 812 Retirement Fund'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. Soft Drink and Brewery Workers Union Local 812 Retirement Fund lands in the large band (2,113 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
EBSA filing schedule strip
Filing strip 135660090 · Board of Trustees Soft Drink and Brewery Workers PY 2024 · Defined Benefit (Pension)
Soft Drink and Brewery Workers Union Local 812 Retirement Fund · $974M · 2,113 · 98th
- TYPE $974M
- TYPE 2,113
- TYPE 98th
- TYPE Defined Benefit (Pension)
- TYPE near Snap-on Incorporated Retirement Plan
- TYPE ind #17300
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 York →
Soft Drink and Brewery Workers Union Local 812 Retirement Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees Soft Drink and Brewery Workers plans reported in each filing year
- Latest sponsor-wide plan assets
- $974M 10.82655204873614% vs 2022
- 2024 filing year
| 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.
- 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
Soft Drink and Brewery Workers Union Local 812 Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Snap-on Incorporated Retirement Plan in WI ($972M); by covered participants it is Ufcw Intl Union Pension Plan for Employees in DC (2,113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($974M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,113 participants); asset peers above are excluded.
- Ufcw Intl Union Pension Plan for Employees (DC) 2,113 · 0 off
- Trustage Pension Plan for Non-Represented Employees (WI) 2,107 · 6 off
- IBEW 332 Pension Plan - Part a (CA) 2,119 · 6 off
- Tenth Amended & Restated Owens-Illinois Hourly Retirement Plan (OH) 2,122 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.