401(k) · DOL Form 5500 · 2024

The Edrington Group USA, LLC 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
242
Participants Below avg headcount
83rd
Percentile by assets National rank
$182,071
Avg per participant Above avg balance/head
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Official DOL plan name: Edrington Americas 401(k) Plan · Sponsored by The Edrington Group USA, LLC · New York · Other Services

$44M in assets, 242 participants

The Edrington Group USA, LLC's Edrington Americas 401(k) Plan reported $44M in total assets and 242 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,104 in Other Services (7,719 peers)

Coverage in New York

Edrington Americas 401(k) Plan covers 242 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $44M.

#7,104
in Other Services (7,719 peers)
+27.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Edrington Americas 401(k) Plan's outsized position by total assets

Edrington Americas 401(k) Plan vs every filed plan by assets

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

$44,061,251 Top 17% higher than 83% 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

Edrington Americas 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. Edrington Americas 401(k) Plan sits mid-pack in the medium band (242 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edrington Americas 401(k) Plan reported participants rose from 182 in the plan year 2023 filing to 242 in the plan year 2024 filing.
  • Edrington Americas 401(k) Plan end-of-year assets rose from $34M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • Edrington Americas 401(k) Plan reported net income rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 680677290 · The Edrington Group USA, LLC PY 2024 · 401(k)

Edrington Americas 401(k) Plan · $44M · 242 · 83rd

  • EOY $44M
  • 5500 242
  • ASSETS 83rd
  • PCT 401(k)
  • EIN near Ajs Shared Services, LLC 401(k) Plan
  • RANK ind #7104

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 Other Services retirement plans → · Plans in New York →

Edrington Americas 401(k) Plan in the asset neighbourhood

Edrington Americas 401(k) PlanEdrington Americas 401(k) Pl…$44MAjs Shared Services, LLC 401(k) PlanAjs Shared Services, LLC 401…$44MCode42 401(k) Retirement Plan$44MMaravai Intermediate Holdings, LLC 401(k) PlanMaravai Intermediate Holding…$44MRoscoe Moss Company Profit Sharing and 401(k) PlanRoscoe Moss Company Profit S…$44M
End-of-year total assets ($M) among Edrington Americas 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$44M
Net Income$10M
Employer EIN680677290
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Edrington Group USA, LLC)

Sponsor-wide plan assets over time

All The Edrington Group USA, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$44M 71.11623961962475% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $25.8M $44.1M ▲ +71.1%
Year Plans Participants Total Assets
2022 1 170 $26M
2023 1 182 $34M
2024 1 242 $44M

Nearby 401(k) Plans in New York

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

Edrington Americas 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Edrington Americas 401(k) Plan, Total assets ($B): 0.044061251 · Participants: 242Edrington Americas 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Edrington Americas 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Edrington Americas 401(k) Plan side-by-side with 3 peers →

Edrington Americas 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ajs Shared Services, LLC 401(k) Plan in NJ ($44M); by covered participants it is Venus Construction Company 401 (K) Plan in TX (242 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (242 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 Edrington Americas 401(k) Plan assets move in 2024? ▼
Edrington Americas 401(k) Plan grew sharply - up 27.7% during 2024, from $34M to $44M. Reported net income was $10M.
How have The Edrington Group USA, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Edrington Group USA, LLC's sponsor-wide assets grew 71.1%, from $26M to $44M.
Where does Edrington Americas 401(k) Plan rank by assets among Form 5500 filers? ▼
Edrington Americas 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Edrington Americas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ajs Shared Services, LLC 401(k) Plan in NJ ($44M, 286 participants).
Which 401(k) plans cover a similar participant headcount to Edrington Americas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Venus Construction Company 401 (K) Plan in TX (242 participants, $3M 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 680677290.

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.