Breakthru Beverage Group 401(k) and retirement plans

Breakthru Beverage Group, LLC, New York, NY. EIN 35-2545107. Annual reports 2009–2024. Also filed as Sunbelt Beverage Co., LLC; Sunbelt Beverage Company, LLC; Sunbelt Beverage Co LLC (Breakthru Beverage Group); Wirtz Corporation.

Breakthru Beverage Group, LLC has 4 active retirement plans on file. The largest is the Breakthru Beverage Group 40 L(K) Plan, with 9,327 participants and $769 million in assets in 2024. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Breakthru Beverage Group's filings since 2009.

Active plans: 4
Participants: 10,018
Plan assets: $814 million
401(k) recordkeeper: Fidelity
Plans on file: 4
Industry: Wholesale trade

All 4 plans

Active plans first

Breakthru Beverage Group 40 L(K) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 35-2545107
Participants (2024): 9,327
Net assets (2024): $769 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Breakthru Beverage Group, LLC
60 East 42ND Street, Floor 49
New York, NY 10165
(212) 699-7000As filed for 2024
In effect since: November 10, 1988

Earlier sponsor: Sunbelt Beverage Co., LLC (2009–2020).

Earlier plan names: Sunbelt Beverage Company, LLC Profit Sharing Plan; Breakthru Beverage Group 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	9,327	$769 million	Fidelity
2023	7,635	$609 million	Fidelity
2022	6,818	$504 million	Fidelity
2021	6,464	$617 million	Fidelity
2020	8,327	$572 million	Fidelity
2019	7,450	$495 million	Fidelity
2018	7,795	$412 million	Fidelity
2017	3,974	$434 million	Fidelity
2016	3,948	$240 million	Fidelity
2015	2,464	$148 million	Fidelity
2014	2,387	$151 million	Fidelity
2013	2,374	$142 million	Fidelity
2012	2,308	$116 million	Fidelity
2011	2,362	$103 million	Fidelity
2010	2,358	$103 million	Fidelity
2009	2,686	$92.9 million	Fidelity

Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 007Employer EIN 35-2545107
Participants (2024): 384
Net assets (2024): $19.8 million
Recordkeeper: FidelityEarlier: MassMutual (2016–2020)
Plan administrator: Breakthru Beverage Group, LLC
60 East 42ND Street, Floor 49
New York, NY 10165
(212) 699-7000As filed for 2024
In effect since: January 1, 2016

Earlier sponsor: Breakthru Wirtz, LLC (2016–2020).

Earlier plan names: Breakthru Wirtz, LLC Union Employees 401K Profit Sharing Plan; Breakthru Wirtz, LLC Union Employees 401K Profit S.

Year by year, 2016 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	384	$19.8 million	Fidelity
2023	370	$17.3 million	Fidelity
2022	359	$15.1 million	Fidelity
2021	319	$18.2 million	Fidelity
2020	314	$15.9 million	MassMutual
2019	340	$14.0 million	MassMutual
2018	337	$11.3 million	MassMutual
2017	333	$11.5 million	MassMutual
2016	321	$9.2 million	MassMutual

Breakthru Beverage Minnesota Beer, LLC Local 792 401(k) Profit Sharing Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 35-2545107
Participants (2024): 202
Net assets (2024): $24.3 million
Recordkeeper: FidelityEarlier: MassMutual (2014–2020)
Plan administrator: Breakthru Beverage Group, LLC
60 East 42ND Street, Floor 49
New York, NY 10165
(212) 699-7000As filed for 2024
In effect since: June 1, 2010

Earlier sponsors: Wirtz Corporation (2010–2015); Breakthru Wirtz, LLC (2016–2020).

Earlier plan names: Wirtz Beverage Group MN Beer Union Employees - Local 792 401(k) Profit Sharing Plan; Breakthru Beverage Minnesota Beer, LLC Local 792 401K Profit Sharing Plan.

Year by year, 2010 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	202	$24.3 million	Fidelity
2023	207	$20.5 million	Fidelity
2022	194	$17.5 million	Fidelity
2021	145	$21.4 million	Fidelity
2020	153	$20.0 million	MassMutual
2019	153	$17.3 million	MassMutual
2018	146	$13.5 million	MassMutual
2017	141	$13.6 million	MassMutual
2016	139	$11.8 million	MassMutual
2015	133	$10.4 million	MassMutual
2014	136	$10.3 million	MassMutual
2013	126	$4.8 million	not listed
2012	78	$3.5 million	not listed
2011	74	$2.6 million	not listed
2010	78	$1.9 million	not listed

Reliable Churchill Local 570 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 35-2545107
Participants (2024): 105
Net assets (2024): $1.5 million
Last listed recordkeeper: Fidelity2015
Plan administrator: Breakthru Beverage Group, LLC
60 East 42ND Street, Floor 49
New York, NY 10165
(212) 699-7000As filed for 2024
In effect since: September 29, 2014

Earlier sponsor: Reliable Churchill LLLP (2014–2020).

Year by year, 2014 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	105	$1.5 million	not listed
2023	97	$1.4 million	not listed
2022	84	$1.1 million	not listed
2021	69	$1.1 million	not listed
2020	85	$899,508	not listed
2019	85	$702,219	not listed
2018	90	$501,239	not listed
2017	80	$410,706	not listed
2016	83	$246,069	not listed
2015	90	$124,415	Fidelity
2014	102	$24,839	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Breakthru Beverage Group 40 L(K) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((212) 699-7000). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 4 plans

Breakthru Beverage Group 40 L(K) Plan

Breakthru Beverage Locals 14, 26, 533, 710 401(k) Profit Sharing Plan

Breakthru Beverage Minnesota Beer, LLC Local 792 401(k) Profit Sharing Plan

Reliable Churchill Local 570 401(k) Plan

If you had money in one of these plans

What these numbers are

Other wholesale trade employers in NY