How big is Surly Brewing Co.'s plan?

Surly Brewing Co.'s plan reported $5.9M in assets and 291 participants for 2024.

Original filing (PDF)20250922125601NAL0005261441001

Surly Brewing Co.

Name: Surly Brewing Co. — Surly Brewing Co. 401(k) Plan, Form 5500 (2024)
Creator: Surly Brewing Co.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Surly Brewing Co. 401(k) Plan

401(k) retirement plan · Surly Brewing Co.'s Surly Brewing Co. 401(k) Plan held $5.9M in plan assets for 291 participants in 2024, with Empower as recordkeeper.

Active participants

291

Accounts w/ balance

153

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

People on this filing

Jason Peterson signed Surly Brewing Co.'s 2024 Form 5500 as plan administrator.

Jason Peterson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Surly Brewing Co.'s EIN is 20-1385809.

EIN 20-1385809

Plan number 001

Plan year 2024

ACK ID 20250922125601NAL0005261441001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Surly Brewing Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Surly Brewing Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SURLY BREWING CO..

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How this plan invests

This plan

23 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Plan sponsor

Name

SURLY BREWING CO.

EIN

all filings

Address

4811 DUSHARME DRIVE · BROOKLYN CENTER, MN · 55429

Phone

(763) 999-4035

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$19K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$5K	—

Investments

23 direct securities· $5.9M(100% of reported assets)

Other securities

$3.4M

12 holdings

Common Collective Trusts

$1.5M

3 holdings

Mutual Funds

$1.1M

7 holdings

Bonds / Notes

$19K

1 holding

					% of plan
Vanguard 500 Index Admiral N/R	Common Collective Trusts	—	—	$1.0M	17.1%
American Century Investments American Century One Choice 2050 I N/R	Other securities	—	—	$781K	13.1%
Vanguard Small Cap Index Adm N/R	Mutual Funds	—	—	$729K	12.3%
American Century Investments American Century One Choice 2045 I N/R	Other securities	—	—	$546K	9.2%
American Century Investments American Century One Choice 2055 I N/R	Other securities	—	—	$445K	7.5%
American Century Investments American Century One Choice 2030 I N/R	Other securities	—	—	$422K	7.1%
AllianceBernstein AB Large Cap Growth I N/R	Other securities	—	—	$381K	6.4%
American Century Investments American Century One Choice 2040 I N/R	Other securities	—	—	$298K	5.0%
Nuveen International Equity Index R6 N/R	Common Collective Trusts	—	—	$286K	4.8%
Vanguard Mid Cap Index Fund - Admiral N/R	Common Collective Trusts	—	—	$172K	2.9%
American Century Investments American Century One Choice 2060 I N/R	Other securities	—	—	$149K	2.5%
American Century Investments American Century One Choice 2035 I N/R	Other securities	—	—	$130K	2.2%
Franklin Templeton Investments Putnam Large Cap Value Y N/R	Mutual Funds	—	—	$87K	1.5%
PGIM Total Return Bond Z N/R	Other securities	—	—	$75K	1.3%
Fidelity Investments Fidelity Advisory International Growth Z N/R	Mutual Funds	—	—	$68K	1.1%
Empower Annuity Insurance Key Guaranteed Portfolio Fund N/R	Other securities	—	—	$64K	1.1%
MFS Mid Cap Value R3 N/R	Mutual Funds	—	—	$62K	1.0%
American Century Investments American Century Small Cap Value R6 N/R	Other securities	—	—	$55K	0.9%
MFS Mid Cap Growth R6 N/R	Mutual Funds	—	—	$45K	0.8%
Nuveen Real Estate Securities A N/R	Mutual Funds	—	—	$45K	0.8%
AllianceBernstein AB Small Cap Growth Z N/R	Other securities	—	—	$37K	0.6%
PIMCO Diversified Inc Instl N/R	Mutual Funds	—	—	$33K	0.5%
Company of America * Participant Loans Interest rates: 9.0% $0	Bonds / Notes	—	—	$19K	0.3%