401(k) · DOL Form 5500 · 2022

Ashok Javia 401(k) Plan

Data updated 2026-08-25

$161K
Total assets Small plan by assets
3
Participants Small participant base
9th
Percentile by assets National rank
$53,606
Avg per participant Low balance/head
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Official DOL plan name: Drinks by the Case 401(k) Profit Sharing Plan & Trust · Sponsored by Ashok Javia · Texas · Retail Trade

$161K in assets, 3 participants

Ashok Javia's Drinks by the Case 401(k) Profit Sharing Plan & Trust reported $161K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,271 in Retail Trade (9,519 peers)

Ashok Javia multi-year trail

Ashok Javia's plans moved +228.0% in assets from 2022 to 2024; this filing shows Drinks by the Case 401(k) Profit Sharing Plan & Trust at $161K / 3 participants.

#1,271
in Retail Trade (9,519 peers)
+72.2%
assets growth YoY

Drinks by the Case 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Drinks by the Case 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$160,818 9th percentile higher than 9% of 139,123 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 2022

Drinks by the Case 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Drinks by the Case 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 752573587 · Ashok Javia PY 2022 · 401(k)

Drinks by the Case 401(k) Profit Sharing Plan & Trust · $161K · 3 · 9th

  • BOOK $161K
  • BOOK 3
  • BOOK 9th
  • BOOK 401(k)
  • BOOK near Rift Valley Software, Inc. 401(k) Plan
  • BOOK ind #1271

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 Retail Trade retirement plans → · Plans in Texas →

Drinks by the Case 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Drinks by the Case 401(k) Profit Sharing Plan & TrustDrinks by the Case 401(k) Pr…$161KRift Valley Software, Inc. 401(k) PlanRift Valley Software, Inc. 4…$161KD-7 Roofing LLC 401(k) Plan$161KCavalesso Management Corporation Profit Sharing PlanCavalesso Management Corpora…$161KVespa Foods Retirement Plan$161K
End-of-year total assets ($M) among Drinks by the Case 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ashok Javia multi-year asset trail

Sponsor-wide plan assets over time

All Ashok Javia plans reported in each filing year

Latest sponsor-wide plan assets
$528K 228.0111679040903% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.16M $0.53M ▲ +231.3%
Year Plans Participants Total Assets
2022 1 3 $161K
2023 1 3 $434K
2024 1 6 $528K

Ashok Javia filing trail (2022)

Total Assets (Beginning of Year)$93K
Net Assets (End of Year)$161K
Net Income$67K
Employer EIN752573587
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Drinks by the Case 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Drinks by the Case 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000160818 · Participants: 3Drinks by the Case 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Drinks by the Case 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants

Drinks by the Case 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Rift Valley Software, Inc. 401(k) Plan in NY ($161K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($161K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Drinks by the Case 401(k) Profit Sharing Plan & Trust assets move in 2022?
Drinks by the Case 401(k) Profit Sharing Plan & Trust surged - up 72.2% during 2022, from $93K to $161K. Reported net income was $67K.
How have Ashok Javia plan assets changed over time?
Across 3 plan years on file (2022-2024), Ashok Javia's sponsor-wide assets grew 228.0%, from $161K to $528K.
Where does Drinks by the Case 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers?
Drinks by the Case 401(k) Profit Sharing Plan & Trust ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Drinks by the Case 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Rift Valley Software, Inc. 401(k) Plan in NY ($161K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Drinks by the Case 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A in assets).