401(k) · DOL Form 5500 · 2022

Colonial Wholesale Beverage Corporation 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
64
Participants Small participant base
71st
Percentile by assets National rank
$217,090
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan · Sponsored by Colonial Wholesale Beverage Corporation · Massachusetts · Retail Trade

$14M in assets, 64 participants

Colonial Wholesale Beverage Corporation's Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan reported $14M in total assets and 64 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #7,779 in Retail Trade (9,519 peers)

Colonial Wholesale Beverage Corporation multi-year trail

Colonial Wholesale Beverage Corporation's plans moved +39.2% in assets from 2022 to 2024; this filing shows Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan at $14M / 64 participants.

#7,779
in Retail Trade (9,519 peers)
-20.6%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan's outsized position by total assets

Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,893,737 Top 29% higher than 71% 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

Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan is a small filing (64 participants) on this national headcount ladder.

DOL schedule card

Filing strip 041195925 · Colonial Wholesale Beverage Corporation PY 2022 · 401(k)

Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan · $14M · 64 · 71st

  • TYPE $14M
  • TYPE 64
  • TYPE 71st
  • TYPE 401(k)
  • TYPE near Advanced Circuits, Inc. Retirement Savings Plan
  • TYPE ind #7779

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 Massachusetts →

Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Colonial Wholesale Beverage Corporation 401(k) Profit Sharing PlanColonial Wholesale Beverage …$14MAdvanced Circuits, Inc. Retirement Savings PlanAdvanced Circuits, Inc. Reti…$14MLemonade, Inc. 401(k) Plan$14MStorer Transportation Service, Inc. Profit Sharing 401(k) PlanStorer Transportation Servic…$14MBlair, Church & Flynn Consulting Engineers Retirement PlanBlair, Church & Flynn Consul…$14M
End-of-year total assets ($M) among Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Colonial Wholesale Beverage Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Colonial Wholesale Beverage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$19M 39.21641096272371% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.9M $19.3M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 64 $14M
2023 1 64 $17M
2024 1 63 $19M

Colonial Wholesale Beverage Corporation filing trail (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$14M
Net Income-$4M
Employer EIN041195925
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.013893737 · Participants: 64Colonial Wholesale Beverage Corporation 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Advanced Circuits, Inc. Retirement Savings Plan in CO ($14M); by covered participants it is Boise Floor Covering and Design Profit Sharing and 401(k) Plan in ID (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan assets move in 2022? ▼
Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan declined sharply - down 20.6% during 2022, from $18M to $14M. Reported net income was -$4M.
How have Colonial Wholesale Beverage Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colonial Wholesale Beverage Corporation's sponsor-wide assets grew 39.2%, from $14M to $19M.
Which 401(k) plans are similar in size to Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Circuits, Inc. Retirement Savings Plan in CO ($14M, 339 participants).
Which 401(k) plans cover a similar participant headcount to Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boise Floor Covering and Design Profit Sharing and 401(k) Plan in ID (64 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041195925.

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.