401(k) · DOL Form 5500 · 2022

United Beverages of North Carolina, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
166
Participants Small participant base
76th
Percentile by assets National rank
$110,055
Avg per participant Below avg balance/head
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Official DOL plan name: United Beverages of North Carolina, LLC 401(k) Plan · Sponsored by United Beverages of North Carolina, LLC · North Carolina · Wholesale Trade

$18M in assets, 166 participants

United Beverages of North Carolina, LLC's United Beverages of North Carolina, LLC 401(k) Plan reported $18M in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,988 in Wholesale Trade (6,843 peers)

Coverage in North Carolina

United Beverages of North Carolina, LLC 401(k) Plan covers 166 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $18M.

#4,988
in Wholesale Trade (6,843 peers)
-31.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Beverages of North Carolina, LLC 401(k) Plan's outsized position by total assets

United Beverages of North Carolina, LLC 401(k) Plan vs every filed plan by assets

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

$18,269,089 Top 24% higher than 76% 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

United Beverages of North Carolina, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Beverages of North Carolina, LLC 401(k) Plan sits mid-pack in the medium band (166 participants).

Published 5500 schedule card

Filing strip 571168244 · United Beverages of North Carolina, LLC PY 2022 · 401(k)

United Beverages of North Carolina, LLC 401(k) Plan · $18M · 166 · 76th

  • BOOK $18M
  • BOOK 166
  • BOOK 76th
  • BOOK 401(k)
  • BOOK near Schimenti Construction Company, LLC 401(k) Plan
  • BOOK ind #4988

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 Wholesale Trade retirement plans → · Plans in North Carolina →

United Beverages of North Carolina, LLC 401(k) Plan in the asset neighbourhood

United Beverages of North Carolina, LLC 401(k) PlanUnited Beverages of North Ca…$18MSchimenti Construction Company, LLC 401(k) PlanSchimenti Construction Compa…$18MAfc Industries, Inc. Profit Sharing PlanAfc Industries, Inc. Profit …$18MCornerstone Wauseon 401(k) PlanCornerstone Wauseon 401(k) P…$18MOtis Health Care Center 401(k) PlanOtis Health Care Center 401(…$18M
End-of-year total assets ($M) among United Beverages of North Carolina, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$18M
Net Income-$8M
Employer EIN571168244
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Beverages of North Carolina, LLC)

Sponsor-wide plan assets over time

All United Beverages of North Carolina, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 34.28084454566947% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.3M $24.5M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 166 $18M
2023 1 168 $22M
2024 1 174 $25M

Nearby 401(k) Plans in North Carolina

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

United Beverages of North Carolina, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants United Beverages of North Carolina, LLC 401(k) Plan, Total assets ($B): 0.018269089 · Participants: 166United Beverages of North Carolina, LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
United Beverages of North Carolina, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare United Beverages of North Carolina, LLC 401(k) Plan side-by-side with 3 peers →

United Beverages of North Carolina, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Schimenti Construction Company, LLC 401(k) Plan in CT ($18M); by covered participants it is Client Solution Architects, LLC 401(k) Plan in PA (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (166 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 United Beverages of North Carolina, LLC 401(k) Plan assets move in 2022? ▼
United Beverages of North Carolina, LLC 401(k) Plan contracted severely - down 31.6% during 2022, from $27M to $18M. Reported net income was -$8M.
How have United Beverages of North Carolina, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Beverages of North Carolina, LLC's sponsor-wide assets grew 34.3%, from $18M to $25M.
Where does United Beverages of North Carolina, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
United Beverages of North Carolina, LLC 401(k) Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to United Beverages of North Carolina, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schimenti Construction Company, LLC 401(k) Plan in CT ($18M, 275 participants).
Which 401(k) plans cover a similar participant headcount to United Beverages of North Carolina, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Client Solution Architects, LLC 401(k) Plan in PA (166 participants, N/A 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 571168244.

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.