401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$18M
Total assets
166
Participants
76th
Percentile by assets
$110,055
Avg per participant
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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.

  • 76th percentile by assets (of 139,126 plans)
  • #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.

$18M
total plan assets (2022 EOY)
166
covered participants
76th
percentile by assets (of 139,126 plans)
$110,055
avg assets per participant

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.

Where United Beverages of North Carolina, LLC 401(k) Plan sits 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 $2,010,000,000 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

State
North Carolina
Industry
Wholesale Trade

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. United Beverages of North Carolina, LLC 401(k) Plan reports 166 participants - about 20% of that state average ($18M EOY assets).

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)

$16M$18M$20M$22M$24M$26M 202220232024 $18.3M $24.5M ▲ +34.3%
Total plan assets by year, all United Beverages of North Carolina, LLC plans on file
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 ($B) Participants United Beverages of …, Total assets ($B): 0.018269089 · Participants: 166United Beverages of …The Bank of America …, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retireme…Truist Financial Cor…, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Cor…Lowes 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 … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to United Beverages of North Carolina, LLC 401(k) Plan by total assets, not by location.

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).

Next read for United Beverages of North Carolina, LLC …

Filing takeaways

Ways to act on United Beverages of North Carolina, LLC 401(k) Plan's numbers.

  • By total assets, United Beverages of North Carolina, LLC 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
  • United Beverages of North Carolina, LLC's sponsor-wide assets have grown 34.3% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.