401(k) · DOL Form 5500 · 2022

Markstein Sales Co. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
133
Participants Small participant base
62nd
Percentile by assets National rank
$65,714
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Markstein Beverage Co. 401(k) Retirement Plan · Sponsored by Markstein Sales Co. · California · Wholesale Trade

$9M in assets, 133 participants

Markstein Sales Co.'s Markstein Beverage Co. 401(k) Retirement Plan reported $9M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,669 in Wholesale Trade (6,843 peers)

Coverage in California

Markstein Beverage Co. 401(k) Retirement Plan covers 133 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $9M.

#3,669
in Wholesale Trade (6,843 peers)
-15.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Markstein Beverage Co. 401(k) Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Markstein Beverage Co. 401(k) Retirement Plan vs every filed plan by assets

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

$8,739,949 Top 38% higher than 62% 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

Markstein Beverage Co. 401(k) Retirement 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. Markstein Beverage Co. 401(k) Retirement Plan sits mid-pack in the medium band (133 participants).

Published 5500 schedule card

Filing strip 941307057 · Markstein Sales Co. PY 2022 · 401(k)

Markstein Beverage Co. 401(k) Retirement Plan · $9M · 133 · 62nd

  • NET $9M
  • NET 133
  • NET 62nd
  • NET 401(k)
  • NET near Trigyn Technologies, Inc. 401(k) Plan
  • NET ind #3669

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 California →

Markstein Beverage Co. 401(k) Retirement Plan in the asset neighbourhood

Markstein Beverage Co. 401(k) Retirement PlanMarkstein Beverage Co. 401(k…$9MTrigyn Technologies, Inc. 401(k) PlanTrigyn Technologies, Inc. 40…$9MTrane Technologies Employee Savings Plan for Bargained EmployeesTrane Technologies Employee …$9MBeaumont Financial Partners, LLC 401(k) Profit Sharing PlanBeaumont Financial Partners,…$9MReaveley Engineers & Associates, Inc. 401(k) Profit Sharing PlanReaveley Engineers & Associa…$9M
End-of-year total assets ($M) among Markstein Beverage Co. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN941307057
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Markstein Sales Co.)

Sponsor-wide plan assets over time

All Markstein Sales Co. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 38.835901674025784% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.74M $12.1M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 133 $9M
2023 1 145 $11M
2024 1 180 $12M

Nearby 401(k) Plans in California

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

Markstein Beverage Co. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Markstein Beverage Co. 401(k) Retirement Plan, Total assets ($B): 0.008739949 · Participants: 133Markstein Beverage Co. 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Markstein Beverage Co. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Markstein Beverage Co. 401(k) Retirement Plan side-by-side with 3 peers →

Markstein Beverage Co. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Trigyn Technologies, Inc. 401(k) Plan in NJ ($9M); by covered participants it is Ari Retirement Plan in IL (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Markstein Beverage Co. 401(k) Retirement Plan assets move in 2022? ▼
Markstein Beverage Co. 401(k) Retirement Plan declined sharply - down 15.8% during 2022, from $10M to $9M. Reported net income was -$2M.
How have Markstein Sales Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Markstein Sales Co.'s sponsor-wide assets grew 38.8%, from $9M to $12M.
Which 401(k) plans are similar in size to Markstein Beverage Co. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trigyn Technologies, Inc. 401(k) Plan in NJ ($9M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Markstein Beverage Co. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ari Retirement Plan in IL (133 participants, $990K 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 941307057.

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.