401(k) · DOL Form 5500 · 2022

Carolina Beverage Group, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
399
Participants Below avg headcount
52nd
Percentile by assets National rank
$13,729
Avg per participant Low balance/head
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Official DOL plan name: Carolina Beverage Group LLC 401(k) Retirement Plan · Sponsored by Carolina Beverage Group, LLC · North Carolina · Manufacturing

$5M in assets, 399 participants

Carolina Beverage Group, LLC's Carolina Beverage Group LLC 401(k) Retirement Plan reported $5M in total assets and 399 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #7,523 in Manufacturing (20,602 peers)

Coverage in North Carolina

Carolina Beverage Group LLC 401(k) Retirement Plan covers 399 participants in North Carolina, about 49% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#7,523
in Manufacturing (20,602 peers)
-9.4%
assets change YoY

The plan reported a net loss of $572K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carolina Beverage Group LLC 401(k) Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Carolina Beverage Group LLC 401(k) Retirement Plan vs every filed plan by assets

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

$5,477,902 Top 48% higher than 52% 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

Carolina Beverage Group LLC 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. Carolina Beverage Group LLC 401(k) Retirement Plan sits mid-pack in the medium band (399 participants).

Published 5500 schedule card

Filing strip 611669373 · Carolina Beverage Group, LLC PY 2022 · 401(k)

Carolina Beverage Group LLC 401(k) Retirement Plan · $5M · 399 · 52nd

  • PART $5M
  • PART 399
  • PART 52nd
  • PART 401(k)
  • PART near Advanced Composites 401(k) Plan
  • PART ind #7523

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 Manufacturing retirement plans → · Plans in North Carolina →

Carolina Beverage Group LLC 401(k) Retirement Plan in the asset neighbourhood

Carolina Beverage Group LLC 401(k) Retirement PlanCarolina Beverage Group LLC …$5MAdvanced Composites 401(k) PlanAdvanced Composites 401(k) P…$5MLoeb Partners Corporation Profit Sharing PlanLoeb Partners Corporation Pr…$5MOzark Tri-County Health Care Consortium Dba Access Family Care 401(k) PlanOzark Tri-County Health Care…$5MMarek & Lanker, LLP 401(k) Profit Sharing PlanMarek & Lanker, LLP 401(k) P…$5M
End-of-year total assets ($M) among Carolina Beverage Group LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$572K
Employer EIN611669373
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carolina Beverage Group, LLC)

Sponsor-wide plan assets over time

All Carolina Beverage Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 52.00505595025249% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.48M $8.33M ▲ +52.0%
Year Plans Participants Total Assets
2022 1 399 $5M
2023 1 479 $7M
2024 1 507 $8M

Nearby 401(k) Plans in North Carolina

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

Carolina Beverage Group LLC 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Carolina Beverage Group LLC 401(k) Retirement Plan, Total assets ($B): 0.005477902 · Participants: 399Carolina Beverage Group LLC 401(k) Retirement 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
Carolina Beverage Group LLC 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Beverage Group LLC 401(k) Retirement Plan side-by-side with 3 peers →

Carolina Beverage Group LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Advanced Composites 401(k) Plan in UT ($5M); by covered participants it is Umlaut Group 401(k) Plan in MI (399 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (399 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 Carolina Beverage Group LLC 401(k) Retirement Plan assets move in 2022? ▼
Carolina Beverage Group LLC 401(k) Retirement Plan pulled back noticeably - down 9.4% during 2022, from $6M to $5M. Reported net income was -$572K.
How have Carolina Beverage Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Beverage Group, LLC's sponsor-wide assets grew 52.0%, from $5M to $8M.
Which 401(k) plans are similar in size to Carolina Beverage Group LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Composites 401(k) Plan in UT ($5M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Beverage Group LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Umlaut Group 401(k) Plan in MI (399 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 611669373.

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.