401(k) · DOL Form 5500 · 2022

Union Beverage Packers LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
400
Participants Below avg headcount
33rd
Percentile by assets National rank
$4,903
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Union Beverage 401(k) Plan · Sponsored by Union Beverage Packers LLC · New Jersey · Manufacturing

$2M in assets, 400 participants

Union Beverage Packers LLC's Union Beverage 401(k) Plan reported $2M in total assets and 400 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #3,588 in Manufacturing (20,602 peers)

Coverage in New Jersey

Union Beverage 401(k) Plan covers 400 participants in New Jersey, about 47% of the average New Jersey filer (state average ~844 per filing). Assets: $2M.

#3,588
in Manufacturing (20,602 peers)
+38.1%
assets growth YoY

Union Beverage 401(k) Plan among the smaller filed plans by assets

Union Beverage 401(k) Plan vs every filed plan by assets

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

$1,961,106 33rd percentile higher than 33% 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

Union Beverage 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. Union Beverage 401(k) Plan sits mid-pack in the medium band (400 participants).

Form 5500 schedule snapshot

Filing strip 260060952 · Union Beverage Packers LLC PY 2022 · 401(k)

Union Beverage 401(k) Plan · $2M · 400 · 33rd

  • 5500 $2M
  • ASSETS 400
  • PCT 33rd
  • EIN 401(k)
  • RANK near Ascenda USA 401(k) Plan
  • PHOTO ind #3588

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 New Jersey →

Union Beverage 401(k) Plan in the asset neighbourhood

Union Beverage 401(k) Plan$2MAscenda USA 401(k) Plan$2MSteno 401(k) Plan$2MNeuman Hotel Group 401(k) PlanNeuman Hotel Group 401(k) Pl…$2MAstec Employees 401(k) Plan$2M
End-of-year total assets ($M) among Union Beverage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$541K
Employer EIN260060952
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Beverage Packers LLC)

Sponsor-wide plan assets over time

All Union Beverage Packers LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 126.54598986490278% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.96M $4.44M ▲ +126.5%
Year Plans Participants Total Assets
2022 1 400 $2M
2023 1 340 $3M
2024 1 321 $4M

Nearby 401(k) Plans in New Jersey

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

Union Beverage 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Union Beverage 401(k) Plan, Total assets ($B): 0.001961106 · Participants: 400Union Beverage 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Union Beverage 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Union Beverage 401(k) Plan side-by-side with 3 peers →

Union Beverage 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Ascenda USA 401(k) Plan in CO ($2M); by covered participants it is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (400 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (400 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 Union Beverage 401(k) Plan assets move in 2022? ▼
Union Beverage 401(k) Plan surged - up 38.1% during 2022, from $1M to $2M. Reported net income was $541K.
How have Union Beverage Packers LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Beverage Packers LLC's sponsor-wide assets grew 126.5%, from $2M to $4M.
Which 401(k) plans are similar in size to Union Beverage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ascenda USA 401(k) Plan in CO ($2M, 450 participants).
Which 401(k) plans cover a similar participant headcount to Union Beverage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (400 participants, $481K 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 260060952.

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.