401(k) · DOL Form 5500 · 2022

Penn Beer Distributors, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
79
Participants Small participant base
68th
Percentile by assets National rank
$151,768
Avg per participant Above avg balance/head
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Official DOL plan name: Penn Beer Sales & Service Employees' Profit Sharing Plan · Sponsored by Penn Beer Distributors, Inc. · Pennsylvania · Wholesale Trade

$12M in assets, 79 participants

Penn Beer Distributors, Inc.'s Penn Beer Sales & Service Employees' Profit Sharing Plan reported $12M in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,256 in Wholesale Trade (6,843 peers)

2022 asset change

Penn Beer Sales & Service Employees' Profit Sharing Plan declined sharply 16.4% in 2022 ($14M → $12M) for 79 participants.

#4,256
in Wholesale Trade (6,843 peers)
-16.4%
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.

Penn Beer Sales & Service Employees' Profit Sharing Plan's outsized position by total assets

Penn Beer Sales & Service Employees' Profit Sharing Plan vs every filed plan by assets

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

$11,989,706 Top 32% higher than 68% 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

Penn Beer Sales & Service Employees' Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penn Beer Sales & Service Employees' Profit Sharing Plan is a small filing (79 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 231397236 · Penn Beer Distributors, Inc. PY 2022 · 401(k)

Penn Beer Sales & Service Employees' Profit Sharing Plan · $12M · 79 · 68th

  • EOY $12M
  • 5500 79
  • ASSETS 68th
  • PCT 401(k)
  • EIN near Boys & Girls Clubs of San Francisco Retirement Plan
  • RANK ind #4256

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 Pennsylvania →

Penn Beer Sales & Service Employees' Profit Sharing Plan in the asset neighbourhood

Penn Beer Sales & Service Employees' Profit Sharing PlanPenn Beer Sales & Service Em…$12MBoys & Girls Clubs of San Francisco Retirement PlanBoys & Girls Clubs of San Fr…$12MCustom Learning Designs, Inc. 401(k) PlanCustom Learning Designs, Inc…$12MHawaiian Rock Products Retirement Savings Plan for Hourly EmployeesHawaiian Rock Products Retir…$12MServicemaster Brands 401(k) PlanServicemaster Brands 401(k) …$12M
End-of-year total assets ($M) among Penn Beer Sales & Service Employees' Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Penn Beer Distributors, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Penn Beer Distributors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 3.2952184148635504% vs 2022
2023 filing year
$11.8M$12M$12.2M$12.4M$12.6M 20222023 $12M $12.4M ▲ +3.3%
Year Plans Participants Total Assets
2022 1 79 $12M
2023 1 82 $12M

2022 asset-move particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN231397236
Plan Effective Date1966-04-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Penn Beer Sales & Service Employees' Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Penn Beer Sales & Service Employees' Profit Sharing Plan, Total assets ($B): 0.011989706 · Participants: 79Penn Beer Sales & Service Employees' Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Penn Beer Sales & Service Employees' Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Penn Beer Sales & Service Employees' Profit Sharing Plan side-by-side with 3 peers →

Penn Beer Sales & Service Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Boys & Girls Clubs of San Francisco Retirement Plan in CA ($12M); by covered participants it is Urbieta 401(k) Plan in FL (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Penn Beer Sales & Service Employees' Profit Sharing Plan assets move in 2022? ▼
Penn Beer Sales & Service Employees' Profit Sharing Plan declined sharply - down 16.4% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Penn Beer Distributors, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Penn Beer Distributors, Inc.'s sponsor-wide assets grew 3.3%, from $12M to $12M.
Which 401(k) plans are similar in size to Penn Beer Sales & Service Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boys & Girls Clubs of San Francisco Retirement Plan in CA ($12M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Penn Beer Sales & Service Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Urbieta 401(k) Plan in FL (79 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 231397236.

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.