401(k) · DOL Form 5500 · 2022

City Beverage-Illinois, L.L.C. Dba Lakeshore Beverage 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
322
Participants Below avg headcount
79th
Percentile by assets National rank
$68,762
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lakeshore Beverage 401(k) Plan · Sponsored by City Beverage-Illinois, L.L.C. Dba Lakeshore Beverage · Tennessee · Wholesale Trade

$22M in assets, 322 participants

City Beverage-Illinois, L.L.C. Dba Lakeshore Beverage's Lakeshore Beverage 401(k) Plan reported $22M in total assets and 322 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,286 in Wholesale Trade (6,843 peers)

Coverage in Tennessee

Lakeshore Beverage 401(k) Plan covers 322 participants in Tennessee, about 29% of the average Tennessee filer (state average ~1,126 per filing). Assets: $22M.

#5,286
in Wholesale Trade (6,843 peers)
-14.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lakeshore Beverage 401(k) Plan's outsized position by total assets

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

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

$22,141,422 Top 21% higher than 79% 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

Lakeshore 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. Lakeshore Beverage 401(k) Plan sits mid-pack in the medium band (322 participants).

Published 5500 schedule card

Filing strip 203389424 · City Beverage-Illinois, L.L.C. Dba Lakeshore Beverage PY 2022 · 401(k)

Lakeshore Beverage 401(k) Plan · $22M · 322 · 79th

  • TYPE $22M
  • TYPE 322
  • TYPE 79th
  • TYPE 401(k)
  • TYPE near Service Champions 401(k) Plan
  • TYPE ind #5286

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 Tennessee →

Lakeshore Beverage 401(k) Plan in the asset neighbourhood

Lakeshore Beverage 401(k) PlanLakeshore Beverage 401(k) Pl…$22MService Champions 401(k) Plan$22MEngis Corporation Profit Sharing and 401(k) PlanEngis Corporation Profit Sha…$22MPacolet Milliken, LLC Retirement PlanPacolet Milliken, LLC Retire…$22MOnsolve, LLC 401(k) Plan$22M
End-of-year total assets ($M) among Lakeshore Beverage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$22M
Net Income-$4M
Employer EIN203389424
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (City Beverage-Illinois, L.L.C. Dba Lakeshore Beverage)

Sponsor-wide plan assets over time

All City Beverage-Illinois, L.L.C. Dba Lakeshore Beverage plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $22.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 322 $22M
2023 1 350 $27M
2024 1 336 N/A

Nearby 401(k) Plans in Tennessee

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

Lakeshore Beverage 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Lakeshore Beverage 401(k) Plan, Total assets ($B): 0.022141422 · Participants: 322Lakeshore Beverage 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Lakeshore Beverage 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Lakeshore Beverage 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Service Champions 401(k) Plan in CA ($22M); by covered participants it is Ipc 401(k) Plan in MA (322 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (322 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 Lakeshore Beverage 401(k) Plan assets move in 2022? ▼
Lakeshore Beverage 401(k) Plan pulled back noticeably - down 14.8% during 2022, from $26M to $22M. Reported net income was -$4M.
Where does Lakeshore Beverage 401(k) Plan rank by assets among Form 5500 filers? ▼
Lakeshore Beverage 401(k) Plan ranks in the 79th 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 Lakeshore Beverage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Service Champions 401(k) Plan in CA ($22M, 1,120 participants).
Which 401(k) plans cover a similar participant headcount to Lakeshore Beverage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ipc 401(k) Plan in MA (322 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 203389424.

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.