401(k) · DOL Form 5500 · 2022

Refreshment Services, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
441
Participants Below avg headcount
78th
Percentile by assets National rank
$47,742
Avg per participant Low balance/head
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Official DOL plan name: Refreshment Services, Inc. 401(k) Plan · Sponsored by Refreshment Services, Inc. · Illinois · Wholesale Trade

$21M in assets, 441 participants

Refreshment Services, Inc.'s Refreshment Services, Inc. 401(k) Plan reported $21M in total assets and 441 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,217 in Wholesale Trade (6,843 peers)

Where Refreshment Services, Inc. 401(k) Plan sits by assets

Refreshment Services, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $21M for 441 participants (~$47,742/participant), down 16.4% in 2022.

#5,217
in Wholesale Trade (6,843 peers)
-16.4%
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.

Refreshment Services, Inc. 401(k) Plan's outsized position by total assets

Refreshment Services, Inc. 401(k) Plan vs every filed plan by assets

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

$21,054,296 Top 22% higher than 78% 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

Refreshment Services, Inc. 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. Refreshment Services, Inc. 401(k) Plan sits mid-pack in the medium band (441 participants).

Plan-year Form 5500 strip

Filing strip 371041383 · Refreshment Services, Inc. PY 2022 · 401(k)

Refreshment Services, Inc. 401(k) Plan · $21M · 441 · 78th

  • BOY $21M
  • SCH 441
  • EBSA 78th
  • PART 401(k)
  • TYPE near Pha, LLC 401(k) Profit Sharing Plan
  • NET ind #5217

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 Illinois →

Refreshment Services, Inc. 401(k) Plan in the asset neighbourhood

Whalley Computer Associates, Inc. 401(k) PlanWhalley Computer Associates,…$21MRefreshment Services, Inc. 401(k) PlanRefreshment Services, Inc. 4…$21MPha, LLC 401(k) Profit Sharing PlanPha, LLC 401(k) Profit Shari…$21MGastroenterology Associates of New Jersey 401(k) PlanGastroenterology Associates …$21MFort Collins Women's Clinic, P.C. 401(k) PlanFort Collins Women's Clinic,…$21M
End-of-year total assets ($M) among Refreshment Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$4M
Employer EIN371041383
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Refreshment Services, Inc.)

Sponsor-wide plan assets over time

All Refreshment Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 11.25536565079165% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $21.1M $23.4M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 441 $21M
2023 1 433 $23M
2024 1 458 $23M

Nearby 401(k) Plans in Illinois

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

Refreshment Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Refreshment Services, Inc. 401(k) Plan, Total assets ($B): 0.021054296 · Participants: 441Refreshment Services, Inc. 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Refreshment Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Refreshment Services, Inc. 401(k) Plan side-by-side with 3 peers →

Refreshment Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Pha, LLC 401(k) Profit Sharing Plan in NJ ($21M); by covered participants it is Certified Laboratories LLC 401(k) Profit Sharing Plan in NY (441 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (441 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 Refreshment Services, Inc. 401(k) Plan assets move in 2022? ▼
Refreshment Services, Inc. 401(k) Plan declined sharply - down 16.4% during 2022, from $25M to $21M. Reported net income was -$4M.
How have Refreshment Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Refreshment Services, Inc.'s sponsor-wide assets grew 11.3%, from $21M to $23M.
Where does Refreshment Services, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Refreshment Services, Inc. 401(k) Plan ranks in the 78th 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 Refreshment Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pha, LLC 401(k) Profit Sharing Plan in NJ ($21M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Refreshment Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Certified Laboratories LLC 401(k) Profit Sharing Plan in NY (441 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 371041383.

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.