SUPERIOR BEVERAGE GROUP 401(K) RETIREMENT SAVINGS PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
SUPERIOR BEVERAGE GROUP, LTD.
This 401(k) plan holds $36M in total assets and serves 515 participants as of 2022. It is sponsored by SUPERIOR BEVERAGE GROUP, LTD. in Ohio. The plan reported a net loss of $7M for the year.
What the Filing Says About SUPERIOR BEVERAGE GROUP 401(K) RETIREMENT SAVINGS PLAN
SUPERIOR BEVERAGE GROUP 401(K) RETIREMENT SAVINGS PLAN is a 401(k) retirement plan sponsored by SUPERIOR BEVERAGE GROUP, LTD., headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $36M in total end-of-year assets and covers 515 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 341447065, and the plan has been effective since 1999-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $43M at the beginning of 2022 to $36M at year-end — a decline of 15.8%. Net assets (after liabilities) closed the year at $36M, with reported net income of $-6,817,943 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $43M |
| Total Assets (End of Year) | $36M |
| Net Assets (End of Year) | $36M |
| Net Income | $-6,817,943 |
| Plan Type | 401(k) |
| Employer EIN | 341447065 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (SUPERIOR BEVERAGE GROUP, LTD.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 515 | $36M |
| 2023 | 1 | 493 | $43M |
| 2024 | 1 | 551 | $50M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN $23.1B · 32,152
- GE RETIREMENT SAVINGS PLAN $19.5B · 59,766
- THE PROGRESSIVE 401(K) PLAN $9.2B · 56,176
- THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN $8.4B · 129,769
- MARATHON PETROLEUM THRIFT PLAN $7.5B · 17,818
Related Data
Guides
Frequently Asked Questions
How much money is in the SUPERIOR BEVERAGE GROUP 401(K) RETIREMENT SAVINGS PLAN? ▼
What type of plan is SUPERIOR BEVERAGE GROUP 401(K) RETIREMENT SAVINGS PLAN? ▼
Who sponsors the SUPERIOR BEVERAGE GROUP 401(K) RETIREMENT SAVINGS PLAN? ▼
How did SUPERIOR BEVERAGE GROUP 401(K) RETIREMENT SAVINGS PLAN perform in 2022? ▼
Where can I find official filings for SUPERIOR BEVERAGE GROUP 401(K) RETIREMENT SAVINGS PLAN? ▼
How does SUPERIOR BEVERAGE GROUP 401(K) RETIREMENT SAVINGS PLAN compare to other plans? ▼
Explore PlainRetire
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 341447065.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.