401(k) · DOL Form 5500 · 2022
Choice USA Beverage, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 128
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $44,318
- Avg per participant Low balance/head
Official DOL plan name: Choice USA Beverage Retirement Savings Plan · Sponsored by Choice USA Beverage, Inc. · North Carolina · Professional & Technical Services
$6M in assets, 128 participants
Choice USA Beverage, Inc.'s Choice USA Beverage Retirement Savings Plan reported $6M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.
- #11,005 in Professional & Technical Services (21,562 peers)
Coverage in North Carolina
Choice USA Beverage Retirement Savings Plan covers 128 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.
- #11,005
- in Professional & Technical Services (21,562 peers)
- -15.9%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Choice USA Beverage Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers
Choice USA Beverage Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,672,720 Top 47% higher than 53% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Choice USA Beverage Retirement Savings 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. Choice USA Beverage Retirement Savings Plan sits mid-pack in the medium band (128 participants).
EBSA filing schedule strip
Filing strip 560592294 · Choice USA Beverage, Inc. PY 2022 · 401(k)
Choice USA Beverage Retirement Savings Plan · $6M · 128 · 53rd
- TYPE $6M
- TYPE 128
- TYPE 53rd
- TYPE 401(k)
- TYPE near Plymouth Spring Retirement Plan
- TYPE ind #11005
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 Professional & Technical Services retirement plans → · Plans in North Carolina →
Choice USA Beverage Retirement Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$1M |
| Employer EIN | 560592294 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Choice USA Beverage, Inc.)
Sponsor-wide plan assets over time
All Choice USA Beverage, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 19.25497821151053% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 128 | $6M |
| 2023 | 1 | 133 | $6M |
| 2024 | 1 | 115 | $7M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Choice USA Beverage Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Plymouth Spring Retirement Plan in CT ($6M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (128 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.