401(k)
2022 plan-year 401(k) DOL Form 5500

ROMER BEVERAGE COMPANY EMPLOYEES' RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ROMER BEVERAGE COMPANY

This 401(k) plan holds $932K in total assets and serves 114 participants as of 2022. It is sponsored by ROMER BEVERAGE COMPANY in Arizona. The plan reported a net loss of $247K for the year.

Total Assets (2023)
$932K
Participants
114
State
Industry
Wholesale Trade

What the Filing Says About ROMER BEVERAGE COMPANY EMPLOYEES' RETIREMENT PLAN

ROMER BEVERAGE COMPANY EMPLOYEES' RETIREMENT PLAN is a 401(k) retirement plan sponsored by ROMER BEVERAGE COMPANY, headquartered in Arizona. As of the 2022 Form 5500 filing, the plan reports $932K in total end-of-year assets and covers 114 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 860448285, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1M at the beginning of 2022 to $932K at year-end — a decline of 21.0%. Net assets (after liabilities) closed the year at $932K, with reported net income of $-247,295 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.

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)$1M
Total Assets (End of Year)$932K
Net Assets (End of Year)$932K
Net Income$-247,295
Plan Type401(k)
Employer EIN860448285
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the ROMER BEVERAGE COMPANY EMPLOYEES' RETIREMENT PLAN?
As of the 2022 Form 5500 filing, ROMER BEVERAGE COMPANY EMPLOYEES' RETIREMENT PLAN holds $932K in total assets with 114 participants. It is sponsored by ROMER BEVERAGE COMPANY.
What type of plan is ROMER BEVERAGE COMPANY EMPLOYEES' RETIREMENT PLAN?
ROMER BEVERAGE COMPANY EMPLOYEES' RETIREMENT PLAN is a 401(k) plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 860448285.
Who sponsors the ROMER BEVERAGE COMPANY EMPLOYEES' RETIREMENT PLAN?
ROMER BEVERAGE COMPANY EMPLOYEES' RETIREMENT PLAN is sponsored by ROMER BEVERAGE COMPANY, located in Arizona. The sponsor's EIN is 860448285 and the plan operates in the Wholesale Trade industry.
How did ROMER BEVERAGE COMPANY EMPLOYEES' RETIREMENT PLAN perform in 2022?
ROMER BEVERAGE COMPANY EMPLOYEES' RETIREMENT PLAN declined by 21.0% during 2022, moving from $1M to $932K in total assets. Net income was $-247,295.
Where can I find official filings for ROMER BEVERAGE COMPANY EMPLOYEES' RETIREMENT PLAN?
Official Form 5500 filings for ROMER BEVERAGE COMPANY EMPLOYEES' RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 860448285 or plan name at efast.dol.gov.
How does ROMER BEVERAGE COMPANY EMPLOYEES' RETIREMENT PLAN compare to other plans?
You can compare ROMER BEVERAGE COMPANY EMPLOYEES' RETIREMENT PLAN against other 401(k) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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 860448285.

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.

Data sourced from official public datasets. See our methodology for details.