401(k) · DOL Form 5500 · 2022

National Beverage Corp. 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
1,295
Participants Near avg headcount
91st
Percentile by assets National rank
$56,187
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: National Beverage Investment and Profit Sharing Plan · Sponsored by National Beverage Corp. · Florida · Manufacturing

$73M in assets, 1,295 participants

National Beverage Corp.'s National Beverage Investment and Profit Sharing Plan reported $73M in total assets and 1,295 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #17,763 in Manufacturing (20,602 peers)

Coverage in Florida

National Beverage Investment and Profit Sharing Plan covers 1,295 participants in Florida, 2.1x the typical Florida plan (state average ~628 per filing). Assets: $73M.

#17,763
in Manufacturing (20,602 peers)
-25.5%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National Beverage Investment and Profit Sharing Plan's outsized position by total assets

National Beverage Investment and Profit Sharing Plan vs every filed plan by assets

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

$72,762,664 Top 9% higher than 91% 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

National Beverage Investment and Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Beverage Investment and Profit Sharing Plan lands in the large band (1,295 participants).

Form 5500 schedule snapshot

Filing strip 592605822 · National Beverage Corp. PY 2022 · 401(k)

National Beverage Investment and Profit Sharing Plan · $73M · 1,295 · 91st

  • PART $73M
  • PART 1,295
  • PART 91st
  • PART 401(k)
  • PART near Stand Together Benefits, LLC 401(k) Plan
  • PART ind #17763

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 Manufacturing retirement plans → · Plans in Florida →

National Beverage Investment and Profit Sharing Plan in the asset neighbourhood

401(k) Retirement & Savings Plan401(k) Retirement & Savings …$73MFirst International Bank & Trust 401(k) Profit Sharing PlanFirst International Bank & T…$73MNational Beverage Investment and Profit Sharing PlanNational Beverage Investment…$73MStand Together Benefits, LLC 401(k) PlanStand Together Benefits, LLC…$73MBard Rao Athanas Consulting Engineers, LLC 401(k) PlanBard Rao Athanas Consulting …$73M
End-of-year total assets ($M) among National Beverage Investment and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$73M
Net Income-$25M
Employer EIN592605822
Plan Effective Date1987-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Beverage Corp.)

Sponsor-wide plan assets over time

All National Beverage Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$89M 22.576978489957433% vs 2022
2024 filing year
$70M$75M$80M$85M$90M$95M 202220232024 $72.8M $89.2M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 1,295 $73M
2023 1 1,433 $82M
2024 1 1,592 $89M

Nearby 401(k) Plans in Florida

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

National Beverage Investment and Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants National Beverage Investment and Profit Sharing Plan, Total assets ($B): 0.072762664 · Participants: 1295National Beverage Investment and Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
National Beverage Investment and Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare National Beverage Investment and Profit Sharing Plan side-by-side with 3 peers →

National Beverage Investment and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Stand Together Benefits, LLC 401(k) Plan in VA ($73M); by covered participants it is Hasc Center 401(k) Savings Plan in NY (1,295 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,295 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 National Beverage Investment and Profit Sharing Plan assets move in 2022? ▼
National Beverage Investment and Profit Sharing Plan declined sharply - down 25.5% during 2022, from $98M to $73M. Reported net income was -$25M.
How have National Beverage Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Beverage Corp.'s sponsor-wide assets grew 22.6%, from $73M to $89M.
Where does National Beverage Investment and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
National Beverage Investment and Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to National Beverage Investment and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stand Together Benefits, LLC 401(k) Plan in VA ($73M, 1,053 participants).
Which 401(k) plans cover a similar participant headcount to National Beverage Investment and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hasc Center 401(k) Savings Plan in NY (1,295 participants, $11M 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 592605822.

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.