401(k) · DOL Form 5500 · 2022
Allied Beverage Group, L.L.C. 401(k) Plan
Data updated 2026-08-25
- $79M
- Total assets Below avg plan size
- 317
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $248,618
- Avg per participant Above avg balance/head
Official DOL plan name: Allied Beverage Group Local 2-D Union Retirement Plan · Sponsored by Allied Beverage Group, L.L.C. · New Jersey · Wholesale Trade
$79M in assets, 317 participants
Allied Beverage Group, L.L.C.'s Allied Beverage Group Local 2-D Union Retirement Plan reported $79M in total assets and 317 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.
- #6,357 in Wholesale Trade (6,843 peers)
Coverage in New Jersey
Allied Beverage Group Local 2-D Union Retirement Plan covers 317 participants in New Jersey, about 38% of the average New Jersey filer (state average ~844 per filing). Assets: $79M.
- #6,357
- in Wholesale Trade (6,843 peers)
- -16.5%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Allied Beverage Group Local 2-D Union Retirement Plan's outsized position by total assets
Allied Beverage Group Local 2-D Union Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$78,811,842 Top 9% higher than 91% 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
Allied Beverage Group Local 2-D Union Retirement 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. Allied Beverage Group Local 2-D Union Retirement Plan sits mid-pack in the medium band (317 participants).
Form 5500 schedule snapshot
Filing strip 223408559 · Allied Beverage Group, L.L.C. PY 2022 · 401(k)
Allied Beverage Group Local 2-D Union Retirement Plan · $79M · 317 · 91st
- RANK $79M
- RANK 317
- RANK 91st
- RANK 401(k)
- RANK near Cpi 401(k) Plan
- RANK ind #6357
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 New Jersey →
Allied Beverage Group Local 2-D Union Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $94M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | -$15M |
| Employer EIN | 223408559 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Allied Beverage Group, L.L.C.)
Sponsor-wide plan assets over time
All Allied Beverage Group, L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $164M 20.135398787103046% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 697 | $136M |
| 2023 | 2 | 712 | $157M |
| 2024 | 2 | 698 | $164M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Allied Beverage Group Local 2-D Union Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Cpi 401(k) Plan in AL ($79M); by covered participants it is Skybridge Resources, LLC 401(k) Plan in FL (317 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79M here).
- Cpi 401(k) Plan (AL) $79M · 2,973
- Wilson & Company 401(k) Plan (NM) $79M · 541
- Harvey Industries, LLC 401(k) Plan (MA) $79M · 800
- Strongwell Corporation 401(k) Profit-Sharing Plan and Trust (VA) $79M · 329
Similar participant headcount
Nearest other-state filings by covered participants (317 participants); asset peers above are excluded.
- Skybridge Resources, LLC 401(k) Plan (FL) 317 · 0 off
- Facility Contract Services 401(k) Profit Sharing Plan & Trust (FL) 317 · 0 off
- Burnette Foods, Inc. 401(k) Plan (MI) 317 · 0 off
- Airmar Technology Corporation 401(k) Plan (NH) 317 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.