401(k) · DOL Form 5500 · 2022

Allied Beverage Group, L.L.C. 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
380
Participants Below avg headcount
89th
Percentile by assets National rank
$151,193
Avg per participant Above avg balance/head
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Official DOL plan name: Allied Beverage Group, L.L.C. 401 (K) Plan · Sponsored by Allied Beverage Group, L.L.C. · New Jersey · Wholesale Trade

$57M in assets, 380 participants

Allied Beverage Group, L.L.C.'s Allied Beverage Group, L.L.C. 401 (K) Plan reported $57M in total assets and 380 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #6,185 in Wholesale Trade (6,843 peers)

Coverage in New Jersey

Allied Beverage Group, L.L.C. 401 (K) Plan covers 380 participants in New Jersey, about 45% of the average New Jersey filer (state average ~844 per filing). Assets: $57M.

#6,185
in Wholesale Trade (6,843 peers)
-17.5%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allied Beverage Group, L.L.C. 401 (K) Plan's outsized position by total assets

Allied Beverage Group, L.L.C. 401 (K) Plan vs every filed plan by assets

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

$57,453,485 Top 11% higher than 89% 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

Allied Beverage Group, L.L.C. 401 (K) 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, L.L.C. 401 (K) Plan sits mid-pack in the medium band (380 participants).

Published 5500 schedule card

Filing strip 223408559 · Allied Beverage Group, L.L.C. PY 2022 · 401(k)

Allied Beverage Group, L.L.C. 401 (K) Plan · $57M · 380 · 89th

  • BOOK $57M
  • VS-ST 380
  • BOY 89th
  • SCH 401(k)
  • EBSA near Equipment & Controls, Inc. 401(k) Retirement Plan
  • PART ind #6185

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, L.L.C. 401 (K) Plan in the asset neighbourhood

Klx Energy Services 401(k) PlanKlx Energy Services 401(k) P…$57MAllied Beverage Group, L.L.C. 401 (K) PlanAllied Beverage Group, L.L.C…$57MEquipment & Controls, Inc. 401(k) Retirement PlanEquipment & Controls, Inc. 4…$57MDigitalocean, LLC 401(k) Plan$57MF.T. Publications Inc. 401(k) PlanF.T. Publications Inc. 401(k…$57M
End-of-year total assets ($M) among Allied Beverage Group, L.L.C. 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$57M
Net Income-$12M
Employer EIN223408559
Plan Effective Date1996-01-01
Filing StatusFILING 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
$130M$140M$150M$160M$170M 202220232024 $136M $164M ▲ +20.1%
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.

Allied Beverage Group, L.L.C. 401 (K) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Allied Beverage Group, L.L.C. 401 (K) Plan, Total assets ($B): 0.057453485 · Participants: 380Allied Beverage Group, L.L.C. 401 (K) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Allied Beverage Group, L.L.C. 401 (K) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Allied Beverage Group, L.L.C. 401 (K) Plan side-by-side with 3 peers →

Allied Beverage Group, L.L.C. 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Equipment & Controls, Inc. 401(k) Retirement Plan in PA ($57M); by covered participants it is The Healthalliance Hospital - Broadway Campus 401(k) Savings Plan in NY (380 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (380 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 Allied Beverage Group, L.L.C. 401 (K) Plan assets move in 2022? ▼
Allied Beverage Group, L.L.C. 401 (K) Plan declined sharply - down 17.5% during 2022, from $70M to $57M. Reported net income was -$12M.
How have Allied Beverage Group, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Beverage Group, L.L.C.'s sponsor-wide assets grew 20.1%, from $136M to $164M.
Where does Allied Beverage Group, L.L.C. 401 (K) Plan rank by assets among Form 5500 filers? ▼
Allied Beverage Group, L.L.C. 401 (K) Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Allied Beverage Group, L.L.C. 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Equipment & Controls, Inc. 401(k) Retirement Plan in PA ($57M, 288 participants).
Which 401(k) plans cover a similar participant headcount to Allied Beverage Group, L.L.C. 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Healthalliance Hospital - Broadway Campus 401(k) Savings Plan in NY (380 participants, N/A 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 223408559.

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.