Defined Benefit (Pension) · DOL Form 5500 · 2022

Nor-Cal Beverage Co., Inc. Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
123
Participants Small participant base
71st
Percentile by assets National rank
$109,025
Avg per participant Below avg balance/head
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Official DOL plan name: Nor-Cal Beverage Co. , Inc. Employee Pension Plan · Sponsored by Nor-Cal Beverage Co., Inc. · California · Manufacturing

$13M in assets, 123 participants

Nor-Cal Beverage Co., Inc.'s Nor-Cal Beverage Co. , Inc. Employee Pension Plan reported $13M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,262 in Manufacturing (20,602 peers)

Coverage in California

Nor-Cal Beverage Co. , Inc. Employee Pension Plan covers 123 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $13M.

#12,262
in Manufacturing (20,602 peers)
-28.0%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nor-Cal Beverage Co. , Inc. Employee Pension Plan's outsized position by total assets

Nor-Cal Beverage Co. , Inc. Employee Pension Plan vs every filed plan by assets

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

$13,410,020 Top 29% higher than 71% 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

Nor-Cal Beverage Co. , Inc. Employee Pension 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. Nor-Cal Beverage Co. , Inc. Employee Pension Plan sits mid-pack in the medium band (123 participants).

Published 5500 schedule card

Filing strip 941722564 · Nor-Cal Beverage Co., Inc. PY 2022 · Defined Benefit (Pension)

Nor-Cal Beverage Co. , Inc. Employee Pension Plan · $13M · 123 · 71st

  • BOY $13M
  • SCH 123
  • EBSA 71st
  • PART Defined Benefit (Pension)
  • TYPE near Sandia Area Federal Credit Union Defined Benefit Plan and Trust
  • NET ind #12262

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 California →

Nor-Cal Beverage Co. , Inc. Employee Pension Plan in the asset neighbourhood

Llflex Pension Plan for Hourly Employees of Louisville Laminating PlantLlflex Pension Plan for Hour…$13MNor-Cal Beverage Co. , Inc. Employee Pension PlanNor-Cal Beverage Co. , Inc. …$13MSandia Area Federal Credit Union Defined Benefit Plan and TrustSandia Area Federal Credit U…$13MApex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, OhApex Tool Group, LLC Pension…$13MHealth Services Retirement Plan Kingsbrook Jewish Medical CenterHealth Services Retirement P…$13M
End-of-year total assets ($M) among Nor-Cal Beverage Co. , Inc. Employee Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$13M
Net Income-$5M
Employer EIN941722564
Plan Effective Date1971-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nor-Cal Beverage Co., Inc.)

Sponsor-wide plan assets over time

All Nor-Cal Beverage Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $66.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 877 $66M
2023 2 891 $59M
2024 1 744 N/A

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Nor-Cal Beverage Co. , Inc. Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Nor-Cal Beverage Co. , Inc. Employee Pension Plan, Total assets ($B): 0.01341002 · Participants: 123Nor-Cal Beverage Co. , Inc. Employee Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Nor-Cal Beverage Co. , Inc. Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Nor-Cal Beverage Co. , Inc. Employee Pension Plan side-by-side with 3 peers →

Nor-Cal Beverage Co. , Inc. Employee Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Sandia Area Federal Credit Union Defined Benefit Plan and Trust in NM ($13M); by covered participants it is Choptank Electric Cooperative Defined Benefit Plan in MD (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Nor-Cal Beverage Co. , Inc. Employee Pension Plan assets move in 2022? ▼
Nor-Cal Beverage Co. , Inc. Employee Pension Plan declined sharply - down 28.0% during 2022, from $19M to $13M. Reported net income was -$5M.
Which Defined Benefit (Pension) plans are similar in size to Nor-Cal Beverage Co. , Inc. Employee Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sandia Area Federal Credit Union Defined Benefit Plan and Trust in NM ($13M, 104 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Nor-Cal Beverage Co. , Inc. Employee Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Choptank Electric Cooperative Defined Benefit Plan in MD (123 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 941722564.

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.