401(k) · DOL Form 5500 · 2022

Iowa Beverage Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
219
Participants Below avg headcount
72nd
Percentile by assets National rank
$67,817
Avg per participant Below avg balance/head
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Official DOL plan name: Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan · Sponsored by Iowa Beverage Systems, Inc. · Iowa · Wholesale Trade

$15M in assets, 219 participants

Iowa Beverage Systems, Inc.'s Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan reported $15M in total assets and 219 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,656 in Wholesale Trade (6,843 peers)

Coverage in Iowa

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan covers 219 participants in Iowa, about 36% of the average Iowa filer (state average ~609 per filing). Assets: $15M.

#4,656
in Wholesale Trade (6,843 peers)
-19.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan's outsized position by total assets

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$14,851,980 Top 28% higher than 72% 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

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 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. Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan sits mid-pack in the medium band (219 participants).

Published 5500 schedule card

Filing strip 421315877 · Iowa Beverage Systems, Inc. PY 2022 · 401(k)

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan · $15M · 219 · 72nd

  • IND $15M
  • EOY 219
  • 5500 72nd
  • ASSETS 401(k)
  • PCT near Disability Rights Texas 401(k) Plan
  • EIN ind #4656

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 Iowa →

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan in the asset neighbourhood

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) PlanIowa Beverage Systems, Inc. …$15MDisability Rights Texas 401(k) PlanDisability Rights Texas 401(…$15MSees Group, LLC 401(k) Plan$15MSyapse Inc. 401(k) Plan$15MOpenai LP 401(k) Plan$15M
End-of-year total assets ($M) among Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN421315877
Plan Effective Date1988-07-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Iowa Beverage Systems, Inc.)

Sponsor-wide plan assets over time

All Iowa Beverage Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 43.628559963048694% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.9M $21.3M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 219 $15M
2023 1 274 $18M
2024 1 309 $21M

Nearby 401(k) Plans in Iowa

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

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan, Total assets ($B): 0.01485198 · Participants: 219Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Disability Rights Texas 401(k) Plan in TX ($15M); by covered participants it is Metal Matic, Inc. Minneapolis Union Employees' 401(k) Plan in MN (219 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (219 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 Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan assets move in 2022? ▼
Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan declined sharply - down 19.1% during 2022, from $18M to $15M. Reported net income was -$3M.
How have Iowa Beverage Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iowa Beverage Systems, Inc.'s sponsor-wide assets grew 43.6%, from $15M to $21M.
Which 401(k) plans are similar in size to Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Disability Rights Texas 401(k) Plan in TX ($15M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Metal Matic, Inc. Minneapolis Union Employees' 401(k) Plan in MN (219 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 421315877.

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.