401(k) · DOL Form 5500 · 2022

Beverage Marketing USA, Incorpor 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
747
Participants Near avg headcount
90th
Percentile by assets National rank
$88,697
Avg per participant Below avg balance/head
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Official DOL plan name: Arizona Iced Tea 401(k) Plan · Sponsored by Beverage Marketing USA, Incorpor · New York · Manufacturing

$66M in assets, 747 participants

Beverage Marketing USA, Incorpor's Arizona Iced Tea 401(k) Plan reported $66M in total assets and 747 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #17,590 in Manufacturing (20,602 peers)

Where Arizona Iced Tea 401(k) Plan sits by assets

Arizona Iced Tea 401(k) Plan sits in the top 10% of all filed plans by assets, $66M for 747 participants (~$88,697/participant), down 13.7% in 2022.

#17,590
in Manufacturing (20,602 peers)
-13.7%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Arizona Iced Tea 401(k) Plan's outsized position by total assets

Arizona Iced Tea 401(k) Plan vs every filed plan by assets

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

$66,256,866 Top 10% higher than 90% 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

Arizona Iced Tea 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. Arizona Iced Tea 401(k) Plan sits mid-pack in the medium band (747 participants).

EBSA filing schedule strip

Filing strip 133667302 · Beverage Marketing USA, Incorpor PY 2022 · 401(k)

Arizona Iced Tea 401(k) Plan · $66M · 747 · 90th

  • SCH $66M
  • EBSA 747
  • PART 90th
  • TYPE 401(k)
  • NET near Speedway Motorsports, LLC 401 K Plan
  • BOOK ind #17590

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 New York →

Arizona Iced Tea 401(k) Plan in the asset neighbourhood

Indiana Pipe Trades Defined Contribution Pension PlanIndiana Pipe Trades Defined …$66MSpeedway Motorsports, LLC 401 K PlanSpeedway Motorsports, LLC 40…$66MThe Pokemon Company International, Inc. 401(k) PlanThe Pokemon Company Internat…$66MArizona Iced Tea 401(k) Plan$66MHeyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) PlanHeyl, Royster, Voelker & All…$66M
End-of-year total assets ($M) among Arizona Iced Tea 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$66M
Net Income-$11M
Employer EIN133667302
Plan Effective Date1995-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beverage Marketing USA, Incorpor)

Sponsor-wide plan assets over time

All Beverage Marketing USA, Incorpor plans reported in each filing year

Latest sponsor-wide plan assets
$93M 40.32409260045593% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $66.3M $93M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 747 $66M
2023 1 762 $75M
2024 1 1,323 $93M

Nearby 401(k) Plans in New York

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

Arizona Iced Tea 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Arizona Iced Tea 401(k) Plan, Total assets ($B): 0.066256866 · Participants: 747Arizona Iced Tea 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Arizona Iced Tea 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Arizona Iced Tea 401(k) Plan side-by-side with 3 peers →

Arizona Iced Tea 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Speedway Motorsports, LLC 401 K Plan in NC ($66M); by covered participants it is Duro-Last, Inc. Employee's 401(k) Retirement Plan in MI (747 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (747 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 Arizona Iced Tea 401(k) Plan assets move in 2022? ▼
Arizona Iced Tea 401(k) Plan pulled back noticeably - down 13.7% during 2022, from $77M to $66M. Reported net income was -$11M.
How have Beverage Marketing USA, Incorpor plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beverage Marketing USA, Incorpor's sponsor-wide assets grew 40.3%, from $66M to $93M.
Where does Arizona Iced Tea 401(k) Plan rank by assets among Form 5500 filers? ▼
Arizona Iced Tea 401(k) Plan ranks in the 90th 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 Arizona Iced Tea 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Speedway Motorsports, LLC 401 K Plan in NC ($66M, 556 participants).
Which 401(k) plans cover a similar participant headcount to Arizona Iced Tea 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Duro-Last, Inc. Employee's 401(k) Retirement Plan in MI (747 participants, $87M 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 133667302.

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.