Defined Benefit (Pension) · DOL Form 5500 · 2022
High Grade Beverage Co. Pension Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $669,327
- Avg per participant High balance/head
Official DOL plan name: High Grade Beverage Union Pension Plan · Sponsored by High Grade Beverage Co. · New Jersey · Wholesale Trade
$14M in assets, 21 participants
High Grade Beverage Co.'s High Grade Beverage Union Pension Plan reported $14M in total assets and 21 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.
- #4,563 in Wholesale Trade (6,843 peers)
High Grade Beverage Co. multi-year trail
High Grade Beverage Co.'s plans moved +17.1% in assets from 2022 to 2024; this filing shows High Grade Beverage Union Pension Plan at $14M / 21 participants.
- #4,563
- in Wholesale Trade (6,843 peers)
- -13.4%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
High Grade Beverage Union Pension Plan's outsized position by total assets
High Grade Beverage Union Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,055,871 Top 29% higher than 71% 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
High Grade Beverage Union Pension Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. High Grade Beverage Union Pension Plan is a small filing (21 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 220989250 · High Grade Beverage Co. PY 2022 · Defined Benefit (Pension)
High Grade Beverage Union Pension Plan · $14M · 21 · 71st
- NET $14M
- NET 21
- NET 71st
- NET Defined Benefit (Pension)
- NET near Ballard Power Corporation Pension Plan
- NET ind #4563
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 →
High Grade Beverage Union Pension Plan in the asset neighbourhood
High Grade Beverage Co. multi-year asset trail
Sponsor-wide plan assets over time
All High Grade Beverage Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 17.08627371988019% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 287 | $43M |
| 2023 | 3 | 281 | $45M |
| 2024 | 3 | 283 | $50M |
High Grade Beverage Co. filing trail (2022)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$2M |
| Employer EIN | 220989250 |
| Plan Effective Date | 1969-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $19.8B · 38,100
- JPMorgan Chase Retirement Plan $14.8B · 102,340
- Nokia Retirement Income Plan $14.5B · 7,413
- The Prudential Merged Retirement Plan $12.3B · 17,538
- Verizon Pension Plan for Associates $10.9B · 25,746
High Grade Beverage Union Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Ballard Power Corporation Pension Plan in ($14M); by covered participants it is Halliburton Retirement Plan in TX (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (21 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.