401(k) · DOL Form 5500 · 2022

Kay Beer Distributing, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
106
Participants Small participant base
52nd
Percentile by assets National rank
$51,877
Avg per participant Low balance/head
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Official DOL plan name: Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust · Sponsored by Kay Beer Distributing, Inc. · Wisconsin · Wholesale Trade

$5M in assets, 106 participants

Kay Beer Distributing, Inc.'s Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust reported $5M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #2,778 in Wholesale Trade (6,843 peers)

Coverage in Wisconsin

Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust covers 106 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#2,778
in Wholesale Trade (6,843 peers)
+17.0%
assets growth YoY

Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust's mid-pack asset rank among Wholesale Trade and all filers

Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust vs every filed plan by assets

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

$5,498,950 Top 48% higher than 52% 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

Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust 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. Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust sits mid-pack in the medium band (106 participants).

DOL schedule card

Filing strip 391221846 · Kay Beer Distributing, Inc. PY 2022 · 401(k)

Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust · $5M · 106 · 52nd

  • VS-ST $5M
  • BOY 106
  • SCH 52nd
  • EBSA 401(k)
  • PART near Sb Orthopedic Associates, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #2778

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 Wisconsin →

Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust in the asset neighbourhood

Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trustKay Beer Distributing, Inc.4…$5MSb Orthopedic Associates, Inc. 401(k) Profit Sharing PlanSb Orthopedic Associates, In…$5MTendercare Home Health Services Retirement PlanTendercare Home Health Servi…$5MD & L Electric Company, Inc. 401(k) PlanD & L Electric Company, Inc.…$5MProfessional Property Services, Inc. 401(k) Profit Sharing PlanProfessional Property Servic…$5M
End-of-year total assets ($M) among Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$798K
Employer EIN391221846
Plan Effective Date1976-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kay Beer Distributing, Inc.)

Sponsor-wide plan assets over time

All Kay Beer Distributing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 21.975177079260586% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.5M $6.71M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 106 $5M
2023 1 85 $7M
2024 1 109 $7M

Nearby 401(k) Plans in Wisconsin

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

Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust, Total assets ($B): 0.00549895 · Participants: 106Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trustJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust side-by-side with 3 peers →

Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Sb Orthopedic Associates, Inc. 401(k) Profit Sharing Plan in CA ($5M); by covered participants it is Integrated Laboratory Systems, LLC 401(k) Plan in NC (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust assets move in 2022? ▼
Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust grew sharply - up 17.0% during 2022, from $5M to $5M. Reported net income was $798K.
How have Kay Beer Distributing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kay Beer Distributing, Inc.'s sponsor-wide assets grew 22.0%, from $5M to $7M.
Which 401(k) plans are similar in size to Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust? ▼
Among 401(k) plans in other states, the closest by assets is Sb Orthopedic Associates, Inc. 401(k) Profit Sharing Plan in CA ($5M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Integrated Laboratory Systems, LLC 401(k) Plan in NC (106 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 391221846.

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.