401(k) · DOL Form 5500 · 2023
Heart of America Beverage Company LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 79
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $116,391
- Avg per participant Below avg balance/head
Official DOL plan name: Heart of America Beverage Company, LLC 401(k) Plan · Sponsored by Heart of America Beverage Company LLC · Missouri · Wholesale Trade
$9M in assets, 79 participants
Heart of America Beverage Company LLC's Heart of America Beverage Company, LLC 401(k) Plan reported $9M in total assets and 79 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #3,037 in Wholesale Trade (6,309 peers)
Heart of America Beverage Company LLC multi-year trail
Heart of America Beverage Company LLC's plans moved +36.2% in assets from 2022 to 2024; this filing shows Heart of America Beverage Company, LLC 401(k) Plan at $9M / 79 participants.
- #3,037
- in Wholesale Trade (6,309 peers)
- +17.9%
- assets growth YoY
Heart of America Beverage Company, LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Heart of America Beverage Company, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,194,850 Top 43% higher than 57% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Heart of America Beverage Company, LLC 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heart of America Beverage Company, LLC 401(k) Plan is a small filing (79 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heart of America Beverage Company, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Heart of America Beverage Company, LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Heart of America Beverage Company, LLC 401(k) Plan reported participants fell from 85 in the plan year 2022 filing to 79 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 431933310 · Heart of America Beverage Company LLC PY 2023 · 401(k)
Heart of America Beverage Company, LLC 401(k) Plan · $9M · 79 · 57th
- RANK $9M
- PHOTO 79
- IND 57th
- EOY 401(k)
- 5500 near Pure Romance, LLC 401(k) Plan
- ASSETS ind #3037
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 Missouri →
Heart of America Beverage Company, LLC 401(k) Plan in the asset neighbourhood
Heart of America Beverage Company LLC multi-year asset trail
Sponsor-wide plan assets over time
All Heart of America Beverage Company LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 36.22481574136006% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 85 | $8M |
| 2023 | 1 | 79 | $9M |
| 2024 | 1 | 85 | $11M |
Heart of America Beverage Company LLC filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 431933310 |
| Plan Effective Date | 2001-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Heart of America Beverage Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Pure Romance, LLC 401(k) Plan in OH ($9M); by covered participants it is Findaway 401(k) in OH (79 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Pure Romance, LLC 401(k) Plan (OH) $9M · 121
- Childsmiles Group 401(k) Profit Sharing Plan (NJ) $9M · 404
- Stone Distributing Company 401(k) Plan (CA) $9M · 319
- Aries Industries 401(k) Savings Plan (WI) $9M · 101
Similar participant headcount
Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.
- Findaway 401(k) (OH) 79 · 0 off
- Dignified Home Loans LLC 401(k) Profit Sharing Plan (CA) 79 · 0 off
- Palmetto State Bank Profit Sharing Plan (SC) 79 · 0 off
- Ifa Nurseries, Inc. Retirement Savings Plan and Trust (OR) 79 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.