401(k) · DOL Form 5500 · 2023
U.S. Bottlers Machinery Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 86
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $88,257
- Avg per participant Below avg balance/head
Official DOL plan name: U.S. Bottlers 401(k) Profit Sharing Plan · Sponsored by U.S. Bottlers Machinery Co., Inc. · North Carolina · Manufacturing
$8M in assets, 86 participants
U.S. Bottlers Machinery Co., Inc.'s U.S. Bottlers 401(k) Profit Sharing Plan reported $8M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #7,001 in Manufacturing (18,722 peers)
U.S. Bottlers Machinery Co., Inc. multi-year trail
U.S. Bottlers Machinery Co., Inc.'s plans moved +36.6% in assets from 2022 to 2024; this filing shows U.S. Bottlers 401(k) Profit Sharing Plan at $8M / 86 participants.
- #7,001
- in Manufacturing (18,722 peers)
- +18.3%
- assets growth YoY
U.S. Bottlers 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers
U.S. Bottlers 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,590,075 Top 47% higher than 53% 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
U.S. Bottlers 401(k) Profit Sharing 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. U.S. Bottlers 401(k) Profit Sharing Plan is a small filing (86 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- U.S. Bottlers 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- U.S. Bottlers 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 561254932 · U.S. Bottlers Machinery Co., Inc. PY 2023 · 401(k)
U.S. Bottlers 401(k) Profit Sharing Plan · $8M · 86 · 53rd
- IND $8M
- IND 86
- IND 53rd
- IND 401(k)
- IND near Wintec Industries, Inc. 401(k) Plan
- IND ind #7001
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 North Carolina →
U.S. Bottlers 401(k) Profit Sharing Plan in the asset neighbourhood
U.S. Bottlers Machinery Co., Inc. multi-year asset trail
Sponsor-wide plan assets over time
All U.S. Bottlers Machinery Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 36.602654961217695% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 86 | $6M |
| 2023 | 1 | 86 | $8M |
| 2024 | 1 | 92 | $9M |
U.S. Bottlers Machinery Co., Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 561254932 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
U.S. Bottlers 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Wintec Industries, Inc. 401(k) Plan in CA ($8M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.