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
PlainRetire home → About this data RSS: change history

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

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 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.

See the national 2022→2023 release diff →

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 401(k) Profit Sharing PlanU.S. Bottlers 401(k) Profit …$8MWintec Industries, Inc. 401(k) PlanWintec Industries, Inc. 401(…$8MWright Automotive Group 401(k) Profit Sharing PlanWright Automotive Group 401(…$8MRetirement Income Security Plan-Fatboy Ice CreamRetirement Income Security P…$8MEagle Aviation Columbia, LLC 401(k) Profit Sharing PlanEagle Aviation Columbia, LLC…$8M
End-of-year total assets ($M) among U.S. Bottlers 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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
$6M$7M$8M$9M 202220232024 $6.41M $8.76M ▲ +36.7%
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 EIN561254932
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

U.S. Bottlers 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants U.S. Bottlers 401(k) Profit Sharing Plan, Total assets ($B): 0.007590075 · Participants: 86U.S. Bottlers 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
U.S. Bottlers 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

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.

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.

Frequently Asked Questions

How did U.S. Bottlers 401(k) Profit Sharing Plan assets move in 2023?
U.S. Bottlers 401(k) Profit Sharing Plan grew sharply - up 18.3% during 2023, from $6M to $8M. Reported net income was $1M.
How have U.S. Bottlers Machinery Co., Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), U.S. Bottlers Machinery Co., Inc.'s sponsor-wide assets grew 36.6%, from $6M to $9M.
Which 401(k) plans are similar in size to U.S. Bottlers 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Wintec Industries, Inc. 401(k) Plan in CA ($8M, 42 participants).
Which 401(k) plans cover a similar participant headcount to U.S. Bottlers 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants, $14M in assets).