401(k) · DOL Form 5500 · 2022

Markstein Beverage Co. of Sacramento 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
427
Participants Below avg headcount
88th
Percentile by assets National rank
$120,792
Avg per participant Near avg balance/head
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Official DOL plan name: Markstein Beverage Retirement Savings Plan · Sponsored by Markstein Beverage Co. of Sacramento · California · Wholesale Trade

$52M in assets, 427 participants

Markstein Beverage Co. of Sacramento's Markstein Beverage Retirement Savings Plan reported $52M in total assets and 427 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,127 in Wholesale Trade (6,843 peers)

Where Markstein Beverage Retirement Savings Plan sits by assets

Markstein Beverage Retirement Savings Plan sits in the top quartile of all filed plans by assets, $52M for 427 participants (~$120,792/participant), down 17.9% in 2022.

#6,127
in Wholesale Trade (6,843 peers)
-17.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Markstein Beverage Retirement Savings Plan's outsized position by total assets

Markstein Beverage Retirement Savings Plan vs every filed plan by assets

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

$51,578,297 Top 12% higher than 88% 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

Markstein Beverage Retirement Savings Plan 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. Markstein Beverage Retirement Savings Plan sits mid-pack in the medium band (427 participants).

Published 5500 schedule card

Filing strip 942253303 · Markstein Beverage Co. of Sacramento PY 2022 · 401(k)

Markstein Beverage Retirement Savings Plan · $52M · 427 · 88th

  • EBSA $52M
  • EBSA 427
  • EBSA 88th
  • EBSA 401(k)
  • EBSA near Laticrete International, Inc. 401(k) Savings and Profit Sharing Plan
  • EBSA ind #6127

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 California →

Markstein Beverage Retirement Savings Plan in the asset neighbourhood

Computing Technology Industry Association, Inc. 401(k) PlanComputing Technology Industr…$52MPirelli Tire Savings Plan$52MMarkstein Beverage Retirement Savings PlanMarkstein Beverage Retiremen…$52MLaticrete International, Inc. 401(k) Savings and Profit Sharing PlanLaticrete International, Inc…$52MPuerto Rico Savings & Investment PlanPuerto Rico Savings & Invest…$52M
End-of-year total assets ($M) among Markstein Beverage Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$52M
Net Income-$11M
Employer EIN942253303
Plan Effective Date1987-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Markstein Beverage Co. of Sacramento)

Sponsor-wide plan assets over time

All Markstein Beverage Co. of Sacramento plans reported in each filing year

Latest sponsor-wide plan assets
$1K 99.99792160644621% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $51.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 427 $52M
2023 1 2 $964
2024 1 2 $1K

Nearby 401(k) Plans in California

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

Markstein Beverage Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Markstein Beverage Retirement Savings Plan, Total assets ($B): 0.051578297 · Participants: 427Markstein Beverage Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Markstein Beverage Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Markstein Beverage Retirement Savings Plan side-by-side with 3 peers →

Markstein Beverage Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Laticrete International, Inc. 401(k) Savings and Profit Sharing Plan in CT ($52M); by covered participants it is Pioneer College Caterers, Inc. Profit Sharing Plan in TN (427 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (427 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 Markstein Beverage Retirement Savings Plan assets move in 2022? ▼
Markstein Beverage Retirement Savings Plan declined sharply - down 17.9% during 2022, from $63M to $52M. Reported net income was -$11M.
How have Markstein Beverage Co. of Sacramento plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Markstein Beverage Co. of Sacramento's sponsor-wide assets declined 100.0%, from $52M to $1K.
Where does Markstein Beverage Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Markstein Beverage Retirement Savings Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Markstein Beverage Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Laticrete International, Inc. 401(k) Savings and Profit Sharing Plan in CT ($52M, 459 participants).
Which 401(k) plans cover a similar participant headcount to Markstein Beverage Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer College Caterers, Inc. Profit Sharing Plan in TN (427 participants, $15M 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 942253303.

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.