401(k) · DOL Form 5500 · 2023

Colonial Wholesale Beverage Corporation 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
64
Participants Small participant base
69th
Percentile by assets National rank
$259,664
Avg per participant Above avg balance/head
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Official DOL plan name: Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan · Sponsored by Colonial Wholesale Beverage Corporation · Massachusetts · Retail Trade

$17M in assets, 64 participants

Colonial Wholesale Beverage Corporation's Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan reported $17M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,727 in Retail Trade (8,414 peers)

Colonial Wholesale Beverage Corporation multi-year trail

Colonial Wholesale Beverage Corporation's plans moved +39.2% in assets from 2022 to 2024; this filing shows Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan at $17M / 64 participants.

#6,727
in Retail Trade (8,414 peers)
+19.6%
assets growth YoY

Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan's outsized position by total assets

Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$16,618,477 Top 31% higher than 69% 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

Colonial Wholesale Beverage Corporation 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. Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 041195925 · Colonial Wholesale Beverage Corporation PY 2023 · 401(k)

Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan · $17M · 64 · 69th

  • PART $17M
  • PART 64
  • PART 69th
  • PART 401(k)
  • PART near Quantitative Software Management, Inc. 401(k) Plan
  • PART ind #6727

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 Retail Trade retirement plans → · Plans in Massachusetts →

Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Colonial Wholesale Beverage Corporation 401(k) Profit Sharing PlanColonial Wholesale Beverage …$17MQuantitative Software Management, Inc. 401(k) PlanQuantitative Software Manage…$17MParagon Retirement Plan and TrustParagon Retirement Plan and …$17MCase Paper Co., Inc. 401(k) Profit Sharing PlanCase Paper Co., Inc. 401(k) …$17MNautilus International Holding Corporation 401(k) PlanNautilus International Holdi…$17M
End-of-year total assets ($M) among Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colonial Wholesale Beverage Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Colonial Wholesale Beverage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$19M 39.21641096272371% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.9M $19.3M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 64 $14M
2023 1 64 $17M
2024 1 63 $19M

Colonial Wholesale Beverage Corporation filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN041195925
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.016618477 · Participants: 64Colonial Wholesale Beverage Corporation 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Quantitative Software Management, Inc. 401(k) Plan in VA ($17M); by covered participants it is Ekso Bionics 401(k) Plan in CA (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan assets move in 2023? ▼
Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan grew sharply - up 19.6% during 2023, from $14M to $17M. Reported net income was $3M.
How have Colonial Wholesale Beverage Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colonial Wholesale Beverage Corporation's sponsor-wide assets grew 39.2%, from $14M to $19M.
Which 401(k) plans are similar in size to Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quantitative Software Management, Inc. 401(k) Plan in VA ($17M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Colonial Wholesale Beverage Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ekso Bionics 401(k) Plan in CA (64 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041195925.

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.