401(k) · DOL Form 5500 · 2023

Ashok Javia 401(k) Plan

Data updated 2026-08-25

$434K
Total assets Small plan by assets
3
Participants Small participant base
17th
Percentile by assets National rank
$144,815
Avg per participant Above avg balance/head
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Official DOL plan name: Drinks by the Case 401(k) Profit Sharing Plan & Trust · Sponsored by Ashok Javia · Texas · Retail Trade

$434K in assets, 3 participants

Ashok Javia's Drinks by the Case 401(k) Profit Sharing Plan & Trust reported $434K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,283 in Retail Trade (8,414 peers)

Ashok Javia multi-year trail

Ashok Javia's plans moved +228.0% in assets from 2022 to 2024; this filing shows Drinks by the Case 401(k) Profit Sharing Plan & Trust at $434K / 3 participants.

#2,283
in Retail Trade (8,414 peers)
+170.1%
assets growth YoY

Drinks by the Case 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Drinks by the Case 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$434,446 17th percentile higher than 17% 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

Drinks by the Case 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Drinks by the Case 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Drinks by the Case 401(k) Profit Sharing Plan & Trust reported net income rose from $67K in the plan year 2022 filing to $274K in the plan year 2023 filing.
  • Drinks by the Case 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $161K in the plan year 2022 filing to $434K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 752573587 · Ashok Javia PY 2023 · 401(k)

Drinks by the Case 401(k) Profit Sharing Plan & Trust · $434K · 3 · 17th

  • ASSETS $434K
  • ASSETS 3
  • ASSETS 17th
  • ASSETS 401(k)
  • ASSETS near Kams Custom Classics Inc. 401(k) Plan
  • ASSETS ind #2283

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 Texas →

Drinks by the Case 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Drinks by the Case 401(k) Profit Sharing Plan & TrustDrinks by the Case 401(k) Pr…$434KKams Custom Classics Inc. 401(k) PlanKams Custom Classics Inc. 40…$434KConsumer Construction of N. Virginia, Inc. 401(k) PlanConsumer Construction of N. …$435KImuna Incorporated Self-Employed PlanImuna Incorporated Self-Empl…$434KGrad Cincinnati 401(k) Retirement PlanGrad Cincinnati 401(k) Retir…$435K
End-of-year total assets ($M) among Drinks by the Case 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ashok Javia multi-year asset trail

Sponsor-wide plan assets over time

All Ashok Javia plans reported in each filing year

Latest sponsor-wide plan assets
$528K 228.0111679040903% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.16M $0.53M ▲ +231.3%
Year Plans Participants Total Assets
2022 1 3 $161K
2023 1 3 $434K
2024 1 6 $528K

Ashok Javia filing trail (2023)

Total Assets (Beginning of Year)$161K
Net Assets (End of Year)$434K
Net Income$274K
Employer EIN752573587
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Drinks by the Case 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Drinks by the Case 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000434446 · Participants: 3Drinks by the Case 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Drinks by the Case 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Drinks by the Case 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Drinks by the Case 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Kams Custom Classics Inc. 401(k) Plan in FL ($434K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Drinks by the Case 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Drinks by the Case 401(k) Profit Sharing Plan & Trust surged - up 170.1% during 2023, from $161K to $434K. Reported net income was $274K.
How have Ashok Javia plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ashok Javia's sponsor-wide assets grew 228.0%, from $161K to $528K.
Where does Drinks by the Case 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Drinks by the Case 401(k) Profit Sharing Plan & Trust ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Drinks by the Case 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kams Custom Classics Inc. 401(k) Plan in FL ($434K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Drinks by the Case 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 752573587.

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.