401(k) · DOL Form 5500 · 2023

Bottle & Brew, Inc. 401(k) Plan

Data updated 2026-08-25

$561K
Total assets Small plan by assets
3
Participants Small participant base
19th
Percentile by assets National rank
$186,834
Avg per participant Above avg balance/head
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Official DOL plan name: Bottle & Brew, Inc. 401(k) Profit Sharing Plan · Sponsored by Bottle & Brew, Inc. · Massachusetts · Retail Trade

$561K in assets, 3 participants

Bottle & Brew, Inc.'s Bottle & Brew, Inc. 401(k) Profit Sharing Plan reported $561K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,507 in Retail Trade (8,414 peers)

Bottle & Brew, Inc. multi-year trail

Bottle & Brew, Inc.'s plans moved +69.0% in assets from 2022 to 2024; this filing shows Bottle & Brew, Inc. 401(k) Profit Sharing Plan at $561K / 3 participants.

#2,507
in Retail Trade (8,414 peers)
+69.8%
assets growth YoY

Bottle & Brew, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Bottle & Brew, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$560,502 19th percentile higher than 19% 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

Bottle & Brew, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bottle & Brew, Inc. 401(k) Profit Sharing Plan reported net income rose from -$127K in the plan year 2022 filing to $230K in the plan year 2023 filing.
  • Bottle & Brew, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $330K in the plan year 2022 filing to $561K in the plan year 2023 filing.
  • Bottle & Brew, Inc. 401(k) Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 473685032 · Bottle & Brew, Inc. PY 2023 · 401(k)

Bottle & Brew, Inc. 401(k) Profit Sharing Plan · $561K · 3 · 19th

  • PHOTO $561K
  • IND 3
  • EOY 19th
  • 5500 401(k)
  • ASSETS near Porch Conversion of Charlotte Retirement Plan
  • PCT ind #2507

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 →

Bottle & Brew, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Bottle & Brew, Inc. 401(k) Profit Sharing PlanBottle & Brew, Inc. 401(k) P…$561KPorch Conversion of Charlotte Retirement PlanPorch Conversion of Charlott…$561KYoussi Real Estate & Development, Inc. 401(k) Profit Sharing PlanYoussi Real Estate & Develop…$560KLightfoot, Inc. 401(k) Plan$560KProfessional Transportation 401(k) PlanProfessional Transportation …$561K
End-of-year total assets ($M) among Bottle & Brew, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bottle & Brew, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bottle & Brew, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$558K 69.04764068221675% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.33M $0.56M ▲ +69.7%
Year Plans Participants Total Assets
2022 1 2 $330K
2023 1 3 $561K
2024 1 N/A $558K

Bottle & Brew, Inc. filing trail (2023)

Total Assets (Beginning of Year)$330K
Net Assets (End of Year)$561K
Net Income$230K
Employer EIN473685032
Plan Effective Date2015-04-13
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Bottle & Brew, Inc. 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 ($B) Participants Bottle & Brew, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000560502 · Participants: 3Bottle & Brew, Inc. 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
Bottle & Brew, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Bottle & Brew, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bottle & Brew, Inc. 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 Porch Conversion of Charlotte Retirement Plan in NC ($561K); 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 Bottle & Brew, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Bottle & Brew, Inc. 401(k) Profit Sharing Plan surged - up 69.8% during 2023, from $330K to $561K. Reported net income was $230K.
How have Bottle & Brew, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bottle & Brew, Inc.'s sponsor-wide assets grew 69.0%, from $330K to $558K.
Where does Bottle & Brew, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bottle & Brew, Inc. 401(k) Profit Sharing Plan ranks in the 19th 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 Bottle & Brew, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Porch Conversion of Charlotte Retirement Plan in NC ($561K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Bottle & Brew, Inc. 401(k) Profit Sharing Plan? ▼
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 473685032.

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.