401(k)
2022 plan-year 401(k) DOL Form 5500

Blue Ridge Beverage Company, Inc. Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Blue Ridge Beverage Company, Inc. · Virginia · Wholesale Trade

What the 2023 filing shows

Blue Ridge Beverage Company, Inc. Profit Sharing Plan holds $25M for 459 participants — about $55,377 per participant, up 11.4% over the 2022 plan year.

$25M
total plan assets (2022 EOY)
459
covered participants
$55,377
avg assets per participant
+11.4%
assets growth YoY
Total Assets (2023)
$25M
Participants
459
State
Industry
Wholesale Trade

What the Filing Says About Blue Ridge Beverage Company, Inc. Profit Sharing Plan

Blue Ridge Beverage Company, Inc. Profit Sharing Plan is a 401(k) retirement plan sponsored by Blue Ridge Beverage Company, Inc., headquartered in Virginia. As of the 2022 Form 5500 filing, the plan reports $25M in total end-of-year assets and covers 459 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 540143872, and the plan has been effective since 1976-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2022 to $25M at year-end — a gain of 11.4%. Net assets (after liabilities) closed the year at $25M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$23M
Total Assets (End of Year)$25M
Net Assets (End of Year)$25M
Net Income$3M
Plan Type401(k)
Employer EIN540143872
Plan Effective Date1976-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Ridge Beverage Company, Inc.)

Year Plans Participants Total Assets
2022 1 459 $25M
2023 1 469 $29M

Nearby 401(k) Plans in Virginia

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Frequently Asked Questions

How much money is in the Blue Ridge Beverage Company, Inc. Profit Sharing Plan?
As of the 2022 Form 5500 filing, Blue Ridge Beverage Company, Inc. Profit Sharing Plan holds $25M in total assets with 459 participants. It is sponsored by Blue Ridge Beverage Company, Inc..
What type of plan is Blue Ridge Beverage Company, Inc. Profit Sharing Plan?
Blue Ridge Beverage Company, Inc. Profit Sharing Plan is a 401(k) plan. It has been effective since 1976-09-01. The plan is filed with the U.S. Department of Labor under EIN 540143872.
Who sponsors the Blue Ridge Beverage Company, Inc. Profit Sharing Plan?
Blue Ridge Beverage Company, Inc. Profit Sharing Plan is sponsored by Blue Ridge Beverage Company, Inc., located in Virginia. The sponsor's EIN is 540143872 and the plan operates in the Wholesale Trade industry.
How did Blue Ridge Beverage Company, Inc. Profit Sharing Plan perform in 2022?
Blue Ridge Beverage Company, Inc. Profit Sharing Plan grew by 11.4% during 2022, moving from $23M to $25M in total assets. Net income was $3M.
Where can I find official filings for Blue Ridge Beverage Company, Inc. Profit Sharing Plan?
Official Form 5500 filings for Blue Ridge Beverage Company, Inc. Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 540143872 or plan name at efast.dol.gov.
How does Blue Ridge Beverage Company, Inc. Profit Sharing Plan compare to other plans?
You can compare Blue Ridge Beverage Company, Inc. Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 540143872.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.