401(k) · DOL Form 5500 · 2023

Markstein Sales Co. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
145
Participants Small participant base
61st
Percentile by assets National rank
$76,099
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Markstein Beverage Co. 401(k) Retirement Plan · Sponsored by Markstein Sales Co. · California · Wholesale Trade

$11M in assets, 145 participants

Markstein Sales Co.'s Markstein Beverage Co. 401(k) Retirement Plan reported $11M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,359 in Wholesale Trade (6,309 peers)

Coverage in California

Markstein Beverage Co. 401(k) Retirement Plan covers 145 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $11M.

#3,359
in Wholesale Trade (6,309 peers)
+26.3%
assets growth YoY

Markstein Beverage Co. 401(k) Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Markstein Beverage Co. 401(k) Retirement Plan vs every filed plan by assets

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

$11,034,396 Top 39% higher than 61% 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

Markstein Beverage Co. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Markstein Beverage Co. 401(k) Retirement Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Markstein Beverage Co. 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Markstein Beverage Co. 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Markstein Beverage Co. 401(k) Retirement Plan reported participants rose from 133 in the plan year 2022 filing to 145 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941307057 · Markstein Sales Co. PY 2023 · 401(k)

Markstein Beverage Co. 401(k) Retirement Plan · $11M · 145 · 61st

  • NET $11M
  • NET 145
  • NET 61st
  • NET 401(k)
  • NET near Echelon Supply & Service, Inc. 401(k) Plan
  • NET ind #3359

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 Co. 401(k) Retirement Plan in the asset neighbourhood

North Metro Community Services Inc. 401(k) PlanNorth Metro Community Servic…$11MMarkstein Beverage Co. 401(k) Retirement PlanMarkstein Beverage Co. 401(k…$11MEchelon Supply & Service, Inc. 401(k) PlanEchelon Supply & Service, In…$11MXpel, Inc. Retirement Trust$11MFour Star Freightliner, Inc. 401(k) PlanFour Star Freightliner, Inc.…$11M
End-of-year total assets ($M) among Markstein Beverage Co. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN941307057
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Markstein Sales Co.)

Sponsor-wide plan assets over time

All Markstein Sales Co. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 38.835901674025784% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.74M $12.1M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 133 $9M
2023 1 145 $11M
2024 1 180 $12M

Nearby 401(k) Plans in California

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

Markstein Beverage Co. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Markstein Beverage Co. 401(k) Retirement Plan, Total assets ($B): 0.011034396 · Participants: 145Markstein Beverage Co. 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Markstein Beverage Co. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Markstein Beverage Co. 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Echelon Supply & Service, Inc. 401(k) Plan in NY ($11M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Markstein Beverage Co. 401(k) Retirement Plan assets move in 2023? ▼
Markstein Beverage Co. 401(k) Retirement Plan grew sharply - up 26.3% during 2023, from $9M to $11M. Reported net income was $2M.
How have Markstein Sales Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Markstein Sales Co.'s sponsor-wide assets grew 38.8%, from $9M to $12M.
Which 401(k) plans are similar in size to Markstein Beverage Co. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Echelon Supply & Service, Inc. 401(k) Plan in NY ($11M, 287 participants).
Which 401(k) plans cover a similar participant headcount to Markstein Beverage Co. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 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 941307057.

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.