Profit Sharing · DOL Form 5500 · 2023
Rockin Beverage Inc Profit Sharing Plan
Data updated 2026-08-25
- $243K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 12th
- Percentile by assets National rank
Official DOL plan name: Rockin Beverage Investment Plan · Sponsored by Rockin Beverage Inc · Colorado · Manufacturing
$243K in assets, N/A participants
Rockin Beverage Inc's Rockin Beverage Investment Plan reported $243K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.
- #878 in Manufacturing (18,722 peers)
What the 2023 filing shows
Rockin Beverage Investment Plan holds $243K for N/A participants, among the smaller plans by assets on file.
- #878
- in Manufacturing (18,722 peers)
- +5.7%
- assets growth YoY
Rockin Beverage Investment Plan among the smaller filed plans by assets
Rockin Beverage Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$243,108 12th percentile higher than 12% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rockin Beverage Investment Plan reported net income fell from $230K in the plan year 2022 filing to $13K in the plan year 2023 filing.
- Rockin Beverage Investment Plan end-of-year assets rose from $230K in the plan year 2022 filing to $243K in the plan year 2023 filing.
DOL schedule card
Filing strip 881857734 · Rockin Beverage Inc PY 2023 · Profit Sharing
Rockin Beverage Investment Plan · $243K · N/A · 12th
- VS-ST $243K
- VS-ST N/A
- VS-ST 12th
- VS-ST Profit Sharing
- VS-ST near Bernest Enterprises, Inc. Retirement Plan
- VS-ST ind #878
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 Manufacturing retirement plans → · Plans in Colorado →
Rockin Beverage Investment Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $230K |
|---|---|
| Net Assets (End of Year) | $243K |
| Net Income | $13K |
| Employer EIN | 881857734 |
| Plan Effective Date | 2022-04-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rockin Beverage Inc)
Sponsor-wide plan assets over time
All Rockin Beverage Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $249K 8.043139010723896% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $230K |
| 2023 | 1 | N/A | $243K |
| 2024 | 1 | N/A | $249K |
Nearby Profit Sharing Plans in Colorado
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Hensel Phelps Hourly Retirement Plan $59M · 695
- Liberty Pr Mobility 401(k) Savings Plans $43M · 1,212
- Amended & Restated Profit Sharing Plan of Midwest Pms $38M · 133
- Peterson Company Profit-Sharing Plan $18M · 26
- Retirement Plan of Public Broadcasting of Colorado, Inc. $16M · 182
Rockin Beverage Investment Plan's closest out-of-state Profit Sharing peers by assets
Outside Colorado, the nearest Profit Sharing by end-of-year assets is Bernest Enterprises, Inc. Retirement Plan in PA at $243K (this filing: $243K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($243K here).
- Bernest Enterprises, Inc. Retirement Plan (PA) $243K · 3
- Acp Inc. Profit Sharing Plan (OH) $243K · 1
- Arik Hertz Enterprises, Inc. Retirement Plan (PA) $243K · 1
- I. Figueroa Estasie Retirement Plan (PR) $243K · 1
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.