401(k) · DOL Form 5500 · 2023
City Beverages, LLC 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 229
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $74,988
- Avg per participant Below avg balance/head
Official DOL plan name: City Beverages 401(k) Plan · Sponsored by City Beverages, LLC · Florida · Wholesale Trade
$17M in assets, 229 participants
City Beverages, LLC's City Beverages 401(k) Plan reported $17M in total assets and 229 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #4,144 in Wholesale Trade (6,309 peers)
Coverage in Florida
City Beverages 401(k) Plan covers 229 participants in Florida, about 36% of the average Florida filer (state average ~628 per filing). Assets: $17M.
- #4,144
- in Wholesale Trade (6,309 peers)
- +20.1%
- assets growth YoY
City Beverages 401(k) Plan's outsized position by total assets
City Beverages 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,172,211 Top 30% higher than 70% 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
City Beverages 401(k) 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. City Beverages 401(k) Plan sits mid-pack in the medium band (229 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- City Beverages 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- City Beverages 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- City Beverages 401(k) Plan reported participants rose from 201 in the plan year 2022 filing to 229 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 593472640 · City Beverages, LLC PY 2023 · 401(k)
City Beverages 401(k) Plan · $17M · 229 · 70th
- 5500 $17M
- 5500 229
- 5500 70th
- 5500 401(k)
- 5500 near Udacity 401(k) Plan
- 5500 ind #4144
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 Florida →
City Beverages 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 593472640 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (City Beverages, LLC)
Sponsor-wide plan assets over time
All City Beverages, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 32.571622894952995% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 201 | $14M |
| 2023 | 1 | 229 | $17M |
| 2024 | 1 | 240 | $19M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
City Beverages 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Udacity 401(k) Plan in CA ($17M); by covered participants it is P3 Health Partners 401(k) Plan in NV (229 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Udacity 401(k) Plan (CA) $17M · 177
- Generate Capital Inc. 401(k) Plan (CA) $17M · 181
- Joseph Phelps Vineyards 401(k) Profit Sharing Plan (CA) $17M · 161
- Central Valley Meat Co. 401(k) Plan (CA) $17M · 909
Similar participant headcount
Nearest other-state filings by covered participants (229 participants); asset peers above are excluded.
- P3 Health Partners 401(k) Plan (NV) 229 · 0 off
- Yamamoto of Orient, Inc. Shared Savings Plan (CA) 229 · 0 off
- Superior Credit Union, Inc. 401(k) Plan and Trust (OH) 229 · 0 off
- Skin Cancer and Cosmetic Dermatology 401(k) Plan a (GA) 229 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.