401(k) · DOL Form 5500 · 2023

Indian Trail Alcoholic Beverag 401(k) Plan

Data updated 2026-08-25

$6K
Total assets Small plan by assets
29
Participants Small participant base
1st
Percentile by assets National rank
$207
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Indian Trail Alcoholic Beverag 401(k) Profit Sharing Plan & Trust · Sponsored by Indian Trail Alcoholic Beverag · North Carolina · Retail Trade

$6K in assets, 29 participants

Indian Trail Alcoholic Beverag's Indian Trail Alcoholic Beverag 401(k) Profit Sharing Plan & Trust reported $6K in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

  • #142 in Retail Trade (8,414 peers)

What the 2023 filing shows

Indian Trail Alcoholic Beverag 401(k) Profit Sharing Plan & Trust holds $6K for 29 participants - about $207 per participant, among the smaller plans by assets on file.

#142
in Retail Trade (8,414 peers)
$6K
reported net income

Indian Trail Alcoholic Beverag 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Indian Trail Alcoholic Beverag 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,997 1st percentile higher than 1% 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

Indian Trail Alcoholic Beverag 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Indian Trail Alcoholic Beverag 401(k) Profit Sharing Plan & Trust is a small filing (29 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 273217658 · Indian Trail Alcoholic Beverag PY 2023 · 401(k)

Indian Trail Alcoholic Beverag 401(k) Profit Sharing Plan & Trust · $6K · 29 · 1st

  • PART $6K
  • PART 29
  • PART 1st
  • PART 401(k)
  • PART near Precision Circuits Employee Stock Ownership Plan
  • PART ind #142

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 North Carolina →

Indian Trail Alcoholic Beverag 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Indian Trail Alcoholic Beverag 401(k) Profit Sharing Plan & TrustIndian Trail Alcoholic Bever…$6KPrecision Circuits Employee Stock Ownership PlanPrecision Circuits Employee …$6KMascar, Inc. 401(k) Profit Sharing PlanMascar, Inc. 401(k) Profit S…$6KBoca Pro Lawns, Inc. 401(k) PlanBoca Pro Lawns, Inc. 401(k) …$6KForterra Building Products Retirement Savings PlanForterra Building Products R…$6K
End-of-year total assets ($M) among Indian Trail Alcoholic Beverag 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$6K
Net Income$6K
Employer EIN273217658
Plan Effective Date2022-01-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Indian Trail Alcoholic Beverag 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Indian Trail Alcoholic Beverag 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000005997 · Participants: 29Indian Trail Alcoholic Beverag 401(k) Profit Sharing Plan & TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Indian Trail Alcoholic Beverag 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Indian Trail Alcoholic Beverag 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Indian Trail Alcoholic Beverag 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Precision Circuits Employee Stock Ownership Plan in IL ($6K); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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

Where does Indian Trail Alcoholic Beverag 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Indian Trail Alcoholic Beverag 401(k) Profit Sharing Plan & Trust ranks in the 1st 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 Indian Trail Alcoholic Beverag 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Precision Circuits Employee Stock Ownership Plan in IL ($6K, 37 participants).
Which 401(k) plans cover a similar participant headcount to Indian Trail Alcoholic Beverag 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants, $2M 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 273217658.

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.