401(k) · DOL Form 5500 · 2022

Horizon Beverage Company 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
200
Participants Below avg headcount
88th
Percentile by assets National rank
$249,625
Avg per participant Above avg balance/head
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Official DOL plan name: Hbc Employees Trust · Sponsored by Horizon Beverage Company · Massachusetts · Wholesale Trade

$50M in assets, 200 participants

Horizon Beverage Company's Hbc Employees Trust reported $50M in total assets and 200 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,098 in Wholesale Trade (6,843 peers)

Coverage in Massachusetts

Hbc Employees Trust covers 200 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $50M.

#6,098
in Wholesale Trade (6,843 peers)
+3.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Hbc Employees Trust's outsized position by total assets

Hbc Employees Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$49,924,977 Top 12% higher than 88% of 139,123 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 2022

Hbc Employees Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hbc Employees Trust sits mid-pack in the medium band (200 participants).

DOL schedule card

Filing strip 041123650 · Horizon Beverage Company PY 2022 · 401(k)

Hbc Employees Trust · $50M · 200 · 88th

  • ASSETS $50M
  • ASSETS 200
  • ASSETS 88th
  • ASSETS 401(k)
  • ASSETS near Porky Products Inc. Employee's Profit Sharing & Savings Plan
  • ASSETS ind #6098

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 Massachusetts →

Hbc Employees Trust in the asset neighbourhood

Fres-Co System USA, Inc. Retirement Savings PlanFres-Co System USA, Inc. Ret…$50MPorky Products Inc. Employee's Profit Sharing & Savings PlanPorky Products Inc. Employee…$50MHbc Employees Trust$50MAvenu Insights & Analytics, LLC 401(k) PlanAvenu Insights & Analytics, …$50MWinchester Interconnect 401(k) PlanWinchester Interconnect 401(…$50M
End-of-year total assets ($M) among Hbc Employees Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$50M
Net Income$2M
Employer EIN041123650
Plan Effective Date1955-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Horizon Beverage Company)

Sponsor-wide plan assets over time

All Horizon Beverage Company plans reported in each filing year

Latest sponsor-wide plan assets
$81M 23.64282699558873% vs 2022
2023 filing year
$60M$65M$70M$75M$80M$85M 20222023 $65.8M $81.3M ▲ +23.6%
Year Plans Participants Total Assets
2022 2 345 $66M
2023 2 351 $81M

Nearby 401(k) Plans in Massachusetts

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

Hbc Employees Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Hbc Employees Trust, Total assets ($B): 0.049924977 · Participants: 200Hbc Employees TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Hbc Employees Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Hbc Employees Trust side-by-side with 3 peers →

Hbc Employees Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Porky Products Inc. Employee's Profit Sharing & Savings Plan in NJ ($50M); by covered participants it is D & D Gear, Inc. 401(k) Profit Sharing Plan in CA (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hbc Employees Trust assets move in 2022? ▼
Hbc Employees Trust edged up modestly - up 3.6% during 2022, from $48M to $50M. Reported net income was $2M.
How have Horizon Beverage Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Horizon Beverage Company's sponsor-wide assets grew 23.6%, from $66M to $81M.
Where does Hbc Employees Trust rank by assets among Form 5500 filers? ▼
Hbc Employees Trust ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hbc Employees Trust? ▼
Among 401(k) plans in other states, the closest by assets is Porky Products Inc. Employee's Profit Sharing & Savings Plan in NJ ($50M, 243 participants).
Which 401(k) plans cover a similar participant headcount to Hbc Employees Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is D & D Gear, Inc. 401(k) Profit Sharing Plan in CA (200 participants, $22M in assets).

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 041123650.

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.