401(k) · DOL Form 5500 · 2023

Alliance Beverage Distributing LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
407
Participants Below avg headcount
77th
Percentile by assets National rank
$64,533
Avg per participant Low balance/head
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Official DOL plan name: Alliance Beverage Distributing LLC Employees Retirement Plan · Sponsored by Alliance Beverage Distributing LLC · Michigan · Transportation & Warehousing

$26M in assets, 407 participants

Alliance Beverage Distributing LLC's Alliance Beverage Distributing LLC Employees Retirement Plan reported $26M in total assets and 407 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,561 in Transportation & Warehousing (3,362 peers)

Where Alliance Beverage Distributing LLC Employees Retirement Plan sits by assets

Alliance Beverage Distributing LLC Employees Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 407 participants (~$64,533/participant), up 19.3% in 2023.

#2,561
in Transportation & Warehousing (3,362 peers)
+19.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Alliance Beverage Distributing LLC Employees Retirement Plan's outsized position by total assets

Alliance Beverage Distributing LLC Employees Retirement Plan vs every filed plan by assets

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

$26,264,993 Top 23% higher than 77% 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

Alliance Beverage Distributing LLC Employees 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. Alliance Beverage Distributing LLC Employees Retirement Plan sits mid-pack in the medium band (407 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alliance Beverage Distributing LLC Employees Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Alliance Beverage Distributing LLC Employees Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Alliance Beverage Distributing LLC Employees Retirement Plan reported participants rose from 365 in the plan year 2022 filing to 407 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 462038111 · Alliance Beverage Distributing LLC PY 2023 · 401(k)

Alliance Beverage Distributing LLC Employees Retirement Plan · $26M · 407 · 77th

  • SCH $26M
  • SCH 407
  • SCH 77th
  • SCH 401(k)
  • SCH near Engel Burman Senior Housing 401(k) Plan
  • SCH ind #2561

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 Transportation & Warehousing retirement plans → · Plans in Michigan →

Alliance Beverage Distributing LLC Employees Retirement Plan in the asset neighbourhood

Engel Burman Senior Housing 401(k) PlanEngel Burman Senior Housing …$26MKinaxis Corp. 401(k) Plan$26MLimoneira 401(k) Plan$26MAlliance Beverage Distributing LLC Employees Retirement PlanAlliance Beverage Distributi…$26MCantey Hanger 401(k) Plan$26M
End-of-year total assets ($M) among Alliance Beverage Distributing LLC Employees Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN462038111
Plan Effective Date1991-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliance Beverage Distributing LLC)

Sponsor-wide plan assets over time

All Alliance Beverage Distributing LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 17.54704580659639% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $22M $25.9M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 365 $22M
2023 1 407 $26M
2024 1 460 $26M

Nearby 401(k) Plans in Michigan

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

Alliance Beverage Distributing LLC Employees Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Alliance Beverage Distributing LLC Employees Retirement Plan, Total assets ($B): 0.026264993 · Participants: 407Alliance Beverage Distributing LLC Employees Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Alliance Beverage Distributing LLC Employees Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

Alliance Beverage Distributing LLC Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Engel Burman Senior Housing 401(k) Plan in NY ($26M); by covered participants it is Ross Aviation Retirement Savings Plan in CO (407 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (407 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 Alliance Beverage Distributing LLC Employees Retirement Plan assets move in 2023?
Alliance Beverage Distributing LLC Employees Retirement Plan grew sharply - up 19.3% during 2023, from $22M to $26M. Reported net income was $4M.
How have Alliance Beverage Distributing LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Alliance Beverage Distributing LLC's sponsor-wide assets grew 17.5%, from $22M to $26M.
Where does Alliance Beverage Distributing LLC Employees Retirement Plan rank by assets among Form 5500 filers?
Alliance Beverage Distributing LLC Employees Retirement Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Alliance Beverage Distributing LLC Employees Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Engel Burman Senior Housing 401(k) Plan in NY ($26M, 2,075 participants).
Which 401(k) plans cover a similar participant headcount to Alliance Beverage Distributing LLC Employees Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Ross Aviation Retirement Savings Plan in CO (407 participants, N/A in assets).