401(k) · DOL Form 5500 · 2023

Suncoast Beverage Sales, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
323
Participants Below avg headcount
64th
Percentile by assets National rank
$39,686
Avg per participant Low balance/head
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Official DOL plan name: Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust · Sponsored by Suncoast Beverage Sales, LLC · Florida · Wholesale Trade

$13M in assets, 323 participants

Suncoast Beverage Sales, LLC's Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust reported $13M in total assets and 323 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,608 in Wholesale Trade (6,309 peers)

Suncoast Beverage Sales, LLC multi-year trail

Suncoast Beverage Sales, LLC's plans moved +33.2% in assets from 2022 to 2024; this filing shows Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust at $13M / 323 participants.

#3,608
in Wholesale Trade (6,309 peers)
+18.3%
assets growth YoY

Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers

Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$12,818,423 Top 36% higher than 64% 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

Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust 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. Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (323 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust reported participants fell from 330 in the plan year 2022 filing to 323 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 650191376 · Suncoast Beverage Sales, LLC PY 2023 · 401(k)

Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust · $13M · 323 · 64th

  • RANK $13M
  • PHOTO 323
  • IND 64th
  • EOY 401(k)
  • 5500 near Assetmark Pooled Employer Plan
  • ASSETS ind #3608

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 →

Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Suncoast Beverage Sales 401(k) Profit Sharing Plan & TrustSuncoast Beverage Sales 401(…$13MAssetmark Pooled Employer PlanAssetmark Pooled Employer Pl…$13MAvalon Capital Group II, LLC 401(k) PlanAvalon Capital Group II, LLC…$13MQuality Sausage Company LLC 401(k) Defined Contribution PlanQuality Sausage Company LLC …$13MCart.Com Retirement Plan$13M
End-of-year total assets ($M) among Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Suncoast Beverage Sales, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Suncoast Beverage Sales, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 33.19797506990512% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.8M $14.4M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 330 $11M
2023 1 323 $13M
2024 1 356 $14M

Suncoast Beverage Sales, LLC filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN650191376
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.012818423 · Participants: 323Suncoast Beverage Sales 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Assetmark Pooled Employer Plan in SD ($13M); by covered participants it is Fairmount Homes 401(k) Savings Plan in PA (323 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (323 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 Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust grew sharply - up 18.3% during 2023, from $11M to $13M. Reported net income was $2M.
How have Suncoast Beverage Sales, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Suncoast Beverage Sales, LLC's sponsor-wide assets grew 33.2%, from $11M to $14M.
Which 401(k) plans are similar in size to Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Assetmark Pooled Employer Plan in SD ($13M, 618 participants).
Which 401(k) plans cover a similar participant headcount to Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Fairmount Homes 401(k) Savings Plan in PA (323 participants, N/A 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 650191376.

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.