401(k) · DOL Form 5500 · 2023

United Beverages of North Carolina, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets: 168
Participants Small participant base: 75th
Percentile by assets National rank: $133,103
Avg per participant Near avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: United Beverages of North Carolina, LLC 401(k) Plan · Sponsored by United Beverages of North Carolina, LLC · North Carolina · Wholesale Trade

$22M in assets, 168 participants

United Beverages of North Carolina, LLC's United Beverages of North Carolina, LLC 401(k) Plan reported $22M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

#4,562 in Wholesale Trade (6,309 peers)

Coverage in North Carolina

United Beverages of North Carolina, LLC 401(k) Plan covers 168 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $22M.

#4,562
in Wholesale Trade (6,309 peers): +22.4%
assets growth YoY: 0.2×
vs typical plan assets (national mean)

United Beverages of North Carolina, LLC 401(k) Plan's outsized position by total assets

United Beverages of North Carolina, LLC 401(k) Plan vs every filed plan by assets

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

$22,361,261 Top 25% higher than 75% 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

United Beverages of North Carolina, LLC 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. United Beverages of North Carolina, LLC 401(k) Plan sits mid-pack in the medium band (168 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

United Beverages of North Carolina, LLC 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $4M in the plan year 2023 filing.
United Beverages of North Carolina, LLC 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
United Beverages of North Carolina, LLC 401(k) Plan reported participants rose from 166 in the plan year 2022 filing to 168 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 571168244 · United Beverages of North Carolina, LLC PY 2023 · 401(k)

United Beverages of North Carolina, LLC 401(k) Plan · $22M · 168 · 75th

BOY $22M
BOY 168
BOY 75th
BOY 401(k)
BOY near Northstar Financial Group Employees' 401(k) Savings Plan
BOY ind #4562

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 North Carolina →

End-of-year total assets ($M) among United Beverages of North Carolina, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$22M
Net Income	$4M
Employer EIN	571168244
Plan Effective Date	2004-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (United Beverages of North Carolina, LLC)

Latest sponsor-wide plan assets: $25M 34.28084454566947% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	166	$18M
2023	1	168	$22M
2024	1	174	$25M

Nearby 401(k) Plans in North Carolina

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

United Beverages of North Carolina, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $54.8B · 173,899
Honeywell 401(k) Plan $15.4B · 40,004
Duke Energy Retirement Savings Plan $10.4B · 28,121
Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174

Compare United Beverages of North Carolina, LLC 401(k) Plan side-by-side with 3 peers →

United Beverages of North Carolina, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Northstar Financial Group Employees' 401(k) Savings Plan in MI ($22M); by covered participants it is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Northstar Financial Group Employees' 401(k) Savings Plan (MI) $22M · 254
Jay Henges Enterprises, Inc. Employees Profit Sharing Plan (MO) $22M · 180
Affordable Rent-to-Own, LLC 401(k) Profit Sharing Plan (LA) $22M · 195
Southern Oregon Orthopedics, Inc. 401(k) Profit Sharing Plan (OR) $22M · 183

Similar participant headcount

Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.

Jenkins Linc-Merc, Inc. 401(k) Plan (FL) 168 · 0 off
Serving Children and Adults in Need, Inc. 401(k) Plan (TX) 168 · 0 off
Circle Y Saddles, Inc. 401(k) Profit Sharing Plan (TX) 168 · 0 off
Deseret-Blue Mountain 401(k) Plan (UT) 168 · 0 off

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 United Beverages of North Carolina, LLC 401(k) Plan assets move in 2023? ▼

United Beverages of North Carolina, LLC 401(k) Plan grew sharply - up 22.4% during 2023, from $18M to $22M. Reported net income was $4M.

How have United Beverages of North Carolina, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), United Beverages of North Carolina, LLC's sponsor-wide assets grew 34.3%, from $18M to $25M.

Where does United Beverages of North Carolina, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼

United Beverages of North Carolina, LLC 401(k) Plan ranks in the 75th 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 United Beverages of North Carolina, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Northstar Financial Group Employees' 401(k) Savings Plan in MI ($22M, 254 participants).

Which 401(k) plans cover a similar participant headcount to United Beverages of North Carolina, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants, $3M 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 571168244.