401(k) · DOL Form 5500 · 2023

Fahr Beverage, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
63
Participants Small participant base
53rd
Percentile by assets National rank
$119,911
Avg per participant Near avg balance/head
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Official DOL plan name: Fahr Beverage, Inc. 401(k) Plan · Sponsored by Fahr Beverage, Inc. · Iowa · Wholesale Trade

$8M in assets, 63 participants

Fahr Beverage, Inc.'s Fahr Beverage, Inc. 401(k) Plan reported $8M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,711 in Wholesale Trade (6,309 peers)

Fahr Beverage, Inc. multi-year trail

Fahr Beverage, Inc.'s plans moved +52.2% in assets from 2022 to 2024; this filing shows Fahr Beverage, Inc. 401(k) Plan at $8M / 63 participants.

#2,711
in Wholesale Trade (6,309 peers)
+28.1%
assets growth YoY

Fahr Beverage, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Fahr Beverage, Inc. 401(k) Plan vs every filed plan by assets

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

$7,554,366 Top 47% higher than 53% 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

Fahr Beverage, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fahr Beverage, Inc. 401(k) Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fahr Beverage, Inc. 401(k) Plan reported net income rose from -$838K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Fahr Beverage, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Fahr Beverage, Inc. 401(k) Plan reported participants fell from 65 in the plan year 2022 filing to 63 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 420797836 · Fahr Beverage, Inc. PY 2023 · 401(k)

Fahr Beverage, Inc. 401(k) Plan · $8M · 63 · 53rd

  • 5500 $8M
  • ASSETS 63
  • PCT 53rd
  • EIN 401(k)
  • RANK near Trailwest Bank 401(k) Plan
  • PHOTO ind #2711

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 Iowa →

Fahr Beverage, Inc. 401(k) Plan in the asset neighbourhood

Vanasse & Associates, Inc. 401(k) PlanVanasse & Associates, Inc. 4…$8MCamelot Venture Group LLC 401(k) Profit Sharing Plan & TrustCamelot Venture Group LLC 40…$8MFahr Beverage, Inc. 401(k) PlanFahr Beverage, Inc. 401(k) P…$8MTrailwest Bank 401(k) Plan$8MPhoenix Process Equipment Co. 401(k) Savings PlanPhoenix Process Equipment Co…$8M
End-of-year total assets ($M) among Fahr Beverage, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fahr Beverage, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fahr Beverage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 52.1617096493475% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $5.9M $8.97M ▲ +52.0%
Year Plans Participants Total Assets
2022 1 65 $6M
2023 1 63 $8M
2024 1 67 $9M

Fahr Beverage, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN420797836
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Fahr Beverage, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Fahr Beverage, Inc. 401(k) Plan, Total assets ($B): 0.007554366 · Participants: 63Fahr Beverage, Inc. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Fahr Beverage, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Fahr Beverage, Inc. 401(k) Plan side-by-side with 3 peers →

Fahr Beverage, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Trailwest Bank 401(k) Plan in MT ($8M); by covered participants it is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Fahr Beverage, Inc. 401(k) Plan assets move in 2023? ▼
Fahr Beverage, Inc. 401(k) Plan grew sharply - up 28.1% during 2023, from $6M to $8M. Reported net income was $2M.
How have Fahr Beverage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fahr Beverage, Inc.'s sponsor-wide assets grew 52.2%, from $6M to $9M.
Which 401(k) plans are similar in size to Fahr Beverage, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trailwest Bank 401(k) Plan in MT ($8M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Fahr Beverage, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Mcdevitt Companies Employee 401(k) Plan in NH (63 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 420797836.

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.