401(k) · DOL Form 5500 · 2023

Union Beverage Packers LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
340
Participants Below avg headcount
37th
Percentile by assets National rank
$9,527
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Union Beverage 401(k) Plan · Sponsored by Union Beverage Packers LLC · New Jersey · Manufacturing

$3M in assets, 340 participants

Union Beverage Packers LLC's Union Beverage 401(k) Plan reported $3M in total assets and 340 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,783 in Manufacturing (18,722 peers)

Coverage in New Jersey

Union Beverage 401(k) Plan covers 340 participants in New Jersey, about 40% of the average New Jersey filer (state average ~844 per filing). Assets: $3M.

#3,783
in Manufacturing (18,722 peers)
+65.2%
assets growth YoY

Union Beverage 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Union Beverage 401(k) Plan vs every filed plan by assets

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

$3,239,083 37th percentile higher than 37% 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

Union Beverage 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. Union Beverage 401(k) Plan sits mid-pack in the medium band (340 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Union Beverage 401(k) Plan reported net income rose from $541K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Union Beverage 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Union Beverage 401(k) Plan reported participants fell from 400 in the plan year 2022 filing to 340 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260060952 · Union Beverage Packers LLC PY 2023 · 401(k)

Union Beverage 401(k) Plan · $3M · 340 · 37th

  • PHOTO $3M
  • PHOTO 340
  • PHOTO 37th
  • PHOTO 401(k)
  • PHOTO near Alabama Urology & Robotics Center, PC 401(k) Profit Sharing Plan
  • PHOTO ind #3783

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 Manufacturing retirement plans → · Plans in New Jersey →

Union Beverage 401(k) Plan in the asset neighbourhood

Union Beverage 401(k) Plan$3MAlabama Urology & Robotics Center, PC 401(k) Profit Sharing PlanAlabama Urology & Robotics C…$3MVail Rubber Works, Inc. Collectively Bargained 401(k) Retirement PlanVail Rubber Works, Inc. Coll…$3MBurmont, Inc. Employees' 401(k) Retirement PlanBurmont, Inc. Employees' 401…$3MHinkle Metals & Supply Company, Inc. Profit Sharing PlanHinkle Metals & Supply Compa…$3M
End-of-year total assets ($M) among Union Beverage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN260060952
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Beverage Packers LLC)

Sponsor-wide plan assets over time

All Union Beverage Packers LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 126.54598986490278% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.96M $4.44M ▲ +126.5%
Year Plans Participants Total Assets
2022 1 400 $2M
2023 1 340 $3M
2024 1 321 $4M

Nearby 401(k) Plans in New Jersey

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

Union Beverage 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Union Beverage 401(k) Plan, Total assets ($B): 0.003239083 · Participants: 340Union Beverage 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Union Beverage 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Union Beverage 401(k) Plan side-by-side with 3 peers →

Union Beverage 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Alabama Urology & Robotics Center, PC 401(k) Profit Sharing Plan in AL ($3M); by covered participants it is Red River Bank 401(k) Profit Sharing Plan in LA (340 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (340 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 Union Beverage 401(k) Plan assets move in 2023? ▼
Union Beverage 401(k) Plan surged - up 65.2% during 2023, from $2M to $3M. Reported net income was $1M.
How have Union Beverage Packers LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Beverage Packers LLC's sponsor-wide assets grew 126.5%, from $2M to $4M.
Which 401(k) plans are similar in size to Union Beverage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alabama Urology & Robotics Center, PC 401(k) Profit Sharing Plan in AL ($3M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Union Beverage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red River Bank 401(k) Profit Sharing Plan in LA (340 participants, $32M 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 260060952.

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.