401(k) · DOL Form 5500 · 2023

City Beverage-Illinois, L.L.C. Dba Lakeshore Beverage 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
350
Participants Below avg headcount
78th
Percentile by assets National rank
$76,619
Avg per participant Below avg balance/head
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Official DOL plan name: Lakeshore Beverage 401(k) Plan · Sponsored by City Beverage-Illinois, L.L.C. Dba Lakeshore Beverage · Tennessee · Wholesale Trade

$27M in assets, 350 participants

City Beverage-Illinois, L.L.C. Dba Lakeshore Beverage's Lakeshore Beverage 401(k) Plan reported $27M in total assets and 350 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,820 in Wholesale Trade (6,309 peers)

Coverage in Tennessee

Lakeshore Beverage 401(k) Plan covers 350 participants in Tennessee, about 31% of the average Tennessee filer (state average ~1,126 per filing). Assets: $27M.

#4,820
in Wholesale Trade (6,309 peers)
+21.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lakeshore Beverage 401(k) Plan's outsized position by total assets

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

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

$26,816,629 Top 22% higher than 78% 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

Lakeshore 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. Lakeshore Beverage 401(k) Plan sits mid-pack in the medium band (350 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lakeshore Beverage 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Lakeshore Beverage 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Lakeshore Beverage 401(k) Plan reported participants rose from 322 in the plan year 2022 filing to 350 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 203389424 · City Beverage-Illinois, L.L.C. Dba Lakeshore Beverage PY 2023 · 401(k)

Lakeshore Beverage 401(k) Plan · $27M · 350 · 78th

  • ASSETS $27M
  • PCT 350
  • EIN 78th
  • RANK 401(k)
  • PHOTO near Lcy Elastomers Savings & Profit Sharing Plan
  • IND ind #4820

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 Tennessee →

Lakeshore Beverage 401(k) Plan in the asset neighbourhood

Lakeshore Beverage 401(k) PlanLakeshore Beverage 401(k) Pl…$27MLcy Elastomers Savings & Profit Sharing PlanLcy Elastomers Savings & Pro…$27MThe Davis Companies 401(k) PlanThe Davis Companies 401(k) P…$27MFirstbank Southwest 401(k) & Profit Sharing PlanFirstbank Southwest 401(k) &…$27MTsrc, Inc. Savings & Investment PlanTsrc, Inc. Savings & Investm…$27M
End-of-year total assets ($M) among Lakeshore Beverage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN203389424
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (City Beverage-Illinois, L.L.C. Dba Lakeshore Beverage)

Sponsor-wide plan assets over time

All City Beverage-Illinois, L.L.C. Dba Lakeshore Beverage plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $22.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 322 $22M
2023 1 350 $27M
2024 1 336 N/A

Nearby 401(k) Plans in Tennessee

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

Lakeshore Beverage 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Lakeshore Beverage 401(k) Plan, Total assets ($B): 0.026816629 · Participants: 350Lakeshore Beverage 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Lakeshore Beverage 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Lakeshore Beverage 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Lcy Elastomers Savings & Profit Sharing Plan in TX ($27M); by covered participants it is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (350 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (350 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 Lakeshore Beverage 401(k) Plan assets move in 2023? ▼
Lakeshore Beverage 401(k) Plan grew sharply - up 21.1% during 2023, from $22M to $27M. Reported net income was $5M.
Where does Lakeshore Beverage 401(k) Plan rank by assets among Form 5500 filers? ▼
Lakeshore Beverage 401(k) Plan ranks in the 78th 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 Lakeshore Beverage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lcy Elastomers Savings & Profit Sharing Plan in TX ($27M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Lakeshore Beverage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (350 participants, $7M 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 203389424.

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.