401(k)
2023 plan-year 401(k) DOL Form 5500

BUDWEISER DISTRIBUTING COMPANY OF BORGER 401(K) RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

BUDWEISER DISTRIBUTING COMPANY OF BORGER, L.P.

This 401(k) plan holds $14M in total assets and serves 143 participants as of 2023. It is sponsored by BUDWEISER DISTRIBUTING COMPANY OF BORGER, L.P. in Texas. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$14M
Participants
143
State
Industry
Wholesale Trade

What the Filing Says About BUDWEISER DISTRIBUTING COMPANY OF BORGER 401(K) RETIREMENT PLAN

BUDWEISER DISTRIBUTING COMPANY OF BORGER 401(K) RETIREMENT PLAN is a 401(k) retirement plan sponsored by BUDWEISER DISTRIBUTING COMPANY OF BORGER, L.P., headquartered in Texas. As of the 2023 Form 5500 filing, the plan reports $14M in total end-of-year assets and covers 143 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 751325404, and the plan has been effective since 1993-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $12M at the beginning of 2023 to $14M at year-end — a gain of 16.2%. Net assets (after liabilities) closed the year at $14M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$12M
Total Assets (End of Year)$14M
Net Assets (End of Year)$14M
Net Income$2M
Plan Type401(k)
Employer EIN751325404
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (BUDWEISER DISTRIBUTING COMPANY OF BORGER, L.P.)

Year Plans Participants Total Assets
2022 1 137 $12M
2023 1 143 $14M
2024 1 144 $15M

Nearby 401(k) Plans in Texas

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

Frequently Asked Questions

How much money is in the BUDWEISER DISTRIBUTING COMPANY OF BORGER 401(K) RETIREMENT PLAN?
As of the 2023 Form 5500 filing, BUDWEISER DISTRIBUTING COMPANY OF BORGER 401(K) RETIREMENT PLAN holds $14M in total assets with 143 participants. It is sponsored by BUDWEISER DISTRIBUTING COMPANY OF BORGER, L.P..
What type of plan is BUDWEISER DISTRIBUTING COMPANY OF BORGER 401(K) RETIREMENT PLAN?
BUDWEISER DISTRIBUTING COMPANY OF BORGER 401(K) RETIREMENT PLAN is a 401(k) plan. It has been effective since 1993-10-01. The plan is filed with the U.S. Department of Labor under EIN 751325404.
Who sponsors the BUDWEISER DISTRIBUTING COMPANY OF BORGER 401(K) RETIREMENT PLAN?
BUDWEISER DISTRIBUTING COMPANY OF BORGER 401(K) RETIREMENT PLAN is sponsored by BUDWEISER DISTRIBUTING COMPANY OF BORGER, L.P., located in Texas. The sponsor's EIN is 751325404 and the plan operates in the Wholesale Trade industry.
How did BUDWEISER DISTRIBUTING COMPANY OF BORGER 401(K) RETIREMENT PLAN perform in 2023?
BUDWEISER DISTRIBUTING COMPANY OF BORGER 401(K) RETIREMENT PLAN grew by 16.2% during 2023, moving from $12M to $14M in total assets. Net income was $2M.
Where can I find official filings for BUDWEISER DISTRIBUTING COMPANY OF BORGER 401(K) RETIREMENT PLAN?
Official Form 5500 filings for BUDWEISER DISTRIBUTING COMPANY OF BORGER 401(K) RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 751325404 or plan name at efast.dol.gov.
How does BUDWEISER DISTRIBUTING COMPANY OF BORGER 401(K) RETIREMENT PLAN compare to other plans?
You can compare BUDWEISER DISTRIBUTING COMPANY OF BORGER 401(K) RETIREMENT PLAN against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 751325404.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.