401(k) · DOL Form 5500 · 2023

Adams Beverages, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets: 681
Participants Below avg headcount: 72nd
Percentile by assets National rank: $27,759
Avg per participant Low balance/head

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Official DOL plan name: Adams Beverages 401(k)Plan · Sponsored by Adams Beverages, LLC · Alabama · Wholesale Trade

$19M in assets, 681 participants

Adams Beverages, LLC's Adams Beverages 401(k)Plan reported $19M in total assets and 681 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

#4,299 in Wholesale Trade (6,309 peers)

Adams Beverages, LLC multi-year trail

Adams Beverages, LLC's plans moved +23.6% in assets from 2022 to 2024; this filing shows Adams Beverages 401(k)Plan at $19M / 681 participants.

#4,299
in Wholesale Trade (6,309 peers): +15.2%
assets growth YoY

Adams Beverages 401(k)Plan's outsized position by total assets

Adams Beverages 401(k)Plan vs every filed plan by assets

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

$18,903,873 Top 28% higher than 72% 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

Adams Beverages 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. Adams Beverages 401(k)Plan sits mid-pack in the medium band (681 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%)

Adams Beverages 401(k)Plan reported participants rose from 507 in the plan year 2022 filing to 681 in the plan year 2023 filing.
Adams Beverages 401(k)Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
Adams Beverages 401(k)Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630733351 · Adams Beverages, LLC PY 2023 · 401(k)

Adams Beverages 401(k)Plan · $19M · 681 · 72nd

NET $19M
BOOK 681
VS-ST 72nd
BOY 401(k)
SCH near Golub & Company, LLC 401(k) Plan
EBSA ind #4299

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 Alabama →

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

Adams Beverages, LLC multi-year asset trail

Latest sponsor-wide plan assets: $20M 23.608814693665813% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	507	$16M
2023	1	681	$19M
2024	1	672	$20M

Adams Beverages, LLC filing trail (2023)

Total Assets (Beginning of Year)	$16M
Net Assets (End of Year)	$19M
Net Income	$2M
Employer EIN	630733351
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Adams Beverages 401(k)Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Regions Financial Corporation 401(k) Plan $2.9B · 20,733
Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
Hexagon Employee Retirement Savings Plan $1.5B · 4,618
Vulcan 401(k) Plan $1.4B · 9,487
Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A

Compare Adams Beverages 401(k)Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest 401(k) by assets is Golub & Company, LLC 401(k) Plan in IL ($19M); by covered participants it is Verifone, Inc. 401(k) Retirement Savings & Investment Plan in FL (681 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Golub & Company, LLC 401(k) Plan (IL) $19M · 120
Stanley D. Lindsey & Associates, Ltd. 401(k) Plan (TN) $19M · 63
Met-Con Companies 401(k) Plan (MN) $19M · 194
Charleston Gastro Specialists, P.a. Profit Sharing 401(k) Plan (SC) $19M · 169

Similar participant headcount

Nearest other-state filings by covered participants (681 participants); asset peers above are excluded.

Verifone, Inc. 401(k) Retirement Savings & Investment Plan (FL) 681 · 0 off
Uintah Basin Medical Center 401(k) Profit Sharing Plan (UT) 681 · 0 off
Nussbaum Transportation Services, Inc. 401(k) Plan & Trust (IL) 681 · 0 off
Jmb Realty Corporation Employees Savings Plan (IL) 681 · 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 Adams Beverages 401(k)Plan assets move in 2023? ▼

Adams Beverages 401(k)Plan grew sharply - up 15.2% during 2023, from $16M to $19M. Reported net income was $2M.

How have Adams Beverages, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Adams Beverages, LLC's sponsor-wide assets grew 23.6%, from $16M to $20M.

Which 401(k) plans are similar in size to Adams Beverages 401(k)Plan? ▼

Among 401(k) plans in other states, the closest by assets is Golub & Company, LLC 401(k) Plan in IL ($19M, 120 participants).

Which 401(k) plans cover a similar participant headcount to Adams Beverages 401(k)Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Verifone, Inc. 401(k) Retirement Savings & Investment Plan in FL (681 participants, $167M 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 630733351.