401(k) · DOL Form 5500 · 2023

Kramer Beverage Co., LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
256
Participants Below avg headcount
81st
Percentile by assets National rank
$129,431
Avg per participant Near avg balance/head
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Official DOL plan name: Kramer Beverage Co. , LLC Employees' Profit Sharing Plan · Sponsored by Kramer Beverage Co., LLC · New Jersey · Wholesale Trade

$33M in assets, 256 participants

Kramer Beverage Co., LLC's Kramer Beverage Co. , LLC Employees' Profit Sharing Plan reported $33M in total assets and 256 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #5,063 in Wholesale Trade (6,309 peers)

Coverage in New Jersey

Kramer Beverage Co. , LLC Employees' Profit Sharing Plan covers 256 participants in New Jersey, about 30% of the average New Jersey filer (state average ~844 per filing). Assets: $33M.

#5,063
in Wholesale Trade (6,309 peers)
+21.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kramer Beverage Co. , LLC Employees' Profit Sharing Plan's outsized position by total assets

Kramer Beverage Co. , LLC Employees' Profit Sharing Plan vs every filed plan by assets

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

$33,134,399 Top 19% higher than 81% 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

Kramer Beverage Co. , LLC Employees' Profit Sharing 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. Kramer Beverage Co. , LLC Employees' Profit Sharing Plan sits mid-pack in the medium band (256 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kramer Beverage Co. , LLC Employees' Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Kramer Beverage Co. , LLC Employees' Profit Sharing Plan end-of-year assets rose from $27M in the plan year 2022 filing to $33M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 223715581 · Kramer Beverage Co., LLC PY 2023 · 401(k)

Kramer Beverage Co. , LLC Employees' Profit Sharing Plan · $33M · 256 · 81st

  • EOY $33M
  • 5500 256
  • ASSETS 81st
  • PCT 401(k)
  • EIN near Medhq, LLC 401(k) Plan
  • RANK ind #5063

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 New Jersey →

Kramer Beverage Co. , LLC Employees' Profit Sharing Plan in the asset neighbourhood

C.G. Schmidt, Inc. Defined Contribution PlanC.G. Schmidt, Inc. Defined C…$33MKramer Beverage Co. , LLC Employees' Profit Sharing PlanKramer Beverage Co. , LLC Em…$33MMedhq, LLC 401(k) Plan$33MGbbn Architects, Inc. 401(k) Savings PlanGbbn Architects, Inc. 401(k)…$33MWeokie Federal Credit Union 401(k) Plan and TrustWeokie Federal Credit Union …$33M
End-of-year total assets ($M) among Kramer Beverage Co. , LLC Employees' Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$33M
Net Income$6M
Employer EIN223715581
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kramer Beverage Co., LLC)

Sponsor-wide plan assets over time

All Kramer Beverage Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$39M 43.247378130194875% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.2M $39M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 254 $27M
2023 1 256 $33M
2024 1 267 $39M

Nearby 401(k) Plans in New Jersey

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

Kramer Beverage Co. , LLC Employees' Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Kramer Beverage Co. , LLC Employees' Profit Sharing Plan, Total assets ($B): 0.033134399 · Participants: 256Kramer Beverage Co. , LLC Employees' Profit Sharing 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
Kramer Beverage Co. , LLC Employees' Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Kramer Beverage Co. , LLC Employees' Profit Sharing Plan side-by-side with 3 peers →

Kramer Beverage Co. , LLC Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Medhq, LLC 401(k) Plan in IL ($33M); by covered participants it is Nwsl Retirement Plan in IL (256 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (256 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 Kramer Beverage Co. , LLC Employees' Profit Sharing Plan assets move in 2023? ▼
Kramer Beverage Co. , LLC Employees' Profit Sharing Plan grew sharply - up 21.6% during 2023, from $27M to $33M. Reported net income was $6M.
How have Kramer Beverage Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kramer Beverage Co., LLC's sponsor-wide assets grew 43.2%, from $27M to $39M.
Where does Kramer Beverage Co. , LLC Employees' Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kramer Beverage Co. , LLC Employees' Profit Sharing Plan ranks in the 81st 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 Kramer Beverage Co. , LLC Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medhq, LLC 401(k) Plan in IL ($33M, 1,301 participants).
Which 401(k) plans cover a similar participant headcount to Kramer Beverage Co. , LLC Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (256 participants, $2M 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 223715581.

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.