401(k) · DOL Form 5500 · 2023

Choice USA Beverage, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
133
Participants Small participant base
48th
Percentile by assets National rank
$45,391
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Choice USA Beverage Retirement Savings Plan · Sponsored by Choice USA Beverage, Inc. · North Carolina · Professional & Technical Services

$6M in assets, 133 participants

Choice USA Beverage, Inc.'s Choice USA Beverage Retirement Savings Plan reported $6M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,392 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Choice USA Beverage Retirement Savings Plan covers 133 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#9,392
in Professional & Technical Services (20,321 peers)
+6.4%
assets growth YoY

Choice USA Beverage Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Choice USA Beverage Retirement Savings Plan vs every filed plan by assets

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

$6,036,963 48th percentile higher than 48% 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

Choice USA Beverage Retirement Savings 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. Choice USA Beverage Retirement Savings Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Choice USA Beverage Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $364K in the plan year 2023 filing.
  • Choice USA Beverage Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Choice USA Beverage Retirement Savings Plan reported participants rose from 128 in the plan year 2022 filing to 133 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 560592294 · Choice USA Beverage, Inc. PY 2023 · 401(k)

Choice USA Beverage Retirement Savings Plan · $6M · 133 · 48th

  • PHOTO $6M
  • PHOTO 133
  • PHOTO 48th
  • PHOTO 401(k)
  • PHOTO near Harris & Bruno International 401(k) Profit Sharing Plan
  • PHOTO ind #9392

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Choice USA Beverage Retirement Savings Plan in the asset neighbourhood

Choice USA Beverage Retirement Savings PlanChoice USA Beverage Retireme…$6MHarris & Bruno International 401(k) Profit Sharing PlanHarris & Bruno International…$6MNorth State Electrical Contractors, Inc. 401(k) PlanNorth State Electrical Contr…$6MA.G. Consulting Engineering, P.C. 401(k) PlanA.G. Consulting Engineering,…$6MInteriorworx, LLC 401(k) Profit Sharing PlanInteriorworx, LLC 401(k) Pro…$6M
End-of-year total assets ($M) among Choice USA Beverage Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$364K
Employer EIN560592294
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Choice USA Beverage, Inc.)

Sponsor-wide plan assets over time

All Choice USA Beverage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 19.25497821151053% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M 202220232024 $5.67M $6.77M ▲ +19.4%
Year Plans Participants Total Assets
2022 1 128 $6M
2023 1 133 $6M
2024 1 115 $7M

Nearby 401(k) Plans in North Carolina

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

Choice USA Beverage Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Choice USA Beverage Retirement Savings Plan, Total assets ($B): 0.006036963 · Participants: 133Choice USA Beverage Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Choice USA Beverage Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Choice USA Beverage Retirement Savings Plan side-by-side with 3 peers →

Choice USA Beverage Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Harris & Bruno International 401(k) Profit Sharing Plan in CA ($6M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Choice USA Beverage Retirement Savings Plan assets move in 2023? ▼
Choice USA Beverage Retirement Savings Plan grew at a solid clip - up 6.4% during 2023, from $6M to $6M. Reported net income was $364K.
How have Choice USA Beverage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Choice USA Beverage, Inc.'s sponsor-wide assets grew 19.3%, from $6M to $7M.
Which 401(k) plans are similar in size to Choice USA Beverage Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harris & Bruno International 401(k) Profit Sharing Plan in CA ($6M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Choice USA Beverage Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants, N/A 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 560592294.

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.