401(k) · DOL Form 5500 · 2023

Penn Beer Distributors, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
82
Participants Small participant base
63rd
Percentile by assets National rank
$151,034
Avg per participant Above avg balance/head
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Official DOL plan name: Penn Beer Sales & Service Employees' Profit Sharing Plan · Sponsored by Penn Beer Distributors, Inc. · Pennsylvania · Wholesale Trade

$12M in assets, 82 participants

Penn Beer Distributors, Inc.'s Penn Beer Sales & Service Employees' Profit Sharing Plan reported $12M in total assets and 82 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,552 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Penn Beer Sales & Service Employees' Profit Sharing Plan holds $12M for 82 participants - about $151,034 per participant, above the median plan by assets.

#3,552
in Wholesale Trade (6,309 peers)
+3.3%
assets growth YoY

Penn Beer Sales & Service Employees' Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Penn Beer Sales & Service Employees' Profit Sharing Plan vs every filed plan by assets

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

$12,384,793 Top 37% higher than 63% 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

Penn Beer Sales & Service Employees' Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penn Beer Sales & Service Employees' Profit Sharing Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Penn Beer Sales & Service Employees' Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $395K in the plan year 2023 filing.
  • Penn Beer Sales & Service Employees' Profit Sharing Plan reported participants rose from 79 in the plan year 2022 filing to 82 in the plan year 2023 filing.
  • Penn Beer Sales & Service Employees' Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231397236 · Penn Beer Distributors, Inc. PY 2023 · 401(k)

Penn Beer Sales & Service Employees' Profit Sharing Plan · $12M · 82 · 63rd

  • 5500 $12M
  • ASSETS 82
  • PCT 63rd
  • EIN 401(k)
  • RANK near Auxiant 401(k) Retirement Plan
  • PHOTO ind #3552

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 Pennsylvania →

Penn Beer Sales & Service Employees' Profit Sharing Plan in the asset neighbourhood

Summit Care 401(k) Plan$12MPenn Beer Sales & Service Employees' Profit Sharing PlanPenn Beer Sales & Service Em…$12MAuxiant 401(k) Retirement PlanAuxiant 401(k) Retirement Pl…$12MBoudreau Pipeline Corporation 401(k) PlanBoudreau Pipeline Corporatio…$12MMills Auto Group Employees' Profit Sharing 401(k) PlanMills Auto Group Employees' …$12M
End-of-year total assets ($M) among Penn Beer Sales & Service Employees' Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$395K
Employer EIN231397236
Plan Effective Date1966-04-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Penn Beer Distributors, Inc.)

Sponsor-wide plan assets over time

All Penn Beer Distributors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 3.2952184148635504% vs 2022
2023 filing year
$11.8M$12M$12.2M$12.4M$12.6M 20222023 $12M $12.4M ▲ +3.3%
Year Plans Participants Total Assets
2022 1 79 $12M
2023 1 82 $12M

Nearby 401(k) Plans in Pennsylvania

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

Penn Beer Sales & Service Employees' Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Penn Beer Sales & Service Employees' Profit Sharing Plan, Total assets ($B): 0.012384793 · Participants: 82Penn Beer Sales & Service Employees' Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Penn Beer Sales & Service Employees' Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Penn Beer Sales & Service Employees' Profit Sharing Plan side-by-side with 3 peers →

Penn Beer Sales & Service Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Auxiant 401(k) Retirement Plan in IA ($12M); by covered participants it is Healthy Back Brand Holdings 401(k) Plan in MD (82 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Penn Beer Sales & Service Employees' Profit Sharing Plan assets move in 2023? ▼
Penn Beer Sales & Service Employees' Profit Sharing Plan edged up modestly - up 3.3% during 2023, from $12M to $12M. Reported net income was $395K.
How have Penn Beer Distributors, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Penn Beer Distributors, Inc.'s sponsor-wide assets grew 3.3%, from $12M to $12M.
Which 401(k) plans are similar in size to Penn Beer Sales & Service Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Auxiant 401(k) Retirement Plan in IA ($12M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Penn Beer Sales & Service Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthy Back Brand Holdings 401(k) Plan in MD (82 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 231397236.

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.