401(k) · DOL Form 5500 · 2023

Iowa Beverage Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
274
Participants Below avg headcount
71st
Percentile by assets National rank
$66,177
Avg per participant Below avg balance/head
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Official DOL plan name: Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan · Sponsored by Iowa Beverage Systems, Inc. · Iowa · Wholesale Trade

$18M in assets, 274 participants

Iowa Beverage Systems, Inc.'s Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan reported $18M in total assets and 274 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,231 in Wholesale Trade (6,309 peers)

Coverage in Iowa

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan covers 274 participants in Iowa, about 45% of the average Iowa filer (state average ~609 per filing). Assets: $18M.

#4,231
in Wholesale Trade (6,309 peers)
+22.1%
assets growth YoY

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan's outsized position by total assets

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$18,132,506 Top 29% higher than 71% 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

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 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. Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan sits mid-pack in the medium band (274 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan reported participants rose from 219 in the plan year 2022 filing to 274 in the plan year 2023 filing.
  • Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 421315877 · Iowa Beverage Systems, Inc. PY 2023 · 401(k)

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan · $18M · 274 · 71st

  • IND $18M
  • IND 274
  • IND 71st
  • IND 401(k)
  • IND near Instride Foot and Ankle Specialists, PLLC 401(k)
  • IND ind #4231

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 Iowa →

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan in the asset neighbourhood

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) PlanIowa Beverage Systems, Inc. …$18MInstride Foot and Ankle Specialists, PLLC 401(k)Instride Foot and Ankle Spec…$18MR & P Technologies 401(k) Profit Sharing Plan & TrustR & P Technologies 401(k) Pr…$18MCallminer, Inc 401(k) Plan$18MTopographic Om, Inc. Retirement PlanTopographic Om, Inc. Retirem…$18M
End-of-year total assets ($M) among Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN421315877
Plan Effective Date1988-07-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Iowa Beverage Systems, Inc.)

Sponsor-wide plan assets over time

All Iowa Beverage Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 43.628559963048694% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.9M $21.3M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 219 $15M
2023 1 274 $18M
2024 1 309 $21M

Nearby 401(k) Plans in Iowa

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

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan, Total assets ($B): 0.018132506 · Participants: 274Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Instride Foot and Ankle Specialists, PLLC 401(k) in NC ($18M); by covered participants it is Portfolio Retirement Plan in AZ (274 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (274 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 Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan assets move in 2023? ▼
Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan grew sharply - up 22.1% during 2023, from $15M to $18M. Reported net income was $3M.
How have Iowa Beverage Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iowa Beverage Systems, Inc.'s sponsor-wide assets grew 43.6%, from $15M to $21M.
Which 401(k) plans are similar in size to Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Instride Foot and Ankle Specialists, PLLC 401(k) in NC ($18M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Portfolio Retirement Plan in AZ (274 participants, $5M 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 421315877.

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.