401(k) · DOL Form 5500 · 2023

Superior Beverage Group, Ltd. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
493
Participants Below avg headcount
84th
Percentile by assets National rank
$87,705
Avg per participant Below avg balance/head
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Official DOL plan name: Superior Beverage Group 401(k) Retirement Savings Plan · Sponsored by Superior Beverage Group, Ltd. · Ohio · Wholesale Trade

$43M in assets, 493 participants

Superior Beverage Group, Ltd.'s Superior Beverage Group 401(k) Retirement Savings Plan reported $43M in total assets and 493 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,347 in Wholesale Trade (6,309 peers)

Where Superior Beverage Group 401(k) Retirement Savings Plan sits by assets

Superior Beverage Group 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $43M for 493 participants (~$87,705/participant), up 18.6% in 2023.

#5,347
in Wholesale Trade (6,309 peers)
+18.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Superior Beverage Group 401(k) Retirement Savings Plan's outsized position by total assets

Superior Beverage Group 401(k) Retirement Savings Plan vs every filed plan by assets

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

$43,238,414 Top 16% higher than 84% 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

Superior Beverage Group 401(k) 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. Superior Beverage Group 401(k) Retirement Savings Plan sits mid-pack in the medium band (493 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Superior Beverage Group 401(k) Retirement Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Superior Beverage Group 401(k) Retirement Savings Plan end-of-year assets rose from $36M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Superior Beverage Group 401(k) Retirement Savings Plan reported participants fell from 515 in the plan year 2022 filing to 493 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341447065 · Superior Beverage Group, Ltd. PY 2023 · 401(k)

Superior Beverage Group 401(k) Retirement Savings Plan · $43M · 493 · 84th

  • BOOK $43M
  • BOOK 493
  • BOOK 84th
  • BOOK 401(k)
  • BOOK near Haley Ward Employee Stock Ownership 401(k) Plan
  • BOOK ind #5347

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 Ohio →

Superior Beverage Group 401(k) Retirement Savings Plan in the asset neighbourhood

Superior Beverage Group 401(k) Retirement Savings PlanSuperior Beverage Group 401(…$43MHaley Ward Employee Stock Ownership 401(k) PlanHaley Ward Employee Stock Ow…$43MAbbott Capital Management, LLC Employees' Profit Sharing Plan & TrustAbbott Capital Management, L…$43MQvi 401-K Plan$43MSekisui Diagnostics, LLC 401(k) PlanSekisui Diagnostics, LLC 401…$43M
End-of-year total assets ($M) among Superior Beverage Group 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$43M
Net Income$7M
Employer EIN341447065
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Superior Beverage Group, Ltd.)

Sponsor-wide plan assets over time

All Superior Beverage Group, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 36.663875706561214% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $36.5M $49.8M ▲ +36.6%
Year Plans Participants Total Assets
2022 1 515 $36M
2023 1 493 $43M
2024 1 551 $50M

Nearby 401(k) Plans in Ohio

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

Superior Beverage Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Superior Beverage Group 401(k) Retirement Savings Plan, Total assets ($B): 0.043238414 · Participants: 493Superior Beverage Group 401(k) Retirement Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Superior Beverage Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Superior Beverage Group 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Haley Ward Employee Stock Ownership 401(k) Plan in ME ($43M); by covered participants it is O9 Solutions 401(k) Plan in TX (493 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (493 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 Superior Beverage Group 401(k) Retirement Savings Plan assets move in 2023? ▼
Superior Beverage Group 401(k) Retirement Savings Plan grew sharply - up 18.6% during 2023, from $36M to $43M. Reported net income was $7M.
How have Superior Beverage Group, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Superior Beverage Group, Ltd.'s sponsor-wide assets grew 36.7%, from $36M to $50M.
Where does Superior Beverage Group 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Superior Beverage Group 401(k) Retirement Savings Plan ranks in the 84th 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 Superior Beverage Group 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Haley Ward Employee Stock Ownership 401(k) Plan in ME ($43M, 182 participants).
Which 401(k) plans cover a similar participant headcount to Superior Beverage Group 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is O9 Solutions 401(k) Plan in TX (493 participants, $23M 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 341447065.

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.