401(k) · DOL Form 5500 · 2023

Mockler Beverage Company, a Limited Partnership 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
144
Participants Small participant base
62nd
Percentile by assets National rank
$80,309
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Big Red 401(k) Plan · Sponsored by Mockler Beverage Company, a Limited Partnership · Louisiana · Wholesale Trade

$12M in assets, 144 participants

Mockler Beverage Company, a Limited Partnership's Big Red 401(k) Plan reported $12M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,435 in Wholesale Trade (6,309 peers)

Coverage in Louisiana

Big Red 401(k) Plan covers 144 participants in Louisiana, about 29% of the average Louisiana filer (state average ~495 per filing). Assets: $12M.

#3,435
in Wholesale Trade (6,309 peers)
+9.4%
assets growth YoY

Big Red 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Big Red 401(k) Plan vs every filed plan by assets

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

$11,564,427 Top 38% higher than 62% 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

Big Red 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. Big Red 401(k) Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Big Red 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $997K in the plan year 2023 filing.
  • Big Red 401(k) Plan reported participants rose from 105 in the plan year 2022 filing to 144 in the plan year 2023 filing.
  • Big Red 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 721286589 · Mockler Beverage Company, a Limited Partnership PY 2023 · 401(k)

Big Red 401(k) Plan · $12M · 144 · 62nd

  • 5500 $12M
  • 5500 144
  • 5500 62nd
  • 5500 401(k)
  • 5500 near Addison Reserve Master Property Owners Association Inc. 401(k) P
  • 5500 ind #3435

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 Louisiana →

Big Red 401(k) Plan in the asset neighbourhood

Mid-State Machine and Fabricating Corp. 401(k) PlanMid-State Machine and Fabric…$12MBig Red 401(k) Plan$12MAddison Reserve Master Property Owners Association Inc. 401(k) PAddison Reserve Master Prope…$12MCulture Amp, Inc. 401(k) Plan$12MT R Toppers, Inc. 401(k) Profit Sharing PlanT R Toppers, Inc. 401(k) Pro…$12M
End-of-year total assets ($M) among Big Red 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$997K
Employer EIN721286589
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mockler Beverage Company, a Limited Partnership)

Sponsor-wide plan assets over time

All Mockler Beverage Company, a Limited Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$17M 62.985462146251756% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.6M $17.2M ▲ +62.9%
Year Plans Participants Total Assets
2022 1 105 $11M
2023 1 144 $12M
2024 1 147 $17M

Nearby 401(k) Plans in Louisiana

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

Big Red 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Big Red 401(k) Plan, Total assets ($B): 0.011564427 · Participants: 144Big Red 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Big Red 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Big Red 401(k) Plan side-by-side with 3 peers →

Big Red 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Addison Reserve Master Property Owners Association Inc. 401(k) P in FL ($12M); by covered participants it is Eagle Granite 401(k) Plan in GA (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Big Red 401(k) Plan assets move in 2023? ▼
Big Red 401(k) Plan grew at a solid clip - up 9.4% during 2023, from $11M to $12M. Reported net income was $997K.
How have Mockler Beverage Company, a Limited Partnership plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mockler Beverage Company, a Limited Partnership's sponsor-wide assets grew 63.0%, from $11M to $17M.
Which 401(k) plans are similar in size to Big Red 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Addison Reserve Master Property Owners Association Inc. 401(k) P in FL ($12M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Big Red 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eagle Granite 401(k) Plan in GA (144 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 721286589.

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.