401(k) · DOL Form 5500 · 2023

High Grade Beverage 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
215
Participants Below avg headcount
72nd
Percentile by assets National rank
$92,210
Avg per participant Below avg balance/head
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Official DOL plan name: High Grade Beverage 401(k) Plan · Sponsored by High Grade Beverage · New Jersey · Wholesale Trade

$20M in assets, 215 participants

High Grade Beverage's High Grade Beverage 401(k) Plan reported $20M in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,372 in Wholesale Trade (6,309 peers)

Coverage in New Jersey

High Grade Beverage 401(k) Plan covers 215 participants in New Jersey, about 25% of the average New Jersey filer (state average ~844 per filing). Assets: $20M.

#4,372
in Wholesale Trade (6,309 peers)
+12.9%
assets growth YoY

High Grade Beverage 401(k) Plan's outsized position by total assets

High Grade Beverage 401(k) Plan vs every filed plan by assets

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

$19,825,117 Top 28% higher than 72% 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

High Grade Beverage 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. High Grade Beverage 401(k) Plan sits mid-pack in the medium band (215 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • High Grade Beverage 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • High Grade Beverage 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • High Grade Beverage 401(k) Plan reported participants fell from 221 in the plan year 2022 filing to 215 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 220989250 · High Grade Beverage PY 2023 · 401(k)

High Grade Beverage 401(k) Plan · $20M · 215 · 72nd

  • IND $20M
  • EOY 215
  • 5500 72nd
  • ASSETS 401(k)
  • PCT near Tlc Company, Inc. 401(k) Profit Sharing Plan
  • EIN ind #4372

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 New Jersey →

High Grade Beverage 401(k) Plan in the asset neighbourhood

High Grade Beverage 401(k) PlanHigh Grade Beverage 401(k) P…$20MDlf USA Inc. Retirement Plan$20M401(k) Savings Plan and Trust of Universal Field Services, Inc.401(k) Savings Plan and Trus…$20MUw Solutions Retirement Savings PlanUw Solutions Retirement Savi…$20MTlc Company, Inc. 401(k) Profit Sharing PlanTlc Company, Inc. 401(k) Pro…$20M
End-of-year total assets ($M) among High Grade Beverage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN220989250
Plan Effective Date1994-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (High Grade Beverage)

Sponsor-wide plan assets over time

All High Grade Beverage plans reported in each filing year

Latest sponsor-wide plan assets
$50M 17.08627371988019% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $42.6M $49.9M ▲ +17.1%
Year Plans Participants Total Assets
2022 3 287 $43M
2023 3 281 $45M
2024 3 283 $50M

Nearby 401(k) Plans in New Jersey

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

High Grade Beverage 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants High Grade Beverage 401(k) Plan, Total assets ($B): 0.019825117 · Participants: 215High Grade Beverage 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
High Grade Beverage 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare High Grade Beverage 401(k) Plan side-by-side with 3 peers →

High Grade Beverage 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Tlc Company, Inc. 401(k) Profit Sharing Plan in NM ($20M); by covered participants it is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (215 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 High Grade Beverage 401(k) Plan assets move in 2023? ▼
High Grade Beverage 401(k) Plan grew at a solid clip - up 12.9% during 2023, from $18M to $20M. Reported net income was $2M.
How have High Grade Beverage plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), High Grade Beverage's sponsor-wide assets grew 17.1%, from $43M to $50M.
Which 401(k) plans are similar in size to High Grade Beverage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tlc Company, Inc. 401(k) Profit Sharing Plan in NM ($20M, 523 participants).
Which 401(k) plans cover a similar participant headcount to High Grade Beverage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants, $33M 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 220989250.

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.