401(k) · DOL Form 5500 · 2023

General Beverage Sales Corp. 401(k) Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
734
Participants Near avg headcount
90th
Percentile by assets National rank
$114,762
Avg per participant Below avg balance/head
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Official DOL plan name: General Beverage & General Beer Profit Sharing Plan · Sponsored by General Beverage Sales Corp. · Wisconsin · Wholesale Trade

$84M in assets, 734 participants

General Beverage Sales Corp.'s General Beverage & General Beer Profit Sharing Plan reported $84M in total assets and 734 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #5,783 in Wholesale Trade (6,309 peers)

Where General Beverage & General Beer Profit Sharing Plan sits by assets

General Beverage & General Beer Profit Sharing Plan sits in the top 10% of all filed plans by assets, $84M for 734 participants (~$114,762/participant), up 18.3% in 2023.

#5,783
in Wholesale Trade (6,309 peers)
+18.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

General Beverage & General Beer Profit Sharing Plan's outsized position by total assets

General Beverage & General Beer Profit Sharing Plan vs every filed plan by assets

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

$84,235,599 Top 10% higher than 90% 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

General Beverage & General Beer Profit Sharing 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. General Beverage & General Beer Profit Sharing Plan sits mid-pack in the medium band (734 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • General Beverage & General Beer Profit Sharing Plan reported net income rose from -$18M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • General Beverage & General Beer Profit Sharing Plan end-of-year assets rose from $71M in the plan year 2022 filing to $84M in the plan year 2023 filing.
  • General Beverage & General Beer Profit Sharing Plan reported participants fell from 764 in the plan year 2022 filing to 734 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390789974 · General Beverage Sales Corp. PY 2023 · 401(k)

General Beverage & General Beer Profit Sharing Plan · $84M · 734 · 90th

  • NET $84M
  • BOOK 734
  • VS-ST 90th
  • BOY 401(k)
  • SCH near Amynta 401(k) Plan
  • EBSA ind #5783

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 Wisconsin →

General Beverage & General Beer Profit Sharing Plan in the asset neighbourhood

Q Services 401(k) Profit Sharing Plan and TrustQ Services 401(k) Profit Sha…$84MGeneral Beverage & General Beer Profit Sharing PlanGeneral Beverage & General B…$84MAmynta 401(k) Plan$84MThompson Holdings, Inc. 401(k) and Employee Stock Ownership PlanThompson Holdings, Inc. 401(…$84MThe Riverside Company 401(k) PlanThe Riverside Company 401(k)…$84M
End-of-year total assets ($M) among General Beverage & General Beer Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$84M
Net Income$13M
Employer EIN390789974
Plan Effective Date1965-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (General Beverage Sales Corp.)

Sponsor-wide plan assets over time

All General Beverage Sales Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$92M 29.059778484151412% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $71.2M $91.9M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 764 $71M
2023 1 734 $84M
2024 1 782 $92M

Nearby 401(k) Plans in Wisconsin

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

General Beverage & General Beer Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants General Beverage & General Beer Profit Sharing Plan, Total assets ($B): 0.084235599 · Participants: 734General Beverage & General Beer Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
General Beverage & General Beer Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare General Beverage & General Beer Profit Sharing Plan side-by-side with 3 peers →

General Beverage & General Beer Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Amynta 401(k) Plan in NY ($84M); by covered participants it is Authentic Brands, LLC 401(k) Plan in UT (734 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($84M here).

Similar participant headcount

Nearest other-state filings by covered participants (734 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 General Beverage & General Beer Profit Sharing Plan assets move in 2023? ▼
General Beverage & General Beer Profit Sharing Plan grew sharply - up 18.3% during 2023, from $71M to $84M. Reported net income was $13M.
How have General Beverage Sales Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), General Beverage Sales Corp.'s sponsor-wide assets grew 29.1%, from $71M to $92M.
Where does General Beverage & General Beer Profit Sharing Plan rank by assets among Form 5500 filers? ▼
General Beverage & General Beer Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to General Beverage & General Beer Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amynta 401(k) Plan in NY ($84M, 1,544 participants).
Which 401(k) plans cover a similar participant headcount to General Beverage & General Beer Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Authentic Brands, LLC 401(k) Plan in UT (734 participants, $11M 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 390789974.

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.