401(k) · DOL Form 5500 · 2023

Peerless Beverage Co. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
122
Participants Small participant base
82nd
Percentile by assets National rank
$309,542
Avg per participant High balance/head
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Official DOL plan name: Peerless Beverage Company 401(k) Profit Sharing Plan · Sponsored by Peerless Beverage Co. · New Jersey · Wholesale Trade

$38M in assets, 122 participants

Peerless Beverage Co.'s Peerless Beverage Company 401(k) Profit Sharing Plan reported $38M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #5,202 in Wholesale Trade (6,309 peers)

Coverage in New Jersey

Peerless Beverage Company 401(k) Profit Sharing Plan covers 122 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $38M.

#5,202
in Wholesale Trade (6,309 peers)
+21.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Peerless Beverage Company 401(k) Profit Sharing Plan's outsized position by total assets

Peerless Beverage Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$37,764,131 Top 18% higher than 82% 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

Peerless Beverage Company 401(k) 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. Peerless Beverage Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peerless Beverage Company 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Peerless Beverage Company 401(k) Profit Sharing Plan end-of-year assets rose from $31M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Peerless Beverage Company 401(k) Profit Sharing Plan reported participants rose from 115 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 221429984 · Peerless Beverage Co. PY 2023 · 401(k)

Peerless Beverage Company 401(k) Profit Sharing Plan · $38M · 122 · 82nd

  • PHOTO $38M
  • PHOTO 122
  • PHOTO 82nd
  • PHOTO 401(k)
  • PHOTO near C. F. Martin & Co., Inc. 401(k) Plan for Hourly Employees
  • PHOTO ind #5202

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 →

Peerless Beverage Company 401(k) Profit Sharing Plan in the asset neighbourhood

C. F. Martin & Co., Inc. 401(k) Plan for Hourly EmployeesC. F. Martin & Co., Inc. 401…$38MWallace, Montgomery & Associates , LLP 401(k) Profit Sharing PlanWallace, Montgomery & Associ…$38MEmtec Global Services, LLC 401(k) Profit Sharing PlanEmtec Global Services, LLC 4…$38MEfgi U.S. Companies 401(k) PlanEfgi U.S. Companies 401(k) P…$38MPeerless Beverage Company 401(k) Profit Sharing PlanPeerless Beverage Company 40…$38M
End-of-year total assets ($M) among Peerless Beverage Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$38M
Net Income$7M
Employer EIN221429984
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peerless Beverage Co.)

Sponsor-wide plan assets over time

All Peerless Beverage Co. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 30.930582520630807% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $43.3M $56.7M ▲ +30.9%
Year Plans Participants Total Assets
2022 2 246 $43M
2023 2 251 $52M
2024 2 247 $57M

Nearby 401(k) Plans in New Jersey

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

Peerless Beverage Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Peerless Beverage Company 401(k) Profit Sharing Plan, Total assets ($B): 0.037764131 · Participants: 122Peerless Beverage Company 401(k) Profit Sharing 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
Peerless Beverage Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Peerless Beverage Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Peerless Beverage Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is C. F. Martin & Co., Inc. 401(k) Plan for Hourly Employees in PA ($38M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Peerless Beverage Company 401(k) Profit Sharing Plan assets move in 2023? ▼
Peerless Beverage Company 401(k) Profit Sharing Plan grew sharply - up 21.4% during 2023, from $31M to $38M. Reported net income was $7M.
How have Peerless Beverage Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peerless Beverage Co.'s sponsor-wide assets grew 30.9%, from $43M to $57M.
Where does Peerless Beverage Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Peerless Beverage Company 401(k) Profit Sharing Plan ranks in the 82nd 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 Peerless Beverage Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is C. F. Martin & Co., Inc. 401(k) Plan for Hourly Employees in PA ($38M, 445 participants).
Which 401(k) plans cover a similar participant headcount to Peerless Beverage Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants, $12M 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 221429984.

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.