401(k) · DOL Form 5500 · 2023

Allied Beverage Group, L.L.C. 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
310
Participants Below avg headcount
91st
Percentile by assets National rank
$292,149
Avg per participant High balance/head
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Official DOL plan name: Allied Beverage Group Local 2-D Union Retirement Plan · Sponsored by Allied Beverage Group, L.L.C. · New Jersey · Wholesale Trade

$91M in assets, 310 participants

Allied Beverage Group, L.L.C.'s Allied Beverage Group Local 2-D Union Retirement Plan reported $91M in total assets and 310 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #5,821 in Wholesale Trade (6,309 peers)

Coverage in New Jersey

Allied Beverage Group Local 2-D Union Retirement Plan covers 310 participants in New Jersey, about 37% of the average New Jersey filer (state average ~844 per filing). Assets: $91M.

#5,821
in Wholesale Trade (6,309 peers)
+14.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Allied Beverage Group Local 2-D Union Retirement Plan's outsized position by total assets

Allied Beverage Group Local 2-D Union Retirement Plan vs every filed plan by assets

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

$90,566,128 Top 9% higher than 91% 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

Allied Beverage Group Local 2-D Union Retirement 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. Allied Beverage Group Local 2-D Union Retirement Plan sits mid-pack in the medium band (310 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allied Beverage Group Local 2-D Union Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Allied Beverage Group Local 2-D Union Retirement Plan end-of-year assets rose from $79M in the plan year 2022 filing to $91M in the plan year 2023 filing.
  • Allied Beverage Group Local 2-D Union Retirement Plan reported participants fell from 317 in the plan year 2022 filing to 310 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 223408559 · Allied Beverage Group, L.L.C. PY 2023 · 401(k)

Allied Beverage Group Local 2-D Union Retirement Plan · $91M · 310 · 91st

  • RANK $91M
  • PHOTO 310
  • IND 91st
  • EOY 401(k)
  • 5500 near Owl Services 401(k) Plan
  • ASSETS ind #5821

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 →

Allied Beverage Group Local 2-D Union Retirement Plan in the asset neighbourhood

Wsb LLC 401(k) New Comparability Plan and TrustWsb LLC 401(k) New Comparabi…$91MAllied Beverage Group Local 2-D Union Retirement PlanAllied Beverage Group Local …$91MJ & B Group, Inc. 401(k) Plan and TrustJ & B Group, Inc. 401(k) Pla…$91MOwl Services 401(k) Plan$91MLechase Companies 401(k) Salary Savings TrustLechase Companies 401(k) Sal…$91M
End-of-year total assets ($M) among Allied Beverage Group Local 2-D Union Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$91M
Net Income$12M
Employer EIN223408559
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied Beverage Group, L.L.C.)

Sponsor-wide plan assets over time

All Allied Beverage Group, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$164M 20.135398787103046% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $136M $164M ▲ +20.1%
Year Plans Participants Total Assets
2022 2 697 $136M
2023 2 712 $157M
2024 2 698 $164M

Nearby 401(k) Plans in New Jersey

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

Allied Beverage Group Local 2-D Union Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Allied Beverage Group Local 2-D Union Retirement Plan, Total assets ($B): 0.090566128 · Participants: 310Allied Beverage Group Local 2-D Union Retirement 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
Allied Beverage Group Local 2-D Union Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Allied Beverage Group Local 2-D Union Retirement Plan side-by-side with 3 peers →

Allied Beverage Group Local 2-D Union Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Owl Services 401(k) Plan in MI ($91M); by covered participants it is Murphy Employee Profit Sharing and 401(k) Plan in MO (310 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

Similar participant headcount

Nearest other-state filings by covered participants (310 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 Allied Beverage Group Local 2-D Union Retirement Plan assets move in 2023? ▼
Allied Beverage Group Local 2-D Union Retirement Plan grew at a solid clip - up 14.9% during 2023, from $79M to $91M. Reported net income was $12M.
How have Allied Beverage Group, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Beverage Group, L.L.C.'s sponsor-wide assets grew 20.1%, from $136M to $164M.
Where does Allied Beverage Group Local 2-D Union Retirement Plan rank by assets among Form 5500 filers? ▼
Allied Beverage Group Local 2-D Union Retirement Plan ranks in the 91st 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 Allied Beverage Group Local 2-D Union Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Owl Services 401(k) Plan in MI ($91M, 712 participants).
Which 401(k) plans cover a similar participant headcount to Allied Beverage Group Local 2-D Union Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Murphy Employee Profit Sharing and 401(k) Plan in MO (310 participants, $67M 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 223408559.

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.