401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$67M
Total assets Below avg plan size
402
Participants Below avg headcount
88th
Percentile by assets National rank
$165,784
Avg per participant Above avg balance/head
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Official DOL plan name: Allied Beverage Group, L.L.C. 401 (K) Plan · Sponsored by Allied Beverage Group, L.L.C. · New Jersey · Wholesale Trade

$67M in assets, 402 participants

Allied Beverage Group, L.L.C.'s Allied Beverage Group, L.L.C. 401 (K) Plan reported $67M in total assets and 402 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #5,664 in Wholesale Trade (6,309 peers)

Coverage in New Jersey

Allied Beverage Group, L.L.C. 401 (K) Plan covers 402 participants in New Jersey, about 48% of the average New Jersey filer (state average ~844 per filing). Assets: $67M.

#5,664
in Wholesale Trade (6,309 peers)
+16.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Allied Beverage Group, L.L.C. 401 (K) Plan's outsized position by total assets

Allied Beverage Group, L.L.C. 401 (K) Plan vs every filed plan by assets

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

$66,645,062 Top 12% higher than 88% 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, L.L.C. 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. Allied Beverage Group, L.L.C. 401 (K) Plan sits mid-pack in the medium band (402 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allied Beverage Group, L.L.C. 401 (K) Plan reported net income rose from -$12M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Allied Beverage Group, L.L.C. 401 (K) Plan end-of-year assets rose from $57M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Allied Beverage Group, L.L.C. 401 (K) Plan reported participants rose from 380 in the plan year 2022 filing to 402 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, L.L.C. 401 (K) Plan · $67M · 402 · 88th

  • VS-ST $67M
  • VS-ST 402
  • VS-ST 88th
  • VS-ST 401(k)
  • VS-ST near Shorr Packaging Corp. Employees Profit Sharing & 401(k) Plan
  • VS-ST ind #5664

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, L.L.C. 401 (K) Plan in the asset neighbourhood

Halozyme Therapeutics, Inc. 401(k) PlanHalozyme Therapeutics, Inc. …$67MAllied Beverage Group, L.L.C. 401 (K) PlanAllied Beverage Group, L.L.C…$67MShorr Packaging Corp. Employees Profit Sharing & 401(k) PlanShorr Packaging Corp. Employ…$67MSmc Retirement Plan$67MCommunity Medical Imaging 401(k) Profit Sharing PlanCommunity Medical Imaging 40…$67M
End-of-year total assets ($M) among Allied Beverage Group, L.L.C. 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)$57M
Net Assets (End of Year)$67M
Net Income$9M
Employer EIN223408559
Plan Effective Date1996-01-01
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, L.L.C. 401 (K) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Allied Beverage Group, L.L.C. 401 (K) Plan, Total assets ($B): 0.066645062 · Participants: 402Allied Beverage Group, L.L.C. 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
Allied Beverage Group, L.L.C. 401 (K) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Allied Beverage Group, L.L.C. 401 (K) Plan side-by-side with 3 peers →

Allied Beverage Group, L.L.C. 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Shorr Packaging Corp. Employees Profit Sharing & 401(k) Plan in IL ($67M); by covered participants it is Sevenson Environmental Services, Inc. 401(k) Profit Sharing Plan in NY (402 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (402 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, L.L.C. 401 (K) Plan assets move in 2023? ▼
Allied Beverage Group, L.L.C. 401 (K) Plan grew sharply - up 16.0% during 2023, from $57M to $67M. Reported net income was $9M.
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, L.L.C. 401 (K) Plan rank by assets among Form 5500 filers? ▼
Allied Beverage Group, L.L.C. 401 (K) Plan ranks in the 88th 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 Allied Beverage Group, L.L.C. 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shorr Packaging Corp. Employees Profit Sharing & 401(k) Plan in IL ($67M, 589 participants).
Which 401(k) plans cover a similar participant headcount to Allied Beverage Group, L.L.C. 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sevenson Environmental Services, Inc. 401(k) Profit Sharing Plan in NY (402 participants, $105M 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.