401(k) · DOL Form 5500 · 2023

Capitol Beverage Sales, L.P. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
159
Participants Small participant base
69th
Percentile by assets National rank
$102,643
Avg per participant Below avg balance/head
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Official DOL plan name: Capitol Beverage Sales Incentive 401(k) Plan · Sponsored by Capitol Beverage Sales, L.P. · Minnesota · Wholesale Trade

$16M in assets, 159 participants

Capitol Beverage Sales, L.P.'s Capitol Beverage Sales Incentive 401(k) Plan reported $16M in total assets and 159 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,048 in Wholesale Trade (6,309 peers)

Coverage in Minnesota

Capitol Beverage Sales Incentive 401(k) Plan covers 159 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $16M.

#4,048
in Wholesale Trade (6,309 peers)
+19.7%
assets growth YoY

Capitol Beverage Sales Incentive 401(k) Plan's outsized position by total assets

Capitol Beverage Sales Incentive 401(k) Plan vs every filed plan by assets

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

$16,320,243 Top 31% higher than 69% 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

Capitol Beverage Sales Incentive 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. Capitol Beverage Sales Incentive 401(k) Plan sits mid-pack in the medium band (159 participants).

DOL schedule card

Filing strip 411788827 · Capitol Beverage Sales, L.P. PY 2023 · 401(k)

Capitol Beverage Sales Incentive 401(k) Plan · $16M · 159 · 69th

  • EOY $16M
  • 5500 159
  • ASSETS 69th
  • PCT 401(k)
  • EIN near Johnson Engineering, Inc. Employee 401(k) Profit Sharing Plan
  • RANK ind #4048

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 Minnesota →

Capitol Beverage Sales Incentive 401(k) Plan in the asset neighbourhood

Capitol Beverage Sales Incentive 401(k) PlanCapitol Beverage Sales Incen…$16MJohnson Engineering, Inc. Employee 401(k) Profit Sharing PlanJohnson Engineering, Inc. Em…$16MJ.R. Carlson Laboratories, Inc. 401(k) PlanJ.R. Carlson Laboratories, I…$16MForm Energy Inc. 401(k) Plan$16MCelartem, Inc. 401(k) Plan$16M
End-of-year total assets ($M) among Capitol Beverage Sales Incentive 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN411788827
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capitol Beverage Sales, L.P.)

Sponsor-wide plan assets over time

All Capitol Beverage Sales, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 8.548052869065737% vs 2023
2024 filing year
$16M$16.5M$17M$17.5M$18M 20232024 $16.3M $17.7M ▲ +8.6%
Year Plans Participants Total Assets
2023 1 159 $16M
2024 1 112 $18M

Nearby 401(k) Plans in Minnesota

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

Capitol Beverage Sales Incentive 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Capitol Beverage Sales Incentive 401(k) Plan, Total assets ($B): 0.016320243 · Participants: 159Capitol Beverage Sales Incentive 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Capitol Beverage Sales Incentive 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Capitol Beverage Sales Incentive 401(k) Plan side-by-side with 3 peers →

Capitol Beverage Sales Incentive 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Johnson Engineering, Inc. Employee 401(k) Profit Sharing Plan in FL ($16M); by covered participants it is Visiting Angels 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Capitol Beverage Sales Incentive 401(k) Plan assets move in 2023? ▼
Capitol Beverage Sales Incentive 401(k) Plan grew sharply - up 19.7% during 2023, from $14M to $16M. Reported net income was $3M.
How have Capitol Beverage Sales, L.P. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Capitol Beverage Sales, L.P.'s sponsor-wide assets grew 8.5%, from $16M to $18M.
Which 401(k) plans are similar in size to Capitol Beverage Sales Incentive 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Johnson Engineering, Inc. Employee 401(k) Profit Sharing Plan in FL ($16M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Capitol Beverage Sales Incentive 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Visiting Angels 401(k) Plan in PA (159 participants, N/A 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 411788827.

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.