401(k) · DOL Form 5500 · 2023

Bobbees Bottling, Inc. 401(k) Plan

Data updated 2026-08-25

$816K
Total assets Small plan by assets
57
Participants Small participant base
22nd
Percentile by assets National rank
$14,324
Avg per participant Low balance/head
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Official DOL plan name: Bobbees Bottling, Inc. Retirement Trust · Sponsored by Bobbees Bottling, Inc. · North Carolina · Professional & Technical Services

$816K in assets, 57 participants

Bobbees Bottling, Inc.'s Bobbees Bottling, Inc. Retirement Trust reported $816K in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,459 in Professional & Technical Services (20,321 peers)

Bobbees Bottling, Inc. multi-year trail

Bobbees Bottling, Inc.'s plans moved +41.9% in assets from 2022 to 2024; this filing shows Bobbees Bottling, Inc. Retirement Trust at $816K / 57 participants.

#3,459
in Professional & Technical Services (20,321 peers)
+21.5%
assets growth YoY

Bobbees Bottling, Inc. Retirement Trust among the smaller filed plans by assets

Bobbees Bottling, Inc. Retirement Trust vs every filed plan by assets

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

$816,461 22nd percentile higher than 22% 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

Bobbees Bottling, Inc. Retirement Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bobbees Bottling, Inc. Retirement Trust is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bobbees Bottling, Inc. Retirement Trust reported net income rose from -$22K in the plan year 2022 filing to $145K in the plan year 2023 filing.
  • Bobbees Bottling, Inc. Retirement Trust end-of-year assets rose from $672K in the plan year 2022 filing to $816K in the plan year 2023 filing.
  • Bobbees Bottling, Inc. Retirement Trust reported participants fell from 66 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 200615370 · Bobbees Bottling, Inc. PY 2023 · 401(k)

Bobbees Bottling, Inc. Retirement Trust · $816K · 57 · 22nd

  • BOY $816K
  • SCH 57
  • EBSA 22nd
  • PART 401(k)
  • TYPE near Robert J Kubek Md PC 401(k) Profit Sharing Plan & Trust
  • NET ind #3459

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Bobbees Bottling, Inc. Retirement Trust in the asset neighbourhood

Bobbees Bottling, Inc. Retirement TrustBobbees Bottling, Inc. Retir…$816KRobert J Kubek Md PC 401(k) Profit Sharing Plan & TrustRobert J Kubek Md PC 401(k) …$816KA.D.a. Enterprises 401(k) PlanA.D.a. Enterprises 401(k) Pl…$816KCmw318, Inc. 401(k) Profit Sharing PlanCmw318, Inc. 401(k) Profit S…$817KClaire D. Tran, Dds, 401(k) PlanClaire D. Tran, Dds, 401(k) …$816K
End-of-year total assets ($M) among Bobbees Bottling, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bobbees Bottling, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bobbees Bottling, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$954K 41.94492949087245% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.67M $0.95M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 66 $672K
2023 1 57 $816K
2024 1 66 $954K

Bobbees Bottling, Inc. filing trail (2023)

Total Assets (Beginning of Year)$672K
Net Assets (End of Year)$816K
Net Income$145K
Employer EIN200615370
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Bobbees Bottling, Inc. Retirement Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Bobbees Bottling, Inc. Retirement Trust, Total assets ($B): 0.000816461 · Participants: 57Bobbees Bottling, Inc. Retirement TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Bobbees Bottling, Inc. Retirement Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Bobbees Bottling, Inc. Retirement Trust side-by-side with 3 peers →

Bobbees Bottling, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Robert J Kubek Md PC 401(k) Profit Sharing Plan & Trust in GA ($816K); by covered participants it is The Herjavec Group Corp 401(k) Plan in CA (57 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($816K here).

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Bobbees Bottling, Inc. Retirement Trust assets move in 2023? ▼
Bobbees Bottling, Inc. Retirement Trust grew sharply - up 21.5% during 2023, from $672K to $816K. Reported net income was $145K.
How have Bobbees Bottling, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bobbees Bottling, Inc.'s sponsor-wide assets grew 41.9%, from $672K to $954K.
Where does Bobbees Bottling, Inc. Retirement Trust rank by assets among Form 5500 filers? ▼
Bobbees Bottling, Inc. Retirement Trust ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Bobbees Bottling, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Robert J Kubek Md PC 401(k) Profit Sharing Plan & Trust in GA ($816K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Bobbees Bottling, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Herjavec Group Corp 401(k) Plan in CA (57 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 200615370.

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.