401(k) · DOL Form 5500 · 2023

National Beverage Corp. 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
1,433
Participants Near avg headcount
90th
Percentile by assets National rank
$56,907
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: National Beverage Investment and Profit Sharing Plan · Sponsored by National Beverage Corp. · Florida · Manufacturing

$82M in assets, 1,433 participants

National Beverage Corp.'s National Beverage Investment and Profit Sharing Plan reported $82M in total assets and 1,433 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,882 in Manufacturing (18,722 peers)

Coverage in Florida

National Beverage Investment and Profit Sharing Plan covers 1,433 participants in Florida, 2.3x the typical Florida plan (state average ~628 per filing). Assets: $82M.

#15,882
in Manufacturing (18,722 peers)
+12.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

National Beverage Investment and Profit Sharing Plan's outsized position by total assets

National Beverage Investment and Profit Sharing Plan vs every filed plan by assets

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

$81,547,738 Top 10% higher than 90% 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

National Beverage Investment and Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Beverage Investment and Profit Sharing Plan lands in the large band (1,433 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Beverage Investment and Profit Sharing Plan reported net income rose from -$25M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • National Beverage Investment and Profit Sharing Plan end-of-year assets rose from $73M in the plan year 2022 filing to $82M in the plan year 2023 filing.
  • National Beverage Investment and Profit Sharing Plan reported participants rose from 1,295 in the plan year 2022 filing to 1,433 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 592605822 · National Beverage Corp. PY 2023 · 401(k)

National Beverage Investment and Profit Sharing Plan · $82M · 1,433 · 90th

  • ASSETS $82M
  • ASSETS 1,433
  • ASSETS 90th
  • ASSETS 401(k)
  • ASSETS near Cfg Savings & Profit Sharing Plan
  • ASSETS ind #15882

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 Manufacturing retirement plans → · Plans in Florida →

National Beverage Investment and Profit Sharing Plan in the asset neighbourhood

National Beverage Investment and Profit Sharing PlanNational Beverage Investment…$82MCfg Savings & Profit Sharing PlanCfg Savings & Profit Sharing…$82MCaptive Resources 401(k) Plan$82MBazaarvoice 401(k) Plan$82MJayco, Inc. 401(k) Savings & Investment Plan & Trust PlanJayco, Inc. 401(k) Savings &…$82M
End-of-year total assets ($M) among National Beverage Investment and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$82M
Net Income$9M
Employer EIN592605822
Plan Effective Date1987-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Beverage Corp.)

Sponsor-wide plan assets over time

All National Beverage Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$89M 22.576978489957433% vs 2022
2024 filing year
$70M$75M$80M$85M$90M$95M 202220232024 $72.8M $89.2M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 1,295 $73M
2023 1 1,433 $82M
2024 1 1,592 $89M

Nearby 401(k) Plans in Florida

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

National Beverage Investment and Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants National Beverage Investment and Profit Sharing Plan, Total assets ($B): 0.081547738 · Participants: 1433National Beverage Investment and Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
National Beverage Investment and Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare National Beverage Investment and Profit Sharing Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Cfg Savings & Profit Sharing Plan in NY ($82M); by covered participants it is Allete and Affiliated Companies Retirement Savings and Stock Ownership Plan in MN (1,433 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($82M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,433 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 National Beverage Investment and Profit Sharing Plan assets move in 2023? ▼
National Beverage Investment and Profit Sharing Plan grew at a solid clip - up 12.1% during 2023, from $73M to $82M. Reported net income was $9M.
How have National Beverage Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Beverage Corp.'s sponsor-wide assets grew 22.6%, from $73M to $89M.
Where does National Beverage Investment and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
National Beverage Investment and Profit Sharing Plan ranks in the 90th 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 National Beverage Investment and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cfg Savings & Profit Sharing Plan in NY ($82M, 308 participants).
Which 401(k) plans cover a similar participant headcount to National Beverage Investment and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allete and Affiliated Companies Retirement Savings and Stock Ownership Plan in MN (1,433 participants, $546M 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 592605822.

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.