Defined Benefit (Pension) · DOL Form 5500 · 2023
High Grade Beverage Co. Pension Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 45
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $244,353
- Avg per participant Above avg balance/head
Official DOL plan name: High Grade Beverage Retirement Fund · Sponsored by High Grade Beverage Co. · New Jersey · Wholesale Trade
$11M in assets, 45 participants
High Grade Beverage Co.'s High Grade Beverage Retirement Fund reported $11M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #3,353 in Wholesale Trade (6,309 peers)
High Grade Beverage Co. multi-year trail
High Grade Beverage Co.'s plans moved +17.1% in assets from 2022 to 2024; this filing shows High Grade Beverage Retirement Fund at $11M / 45 participants.
- #3,353
- in Wholesale Trade (6,309 peers)
- +0.3%
- assets growth YoY
High Grade Beverage Retirement Fund's mid-pack asset rank among Wholesale Trade and all filers
High Grade Beverage Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,995,869 Top 39% higher than 61% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
High Grade Beverage Retirement Fund among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. High Grade Beverage Retirement Fund is a small filing (45 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- High Grade Beverage Retirement Fund reported net income rose from -$2M in the plan year 2022 filing to $37K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 220989250 · High Grade Beverage Co. PY 2023 · Defined Benefit (Pension)
High Grade Beverage Retirement Fund · $11M · 45 · 61st
- EBSA $11M
- PART 45
- TYPE 61st
- NET Defined Benefit (Pension)
- BOOK near United Hardware Distributing Co. Non-Union Employees' Pension Plan and Trust
- VS-ST ind #3353
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 →
High Grade Beverage Retirement Fund in the asset neighbourhood
High Grade Beverage Co. multi-year asset trail
Sponsor-wide plan assets over time
All High Grade Beverage Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 17.08627371988019% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 287 | $43M |
| 2023 | 3 | 281 | $45M |
| 2024 | 3 | 283 | $50M |
High Grade Beverage Co. filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $37K |
| Employer EIN | 220989250 |
| Plan Effective Date | 1966-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $21.2B · 37,749
- JPMorgan Chase Retirement Plan $16.3B · 90,644
- Nokia Retirement Income Plan $13.9B · 7,492
- The Prudential Merged Retirement Plan $12.2B · 16,230
- Verizon Pension Plan for Associates $10.9B · 23,778
High Grade Beverage Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is United Hardware Distributing Co. Non-Union Employees' Pension Plan and Trust in MN ($11M); by covered participants it is Cosmetic Laboratories, Inc. Cash Balance Plan in TX (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- United Hardware Distributing Co. Non-Union Employees' Pension Plan and Trust (MN) $11M · 86
- Retirement Plan for Employees of Mary Cariola Children's Center, Inc. (NY) $11M · 61
- Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust (CT) $11M · 79
- Dover Motorsports, Inc. Pension Plan (DE) $11M · 11
Similar participant headcount
Nearest other-state filings by covered participants (45 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.