Defined Benefit (Pension) · DOL Form 5500 · 2023

High Grade Beverage Co. Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
21
Participants Small participant base
67th
Percentile by assets National rank
$693,365
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: High Grade Beverage Union Pension Plan · Sponsored by High Grade Beverage Co. · New Jersey · Wholesale Trade

$15M in assets, 21 participants

High Grade Beverage Co.'s High Grade Beverage Union Pension Plan reported $15M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,840 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 Union Pension Plan at $15M / 21 participants.

#3,840
in Wholesale Trade (6,309 peers)
+3.6%
assets growth YoY

High Grade Beverage Union Pension Plan's outsized position by total assets

High Grade Beverage Union Pension Plan vs every filed plan by assets

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

$14,560,657 Top 33% higher than 67% 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

High Grade Beverage Union Pension Plan 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 Union Pension Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • High Grade Beverage Union Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $505K in the plan year 2023 filing.
  • High Grade Beverage Union Pension Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 220989250 · High Grade Beverage Co. PY 2023 · Defined Benefit (Pension)

High Grade Beverage Union Pension Plan · $15M · 21 · 67th

  • PCT $15M
  • EIN 21
  • RANK 67th
  • PHOTO Defined Benefit (Pension)
  • IND near Cash Balance Pension Plan for Staff Employees of Mount Holyoke College
  • EOY ind #3840

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 Union Pension Plan in the asset neighbourhood

High Grade Beverage Union Pension PlanHigh Grade Beverage Union Pe…$15MCash Balance Pension Plan for Staff Employees of Mount Holyoke CollegeCash Balance Pension Plan fo…$15MAdvanced Radiology Services Cash Balance PlanAdvanced Radiology Services …$15MHilton International Cash Balance Pension PlanHilton International Cash Ba…$14MHershey Entertainment & Resorts Company Cash Balance Pension Plan for Hourly EmployeesHershey Entertainment & Reso…$14M
End-of-year total assets ($M) among High Grade Beverage Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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
$40M$45M$50M$55M 202220232024 $42.6M $49.9M ▲ +17.1%
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)$14M
Net Assets (End of Year)$15M
Net Income$505K
Employer EIN220989250
Plan Effective Date1969-02-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

High Grade Beverage Union Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants High Grade Beverage Union Pension Plan, Total assets ($B): 0.014560657 · Participants: 21High Grade Beverage Union Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
High Grade Beverage Union Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare High Grade Beverage Union Pension Plan side-by-side with 3 peers →

High Grade Beverage Union Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Cash Balance Pension Plan for Staff Employees of Mount Holyoke College in MA ($15M); by covered participants it is Idaho Skin Surgery Center, P.C. Cash Balance Plan in ID (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 High Grade Beverage Union Pension Plan assets move in 2023? ▼
High Grade Beverage Union Pension Plan edged up modestly - up 3.6% during 2023, from $14M to $15M. Reported net income was $505K.
How have High Grade Beverage Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), High Grade Beverage Co.'s sponsor-wide assets grew 17.1%, from $43M to $50M.
Which Defined Benefit (Pension) plans are similar in size to High Grade Beverage Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cash Balance Pension Plan for Staff Employees of Mount Holyoke College in MA ($15M, 83 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to High Grade Beverage Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Idaho Skin Surgery Center, P.C. Cash Balance Plan in ID (21 participants, $988K 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 220989250.

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.