401(k) · DOL Form 5500 · 2023
Joint Board of Trustees 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 423
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $95,662
- Avg per participant Below avg balance/head
Official DOL plan name: Detroit Brewers and Distributors 401(k) Plan and Trust Agreement · Sponsored by Joint Board of Trustees · Michigan · Wholesale Trade
$40M in assets, 423 participants
Joint Board of Trustees's Detroit Brewers and Distributors 401(k) Plan and Trust Agreement reported $40M in total assets and 423 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #5,278 in Wholesale Trade (6,309 peers)
Where Detroit Brewers and Distributors 401(k) Plan and Trust Agreement sits by assets
Detroit Brewers and Distributors 401(k) Plan and Trust Agreement sits in the top quartile of all filed plans by assets, $40M for 423 participants (~$95,662/participant), up 8.4% in 2023.
- #5,278
- in Wholesale Trade (6,309 peers)
- +8.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Detroit Brewers and Distributors 401(k) Plan and Trust Agreement's outsized position by total assets
Detroit Brewers and Distributors 401(k) Plan and Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$40,464,940 Top 17% higher than 83% 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
Detroit Brewers and Distributors 401(k) Plan and Trust Agreement 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. Detroit Brewers and Distributors 401(k) Plan and Trust Agreement sits mid-pack in the medium band (423 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Detroit Brewers and Distributors 401(k) Plan and Trust Agreement reported net income rose from -$10M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Detroit Brewers and Distributors 401(k) Plan and Trust Agreement reported participants rose from 309 in the plan year 2022 filing to 423 in the plan year 2023 filing.
- Detroit Brewers and Distributors 401(k) Plan and Trust Agreement end-of-year assets rose from $37M in the plan year 2022 filing to $40M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 382094732 · Joint Board of Trustees PY 2023 · 401(k)
Detroit Brewers and Distributors 401(k) Plan and Trust Agreement · $40M · 423 · 83rd
- EBSA $40M
- EBSA 423
- EBSA 83rd
- EBSA 401(k)
- EBSA near Douglas Elliman LLC 401(k) Retirement Savings Plan
- EBSA ind #5278
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 Michigan →
Detroit Brewers and Distributors 401(k) Plan and Trust Agreement in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $3M |
| Employer EIN | 382094732 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Board of Trustees)
Sponsor-wide plan assets over time
All Joint Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 7.574172803900105% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 309 | $37M |
| 2023 | 1 | 423 | $40M |
| 2024 | 1 | 452 | $40M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Detroit Brewers and Distributors 401(k) Plan and Trust Agreement's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Douglas Elliman LLC 401(k) Retirement Savings Plan in NY ($40M); by covered participants it is Ameri-National Corporation 401(k) Plan in MO (423 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Douglas Elliman LLC 401(k) Retirement Savings Plan (NY) $40M · 657
- California Artichoke & Vegetable Growers Corporation Dba Ocean Mist Farms 401(k) & Profit Sharing Plan (CA) $40M · 296
- Gordon, Thomas, Honeywell, LLP 401(k) Profit Sharing Plan (WA) $40M · 33
- Rudd Group Retirement Plan (KS) $40M · 937
Similar participant headcount
Nearest other-state filings by covered participants (423 participants); asset peers above are excluded.
- Ameri-National Corporation 401(k) Plan (MO) 423 · 0 off
- Boeing Encore Interiors, LLC 401(k) Plan (CA) 423 · 0 off
- Candela 401(k) Plan (MA) 423 · 0 off
- R.T.I. Savings and Retirement Plan (AL) 423 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.