401(k) · DOL Form 5500 · 2023

Proximo Spirits Inc. 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
388
Participants Below avg headcount
88th
Percentile by assets National rank
$162,482
Avg per participant Above avg balance/head
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Official DOL plan name: Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Proximo Spirits Inc. · New Jersey · Wholesale Trade

$63M in assets, 388 participants

Proximo Spirits Inc.'s Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust reported $63M in total assets and 388 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #5,632 in Wholesale Trade (6,309 peers)

Coverage in New Jersey

Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust covers 388 participants in New Jersey, about 46% of the average New Jersey filer (state average ~844 per filing). Assets: $63M.

#5,632
in Wholesale Trade (6,309 peers)
+25.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$63,042,823 Top 12% higher than 88% 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

Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust 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. Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (388 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$8M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $50M in the plan year 2022 filing to $63M in the plan year 2023 filing.
  • Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 367 in the plan year 2022 filing to 388 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 260518421 · Proximo Spirits Inc. PY 2023 · 401(k)

Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust · $63M · 388 · 88th

  • IND $63M
  • EOY 388
  • 5500 88th
  • ASSETS 401(k)
  • PCT near Stahls' Inc. Employees' Salary Savings Plan
  • EIN ind #5632

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 →

Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Bumble Bee Foods, LLC 401(k) PlanBumble Bee Foods, LLC 401(k)…$63MProximo Spirits Inc. 401(k) Profit Sharing Plan and TrustProximo Spirits Inc. 401(k) …$63MStahls' Inc. Employees' Salary Savings PlanStahls' Inc. Employees' Sala…$63MLighthouse Document Technologies, 401(k) PlanLighthouse Document Technolo…$63MCertilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral PlanCertilman Balin Adler & Hyma…$63M
End-of-year total assets ($M) among Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$63M
Net Income$13M
Employer EIN260518421
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Proximo Spirits Inc.)

Sponsor-wide plan assets over time

All Proximo Spirits Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$72M 43.278643444591616% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $50.2M $72M ▲ +43.3%
Year Plans Participants Total Assets
2022 1 367 $50M
2023 1 388 $63M
2024 1 436 $72M

Nearby 401(k) Plans in New Jersey

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

Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.063042823 · Participants: 388Proximo Spirits Inc. 401(k) Profit Sharing Plan and TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Stahls' Inc. Employees' Salary Savings Plan in MI ($63M); by covered participants it is Venerable 401(k) Savings Plan in PA (388 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (388 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 Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 25.5% during 2023, from $50M to $63M. Reported net income was $13M.
How have Proximo Spirits Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Proximo Spirits Inc.'s sponsor-wide assets grew 43.3%, from $50M to $72M.
Where does Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Stahls' Inc. Employees' Salary Savings Plan in MI ($63M, 1,061 participants).
Which 401(k) plans cover a similar participant headcount to Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Venerable 401(k) Savings Plan in PA (388 participants, $65M 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 260518421.

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.