401(k) · DOL Form 5500 · 2023

Bellavance Beverage Co., LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
136
Participants Small participant base
72nd
Percentile by assets National rank
$144,848
Avg per participant Above avg balance/head
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Official DOL plan name: Bellavance Beverage Co., LLC Profit Sharing Plan · Sponsored by Bellavance Beverage Co., LLC · New Hampshire · Wholesale Trade

$20M in assets, 136 participants

Bellavance Beverage Co., LLC's Bellavance Beverage Co., LLC Profit Sharing Plan reported $20M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,363 in Wholesale Trade (6,309 peers)

Coverage in New Hampshire

Bellavance Beverage Co., LLC Profit Sharing Plan covers 136 participants in New Hampshire, about 45% of the average New Hampshire filer (state average ~301 per filing). Assets: $20M.

#4,363
in Wholesale Trade (6,309 peers)
+6.5%
assets growth YoY

Bellavance Beverage Co., LLC Profit Sharing Plan's outsized position by total assets

Bellavance Beverage Co., LLC Profit Sharing Plan vs every filed plan by assets

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

$19,699,267 Top 28% higher than 72% 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

Bellavance Beverage Co., LLC Profit Sharing Plan 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. Bellavance Beverage Co., LLC Profit Sharing Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bellavance Beverage Co., LLC Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bellavance Beverage Co., LLC Profit Sharing Plan reported participants rose from 126 in the plan year 2022 filing to 136 in the plan year 2023 filing.
  • Bellavance Beverage Co., LLC Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 020108350 · Bellavance Beverage Co., LLC PY 2023 · 401(k)

Bellavance Beverage Co., LLC Profit Sharing Plan · $20M · 136 · 72nd

  • SCH $20M
  • SCH 136
  • SCH 72nd
  • SCH 401(k)
  • SCH near Clean Slate Centers 401(k) Plan
  • SCH ind #4363

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 Hampshire →

Bellavance Beverage Co., LLC Profit Sharing Plan in the asset neighbourhood

Bellavance Beverage Co., LLC Profit Sharing PlanBellavance Beverage Co., LLC…$20MClean Slate Centers 401(k) PlanClean Slate Centers 401(k) P…$20MRepublic Plastics 401(k) Plan$20MFullstack Inc. 401(k) Plan$20MHartzell Companies 401(k) PlanHartzell Companies 401(k) Pl…$20M
End-of-year total assets ($M) among Bellavance Beverage Co., LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Hampshire filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$1M
Employer EIN020108350
Plan Effective Date1975-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bellavance Beverage Co., LLC)

Sponsor-wide plan assets over time

All Bellavance Beverage Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 19.336729828148954% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.5M $22.1M ▲ +19.3%
Year Plans Participants Total Assets
2022 1 126 $18M
2023 1 136 $20M
2024 1 145 $22M

Nearby 401(k) Plans in New Hampshire

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

Bellavance Beverage Co., LLC Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Bellavance Beverage Co., LLC Profit Sharing Plan, Total assets ($M): 19.699267 · Participants: 136Bellavance Beverage Co., LLC Profit Sharing PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Bellavance Beverage Co., LLC Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Bellavance Beverage Co., LLC Profit Sharing Plan side-by-side with 3 peers →

Bellavance Beverage Co., LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Clean Slate Centers 401(k) Plan in TN ($20M); by covered participants it is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Bellavance Beverage Co., LLC Profit Sharing Plan assets move in 2023? ▼
Bellavance Beverage Co., LLC Profit Sharing Plan grew at a solid clip - up 6.5% during 2023, from $18M to $20M. Reported net income was $1M.
How have Bellavance Beverage Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellavance Beverage Co., LLC's sponsor-wide assets grew 19.3%, from $18M to $22M.
Which 401(k) plans are similar in size to Bellavance Beverage Co., LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clean Slate Centers 401(k) Plan in TN ($20M, 669 participants).
Which 401(k) plans cover a similar participant headcount to Bellavance Beverage Co., LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants, N/A 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 020108350.

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.