401(k) · DOL Form 5500 · 2024
Heart of America Beverage Company LLC 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 85
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $124,955
- Avg per participant Near avg balance/head
Official DOL plan name: Heart of America Beverage Company, LLC 401(k) Plan · Sponsored by Heart of America Beverage Company LLC · Missouri · Wholesale Trade
$11M in assets, 85 participants
Heart of America Beverage Company LLC's Heart of America Beverage Company, LLC 401(k) Plan reported $11M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #2,956 in Wholesale Trade (6,080 peers)
Heart of America Beverage Company LLC multi-year trail
Heart of America Beverage Company LLC's plans moved +36.2% in assets from 2022 to 2024; this filing shows Heart of America Beverage Company, LLC 401(k) Plan at $11M / 85 participants.
- #2,956
- in Wholesale Trade (6,080 peers)
- +15.5%
- assets growth YoY
Heart of America Beverage Company, LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Heart of America Beverage Company, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,621,156 Top 43% higher than 57% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Heart of America Beverage Company, LLC 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heart of America Beverage Company, LLC 401(k) Plan is a small filing (85 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heart of America Beverage Company, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Heart of America Beverage Company, LLC 401(k) Plan reported participants rose from 79 in the plan year 2023 filing to 85 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 431933310 · Heart of America Beverage Company LLC PY 2024 · 401(k)
Heart of America Beverage Company, LLC 401(k) Plan · $11M · 85 · 57th
- VS-ST $11M
- VS-ST 85
- VS-ST 57th
- VS-ST 401(k)
- VS-ST near Madden Preprint Media, LLC 401(k) Plan
- VS-ST ind #2956
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 Missouri →
Heart of America Beverage Company, LLC 401(k) Plan in the asset neighbourhood
Heart of America Beverage Company LLC multi-year asset trail
Sponsor-wide plan assets over time
All Heart of America Beverage Company LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 36.22481574136006% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 85 | $8M |
| 2023 | 1 | 79 | $9M |
| 2024 | 1 | 85 | $11M |
Heart of America Beverage Company LLC filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 431933310 |
| Plan Effective Date | 2001-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Heart of America Beverage Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Madden Preprint Media, LLC 401(k) Plan in AZ ($11M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (85 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.