401(k) · DOL Form 5500 · 2023

Sequoia Beverage Company, a Limited Partnership Dba Bueno Beverage Co 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
84
Participants Small participant base
56th
Percentile by assets National rank
$107,223
Avg per participant Below avg balance/head
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Official DOL plan name: Bueno Beverage Company 401(k) Profit Sharing Plan · Sponsored by Sequoia Beverage Company, a Limited Partnership Dba Bueno Beverage Co · California · Wholesale Trade

$9M in assets, 84 participants

Sequoia Beverage Company, a Limited Partnership Dba Bueno Beverage Co's Bueno Beverage Company 401(k) Profit Sharing Plan reported $9M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,003 in Wholesale Trade (6,309 peers)

Sequoia Beverage Company, a Limited Partnership Dba Bueno Beverage Co multi-year trail

Sequoia Beverage Company, a Limited Partnership Dba Bueno Beverage Co's plans moved +20.2% in assets from 2022 to 2024; this filing shows Bueno Beverage Company 401(k) Profit Sharing Plan at $9M / 84 participants.

#3,003
in Wholesale Trade (6,309 peers)
+12.2%
assets growth YoY

Bueno Beverage Company 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Bueno Beverage Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,006,701 Top 44% higher than 56% 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

Bueno Beverage Company 401(k) Profit Sharing 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. Bueno Beverage Company 401(k) Profit Sharing Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bueno Beverage Company 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $981K in the plan year 2023 filing.
  • Bueno Beverage Company 401(k) Profit Sharing Plan reported participants fell from 106 in the plan year 2022 filing to 84 in the plan year 2023 filing.
  • Bueno Beverage Company 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 770136563 · Sequoia Beverage Company, a Limited Partnership Dba Bueno Beverage Co PY 2023 · 401(k)

Bueno Beverage Company 401(k) Profit Sharing Plan · $9M · 84 · 56th

  • EBSA $9M
  • PART 84
  • TYPE 56th
  • NET 401(k)
  • BOOK near Pearson Adair & Company Retirement Plan
  • VS-ST ind #3003

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 California →

Bueno Beverage Company 401(k) Profit Sharing Plan in the asset neighbourhood

Bueno Beverage Company 401(k) Profit Sharing PlanBueno Beverage Company 401(k…$9MPearson Adair & Company Retirement PlanPearson Adair & Company Reti…$9MAadvantage Inc. 401(k) Plan$9MMerryman-Farr, LLC 401(k) Profit Sharing Plan and TrustMerryman-Farr, LLC 401(k) Pr…$9MThe Pei 401(k) Savings Plan$9M
End-of-year total assets ($M) among Bueno Beverage Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sequoia Beverage Company, a Limited Partnership Dba Bueno Beverage Co multi-year asset trail

Sponsor-wide plan assets over time

All Sequoia Beverage Company, a Limited Partnership Dba Bueno Beverage Co plans reported in each filing year

Latest sponsor-wide plan assets
$10M 20.15881908460715% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M$10M 202220232024 $8.03M $9.64M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 106 $8M
2023 1 84 $9M
2024 1 81 $10M

Sequoia Beverage Company, a Limited Partnership Dba Bueno Beverage Co filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$981K
Employer EIN770136563
Plan Effective Date1987-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Bueno Beverage Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bueno Beverage Company 401(k) Profit Sharing Plan, Total assets ($B): 0.009006701 · Participants: 84Bueno Beverage Company 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Bueno Beverage Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bueno Beverage Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bueno Beverage Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pearson Adair & Company Retirement Plan in TX ($9M); by covered participants it is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Bueno Beverage Company 401(k) Profit Sharing Plan assets move in 2023? ▼
Bueno Beverage Company 401(k) Profit Sharing Plan grew at a solid clip - up 12.2% during 2023, from $8M to $9M. Reported net income was $981K.
How have Sequoia Beverage Company, a Limited Partnership Dba Bueno Beverage Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sequoia Beverage Company, a Limited Partnership Dba Bueno Beverage Co's sponsor-wide assets grew 20.2%, from $8M to $10M.
Which 401(k) plans are similar in size to Bueno Beverage Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pearson Adair & Company Retirement Plan in TX ($9M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Bueno Beverage Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 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 770136563.

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.