401(k) · DOL Form 5500 · 2023

Advance Beverage Co., Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
162
Participants Small participant base
77th
Percentile by assets National rank
$155,888
Avg per participant Above avg balance/head
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Official DOL plan name: Advance Beverage Co., Inc. 401(k) Profit Sharing Plan · Sponsored by Advance Beverage Co., Inc. · California · Wholesale Trade

$25M in assets, 162 participants

Advance Beverage Co., Inc.'s Advance Beverage Co., Inc. 401(k) Profit Sharing Plan reported $25M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,739 in Wholesale Trade (6,309 peers)

Coverage in California

Advance Beverage Co., Inc. 401(k) Profit Sharing Plan covers 162 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $25M.

#4,739
in Wholesale Trade (6,309 peers)
+10.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Advance Beverage Co., Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Advance Beverage Co., Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$25,253,858 Top 23% higher than 77% 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

Advance Beverage Co., Inc. 401(k) 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. Advance Beverage Co., Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advance Beverage Co., Inc. 401(k) Profit Sharing Plan reported participants rose from 144 in the plan year 2022 filing to 162 in the plan year 2023 filing.
  • Advance Beverage Co., Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Advance Beverage Co., Inc. 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952701458 · Advance Beverage Co., Inc. PY 2023 · 401(k)

Advance Beverage Co., Inc. 401(k) Profit Sharing Plan · $25M · 162 · 77th

  • EOY $25M
  • EOY 162
  • EOY 77th
  • EOY 401(k)
  • EOY near Godshall's Quality Meats, Inc. 401(k) Plan
  • EOY ind #4739

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 →

Advance Beverage Co., Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Larson Gross P.L.L.C. 401(k) Profit Sharing Plan and TrustLarson Gross P.L.L.C. 401(k)…$25MAdvance Beverage Co., Inc. 401(k) Profit Sharing PlanAdvance Beverage Co., Inc. 4…$25MGodshall's Quality Meats, Inc. 401(k) PlanGodshall's Quality Meats, In…$25MCarey International Inc 401(k) Retirement PlanCarey International Inc 401(…$25MEngis Corporation Profit Sharing and 401(k) PlanEngis Corporation Profit Sha…$25M
End-of-year total assets ($M) among Advance Beverage Co., Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN952701458
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advance Beverage Co., Inc.)

Sponsor-wide plan assets over time

All Advance Beverage Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 10.13711200097806% vs 2022
2024 filing year
$22M$23M$24M$25M$26M 202220232024 $22.9M $25.3M ▲ +10.1%
Year Plans Participants Total Assets
2022 1 144 $23M
2023 1 162 $25M
2024 1 151 $25M

Nearby 401(k) Plans in California

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

Advance Beverage Co., Inc. 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 ($B) Participants Advance Beverage Co., Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.025253858 · Participants: 162Advance Beverage Co., Inc. 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
Advance Beverage Co., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Advance Beverage Co., Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Advance Beverage Co., Inc. 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 Godshall's Quality Meats, Inc. 401(k) Plan in PA ($25M); by covered participants it is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Advance Beverage Co., Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Advance Beverage Co., Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 10.1% during 2023, from $23M to $25M. Reported net income was $2M.
How have Advance Beverage Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advance Beverage Co., Inc.'s sponsor-wide assets grew 10.1%, from $23M to $25M.
Where does Advance Beverage Co., Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Advance Beverage Co., Inc. 401(k) Profit Sharing Plan ranks in the 77th 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 Advance Beverage Co., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Godshall's Quality Meats, Inc. 401(k) Plan in PA ($25M, 378 participants).
Which 401(k) plans cover a similar participant headcount to Advance Beverage Co., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 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 952701458.

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.