401(k) · DOL Form 5500 · 2023
Nei Bottling, Inc. 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 37
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $621,851
- Avg per participant High balance/head
Official DOL plan name: Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan · Sponsored by Nei Bottling, Inc. · Minnesota · Wholesale Trade
$23M in assets, 37 participants
Nei Bottling, Inc.'s Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan reported $23M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #4,605 in Wholesale Trade (6,309 peers)
Where Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan sits by assets
Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan sits in the top quartile of all filed plans by assets, $23M for 37 participants (~$621,851/participant), up 28.2% in 2023.
- #4,605
- in Wholesale Trade (6,309 peers)
- +28.2%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan's outsized position by total assets
Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,008,486 Top 25% higher than 75% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Nei Bottling, Inc. Employees' Profit Sharing & 401(k) 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. Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan is a small filing (37 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan reported participants fell from 42 in the plan year 2022 filing to 37 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 410966913 · Nei Bottling, Inc. PY 2023 · 401(k)
Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan · $23M · 37 · 75th
- NET $23M
- BOOK 37
- VS-ST 75th
- BOY 401(k)
- SCH near Jerry Seiner Dealerships 401(k) Plan
- EBSA ind #4605
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 Minnesota →
Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $5M |
| Employer EIN | 410966913 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nei Bottling, Inc.)
Sponsor-wide plan assets over time
All Nei Bottling, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 41.058517688576096% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 42 | $18M |
| 2023 | 1 | 37 | $23M |
| 2024 | 1 | 46 | $25M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Jerry Seiner Dealerships 401(k) Plan in UT ($23M); by covered participants it is Carbon Health 401(k) Plan in CA (37 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Jerry Seiner Dealerships 401(k) Plan (UT) $23M · 536
- W. K. Dickson & Company Employee Savings & Protection Plan (NC) $23M · 174
- Scale Ai 401(k) Plan (CA) $23M · 527
- Park Avenue Motor Corp. 401(k) Savings Plan (NJ) $23M · 197
Similar participant headcount
Nearest other-state filings by covered participants (37 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.