401(k) · DOL Form 5500 · 2024

U.S. Bottlers Machinery Co., Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
92
Participants Small participant base
53rd
Percentile by assets National rank
$95,234
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: U.S. Bottlers 401(k) Profit Sharing Plan · Sponsored by U.S. Bottlers Machinery Co., Inc. · North Carolina · Manufacturing

$9M in assets, 92 participants

U.S. Bottlers Machinery Co., Inc.'s U.S. Bottlers 401(k) Profit Sharing Plan reported $9M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #6,741 in Manufacturing (17,777 peers)

U.S. Bottlers Machinery Co., Inc. multi-year trail

U.S. Bottlers Machinery Co., Inc.'s plans moved +36.6% in assets from 2022 to 2024; this filing shows U.S. Bottlers 401(k) Profit Sharing Plan at $9M / 92 participants.

#6,741
in Manufacturing (17,777 peers)
+15.4%
assets growth YoY

U.S. Bottlers 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

U.S. Bottlers 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,761,529 Top 47% higher than 53% of 123,620 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 2024

U.S. Bottlers 401(k) Profit Sharing 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. U.S. Bottlers 401(k) Profit Sharing Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • U.S. Bottlers 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • U.S. Bottlers 401(k) Profit Sharing Plan reported participants rose from 86 in the plan year 2023 filing to 92 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 561254932 · U.S. Bottlers Machinery Co., Inc. PY 2024 · 401(k)

U.S. Bottlers 401(k) Profit Sharing Plan · $9M · 92 · 53rd

  • PCT $9M
  • EIN 92
  • RANK 53rd
  • PHOTO 401(k)
  • IND near Auerbach Grayson & Company LLC. 401(k) Plan
  • EOY ind #6741

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 Manufacturing retirement plans → · Plans in North Carolina →

U.S. Bottlers 401(k) Profit Sharing Plan in the asset neighbourhood

U.S. Bottlers 401(k) Profit Sharing PlanU.S. Bottlers 401(k) Profit …$9MAuerbach Grayson & Company LLC. 401(k) PlanAuerbach Grayson & Company L…$9MThe Winsford Company, LLC 401(k) PlanThe Winsford Company, LLC 40…$9MSelzer Gurvitch, Attorneys at Law 401(k) Profit Sharing PlanSelzer Gurvitch, Attorneys a…$9MCht USA 401(k) Profit Sharing PlanCht USA 401(k) Profit Sharin…$9M
End-of-year total assets ($M) among U.S. Bottlers 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

U.S. Bottlers Machinery Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All U.S. Bottlers Machinery Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 36.602654961217695% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.41M $8.76M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 86 $6M
2023 1 86 $8M
2024 1 92 $9M

U.S. Bottlers Machinery Co., Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN561254932
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

U.S. Bottlers 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants U.S. Bottlers 401(k) Profit Sharing Plan, Total assets ($B): 0.008761529 · Participants: 92U.S. Bottlers 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
U.S. Bottlers 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

U.S. Bottlers 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Auerbach Grayson & Company LLC. 401(k) Plan in NY ($9M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did U.S. Bottlers 401(k) Profit Sharing Plan assets move in 2024?
U.S. Bottlers 401(k) Profit Sharing Plan grew sharply - up 15.4% during 2024, from $8M to $9M. Reported net income was $1M.
How have U.S. Bottlers Machinery Co., Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), U.S. Bottlers Machinery Co., Inc.'s sponsor-wide assets grew 36.6%, from $6M to $9M.
Which 401(k) plans are similar in size to U.S. Bottlers 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Auerbach Grayson & Company LLC. 401(k) Plan in NY ($9M, 26 participants).
Which 401(k) plans cover a similar participant headcount to U.S. Bottlers 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants, $487K in assets).