401(k) · DOL Form 5500 · 2024

City Beverages, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
240
Participants Below avg headcount
69th
Percentile by assets National rank
$78,959
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: City Beverages 401(k) Plan · Sponsored by City Beverages, LLC · Florida · Wholesale Trade

$19M in assets, 240 participants

City Beverages, LLC's City Beverages 401(k) Plan reported $19M in total assets and 240 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,939 in Wholesale Trade (6,080 peers)

Coverage in Florida

City Beverages 401(k) Plan covers 240 participants in Florida, about 38% of the average Florida filer (state average ~628 per filing). Assets: $19M.

#3,939
in Wholesale Trade (6,080 peers)
+10.4%
assets growth YoY

City Beverages 401(k) Plan's outsized position by total assets

City Beverages 401(k) Plan vs every filed plan by assets

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

$18,950,155 Top 31% higher than 69% 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

City Beverages 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. City Beverages 401(k) Plan sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • City Beverages 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • City Beverages 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • City Beverages 401(k) Plan reported participants rose from 229 in the plan year 2023 filing to 240 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 593472640 · City Beverages, LLC PY 2024 · 401(k)

City Beverages 401(k) Plan · $19M · 240 · 69th

  • BOY $19M
  • SCH 240
  • EBSA 69th
  • PART 401(k)
  • TYPE near Belmont Instrument LLC Retirement Plan
  • NET ind #3939

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 Florida →

City Beverages 401(k) Plan in the asset neighbourhood

City Beverages 401(k) Plan$19MBelmont Instrument LLC Retirement PlanBelmont Instrument LLC Retir…$19MThe Tsg Pep$19MWest Coast Code Consultants Inc. 401(k) PlanWest Coast Code Consultants …$19MDsl Construction Corp. Employee 401(k) Profit Sharing PlanDsl Construction Corp. Emplo…$19M
End-of-year total assets ($M) among City Beverages 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN593472640
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (City Beverages, LLC)

Sponsor-wide plan assets over time

All City Beverages, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 32.571622894952995% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.3M $19M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 201 $14M
2023 1 229 $17M
2024 1 240 $19M

Nearby 401(k) Plans in Florida

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

City Beverages 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants City Beverages 401(k) Plan, Total assets ($B): 0.018950155 · Participants: 240City Beverages 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
City Beverages 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

City Beverages 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Belmont Instrument LLC Retirement Plan in MA ($19M); by covered participants it is Shangri-La 401(k) Plan in OR (240 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (240 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.

Frequently Asked Questions

How did City Beverages 401(k) Plan assets move in 2024?
City Beverages 401(k) Plan grew at a solid clip - up 10.4% during 2024, from $17M to $19M. Reported net income was $2M.
How have City Beverages, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), City Beverages, LLC's sponsor-wide assets grew 32.6%, from $14M to $19M.
Which 401(k) plans are similar in size to City Beverages 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Belmont Instrument LLC Retirement Plan in MA ($19M, 218 participants).
Which 401(k) plans cover a similar participant headcount to City Beverages 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Shangri-La 401(k) Plan in OR (240 participants, N/A in assets).