401(k) · DOL Form 5500 · 2023

New Castle Liquors, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 6
Participants Small participant base: 26th
Percentile by assets National rank: $209,990
Avg per participant Above avg balance/head

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Official DOL plan name: New Castle Liquors, Inc. 401(k) Plan · Sponsored by New Castle Liquors, Inc. · Colorado · Retail Trade

$1M in assets, 6 participants

New Castle Liquors, Inc.'s New Castle Liquors, Inc. 401(k) Plan reported $1M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

#3,213 in Retail Trade (8,414 peers)

What the 2023 filing shows

New Castle Liquors, Inc. 401(k) Plan holds $1M for 6 participants - about $209,990 per participant, in the lower half of filed plans by assets.

#3,213
in Retail Trade (8,414 peers): +2.4%
assets growth YoY

New Castle Liquors, Inc. 401(k) Plan among the smaller filed plans by assets

New Castle Liquors, Inc. 401(k) Plan vs every filed plan by assets

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

$1,259,940 26th percentile higher than 26% 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

New Castle Liquors, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Castle Liquors, Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

New Castle Liquors, Inc. 401(k) Plan reported net income rose from $18K in the plan year 2022 filing to $29K in the plan year 2023 filing.
New Castle Liquors, Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 474710125 · New Castle Liquors, Inc. PY 2023 · 401(k)

New Castle Liquors, Inc. 401(k) Plan · $1M · 6 · 26th

PHOTO $1M
IND 6
EOY 26th
5500 401(k)
ASSETS near Houston Inspection Field Services, LLC 401(k) Plan
PCT ind #3213

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 Retail Trade retirement plans → · Plans in Colorado →

End-of-year total assets ($M) among New Castle Liquors, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$29K
Employer EIN	474710125
Plan Effective Date	2015-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (New Castle Liquors, Inc.)

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	6	$1M
2023	3	15	$3M
2024	1	5	N/A

Nearby 401(k) Plans in Colorado

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

New Castle Liquors, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Davita Retirement Savings Plan $3.3B · 57,711
Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
Woodward Retirement Savings Plan $1.8B · 5,847
Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491

Compare New Castle Liquors, Inc. 401(k) Plan side-by-side with 3 peers →

New Castle Liquors, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Houston Inspection Field Services, LLC 401(k) Plan in TX ($1M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Houston Inspection Field Services, LLC 401(k) Plan (TX) $1M · 51
Butler Transfer 401(k) (NC) $1M · 1
Missouri Prime Beef Packers, LLC 401(k) Plan (MO) $1M · 328
Kardas, Inc. Retirement Plan (OR) $1M · 13

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

Gears Over Gravity, Inc. 401(k) Plan (CA) 6 · 0 off
Shockco Oil Tools Inc. 401(k) Plan (UT) 6 · 0 off
Gaylord Nelson Insurance Agency, Inc. 401(k) Profit Sharing Plan & Trust (IL) 6 · 0 off
Br3 Enterprises Inc 401(k) Plan (MO) 6 · 0 off

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 New Castle Liquors, Inc. 401(k) Plan assets move in 2023? ▼

New Castle Liquors, Inc. 401(k) Plan edged up modestly - up 2.4% during 2023, from $1M to $1M. Reported net income was $29K.

Which 401(k) plans are similar in size to New Castle Liquors, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Houston Inspection Field Services, LLC 401(k) Plan in TX ($1M, 51 participants).

Which 401(k) plans cover a similar participant headcount to New Castle Liquors, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 474710125.