401(k) · DOL Form 5500 · 2024

Iowa Beverage Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
309
Participants Below avg headcount
71st
Percentile by assets National rank
$69,035
Avg per participant Below avg balance/head
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Official DOL plan name: Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan · Sponsored by Iowa Beverage Systems, Inc. · Iowa · Wholesale Trade

$21M in assets, 309 participants

Iowa Beverage Systems, Inc.'s Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan reported $21M in total assets and 309 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,124 in Wholesale Trade (6,080 peers)

Iowa Beverage Systems, Inc. multi-year trail

Iowa Beverage Systems, Inc.'s plans moved +43.6% in assets from 2022 to 2024; this filing shows Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan at $21M / 309 participants.

#4,124
in Wholesale Trade (6,080 peers)
+17.6%
assets growth YoY

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan's outsized position by total assets

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$21,331,685 Top 29% higher than 71% 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

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 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. Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan sits mid-pack in the medium band (309 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan reported participants rose from 274 in the plan year 2023 filing to 309 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 421315877 · Iowa Beverage Systems, Inc. PY 2024 · 401(k)

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan · $21M · 309 · 71st

  • EIN $21M
  • EIN 309
  • EIN 71st
  • EIN 401(k)
  • EIN near James Machine Works, LLC Profit Sharing Plan and Trust
  • EIN ind #4124

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 Iowa →

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan in the asset neighbourhood

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) PlanIowa Beverage Systems, Inc. …$21MJames Machine Works, LLC Profit Sharing Plan and TrustJames Machine Works, LLC Pro…$21MMunchkin, Inc. 401(k) Plan$21MClawson & Staubes, LLC 401(k) PlanClawson & Staubes, LLC 401(k…$21MCoughlin & Gerhart, L.L.P. Profit Sharing PlanCoughlin & Gerhart, L.L.P. P…$21M
End-of-year total assets ($M) among Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa Beverage Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Iowa Beverage Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 43.628559963048694% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.9M $21.3M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 219 $15M
2023 1 274 $18M
2024 1 309 $21M

Iowa Beverage Systems, Inc. filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN421315877
Plan Effective Date1988-07-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan, Total assets ($B): 0.021331685 · Participants: 309Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is James Machine Works, LLC Profit Sharing Plan and Trust in LA ($21M); by covered participants it is Forddirect Retirement Savings Plan in MI (309 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (309 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 Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan assets move in 2024? ▼
Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan grew sharply - up 17.6% during 2024, from $18M to $21M. Reported net income was $3M.
How have Iowa Beverage Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iowa Beverage Systems, Inc.'s sponsor-wide assets grew 43.6%, from $15M to $21M.
Which 401(k) plans are similar in size to Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is James Machine Works, LLC Profit Sharing Plan and Trust in LA ($21M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Iowa Beverage Systems, Inc. Employees' Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Forddirect Retirement Savings Plan in MI (309 participants, $60M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 421315877.

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.