401(k) · DOL Form 5500 · 2023
Horizon Beverage Company 401(k) Plan
Data updated 2026-08-11
- $63M
- Total assets
- 208
- Participants
- 88th
- Percentile by assets
- $300,592
- Avg per participant
Official DOL plan name: Hbc Employees Trust · Sponsored by Horizon Beverage Company · Massachusetts · Wholesale Trade
$63M in assets, 208 participants
Horizon Beverage Company's Hbc Employees Trust reported $63M in total assets and 208 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 127,072 plans)
- #5,623 in Wholesale Trade (6,309 peers)
Coverage in Massachusetts
Hbc Employees Trust covers 208 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $63M.
- $63M
- total plan assets (2023 EOY)
- 208
- covered participants
- 88th
- percentile by assets (of 127,072 plans)
- $300,592
- avg assets per participant
Where Hbc Employees Trust sits by total assets
Hbc Employees Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$62,523,121 Top 12% higher than 88% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hbc Employees Trust reported net income rose from $2M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Hbc Employees Trust end-of-year assets rose from $50M in the plan year 2022 filing to $63M in the plan year 2023 filing.
- Hbc Employees Trust reported participants rose from 200 in the plan year 2022 filing to 208 in the plan year 2023 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Hbc Employees Trust reports 208 participants - about 32% of that state average ($63M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $13M |
| Employer EIN | 041123650 |
| Plan Effective Date | 1955-11-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Horizon Beverage Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 345 | $66M |
| 2023 | 2 | 351 | $81M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Hbc Employees Trust by total assets, not by location.
Frequently Asked Questions
How did Hbc Employees Trust assets move in 2023? ▼
How have Horizon Beverage Company plan assets changed over time? ▼
Where does Hbc Employees Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Hbc Employees Trust? ▼
Next read for Hbc Employees Trust
Filing takeaways
Ways to act on Hbc Employees Trust's numbers.
- By total assets, Hbc Employees Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Horizon Beverage Company's sponsor-wide assets have grown 23.6% since 2022 across 2 plan years on file. More Wholesale Trade plans