401(k) · DOL Form 5500 · 2023

Horizon Beverage Company 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
208
Participants Below avg headcount
88th
Percentile by assets National rank
$300,592
Avg per participant High balance/head
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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.

  • #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.

#5,623
in Wholesale Trade (6,309 peers)
+25.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Hbc Employees Trust's outsized position 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

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 2023

Hbc Employees Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hbc Employees Trust sits mid-pack in the medium band (208 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 041123650 · Horizon Beverage Company PY 2023 · 401(k)

Hbc Employees Trust · $63M · 208 · 88th

  • VS-ST $63M
  • BOY 208
  • SCH 88th
  • EBSA 401(k)
  • PART near The Durant Auto Group 401(k) Plan
  • TYPE ind #5623

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 Massachusetts →

Hbc Employees Trust in the asset neighbourhood

Microport Employee Retirement Savings PlanMicroport Employee Retiremen…$63MThe Durant Auto Group 401(k) PlanThe Durant Auto Group 401(k)…$63MTexas Iron Workers' Defined Contribution Retirement PlanTexas Iron Workers' Defined …$63MHbc Employees Trust$63MLink Engineering Company Tax Deferred Savings Plan-401(k)Link Engineering Company Tax…$63M
End-of-year total assets ($M) among Hbc Employees Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$63M
Net Income$13M
Employer EIN041123650
Plan Effective Date1955-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Horizon Beverage Company)

Sponsor-wide plan assets over time

All Horizon Beverage Company plans reported in each filing year

Latest sponsor-wide plan assets
$81M 23.64282699558873% vs 2022
2023 filing year
$60M$65M$70M$75M$80M$85M 20222023 $65.8M $81.3M ▲ +23.6%
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.

Hbc Employees Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Hbc Employees Trust, Total assets ($B): 0.062523121 · Participants: 208Hbc Employees TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Hbc Employees Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Hbc Employees Trust side-by-side with 3 peers →

Hbc Employees Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The Durant Auto Group 401(k) Plan in TX ($63M); by covered participants it is Dippin' Dots, LLC 401(k) Profit Sharing Plan in KY (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 participants); asset peers above are excluded.

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 Hbc Employees Trust assets move in 2023? ▼
Hbc Employees Trust grew sharply - up 25.2% during 2023, from $50M to $63M. Reported net income was $13M.
How have Horizon Beverage Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Horizon Beverage Company's sponsor-wide assets grew 23.6%, from $66M to $81M.
Where does Hbc Employees Trust rank by assets among Form 5500 filers? ▼
Hbc Employees Trust ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hbc Employees Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Durant Auto Group 401(k) Plan in TX ($63M, 2,370 participants).
Which 401(k) plans cover a similar participant headcount to Hbc Employees Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dippin' Dots, LLC 401(k) Profit Sharing Plan in KY (208 participants, N/A 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 041123650.

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.