HBC EMPLOYEES TRUST
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
HORIZON BEVERAGE COMPANY
This 401(k) plan holds $63M in total assets and serves 208 participants as of 2023. It is sponsored by HORIZON BEVERAGE COMPANY in Massachusetts. The plan reported positive net income of $13M for the year.
What the Filing Says About HBC EMPLOYEES TRUST
HBC EMPLOYEES TRUST is a 401(k) retirement plan sponsored by HORIZON BEVERAGE COMPANY, headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $63M in total end-of-year assets and covers 208 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 041123650, and the plan has been effective since 1955-11-30. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $50M at the beginning of 2023 to $63M at year-end — a gain of 25.2%. Net assets (after liabilities) closed the year at $63M, with reported net income of $13M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $50M |
| Total Assets (End of Year) | $63M |
| Net Assets (End of Year) | $63M |
| Net Income | $13M |
| Plan Type | 401(k) |
| 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
- CONSOLIDATED 403(B) PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONS $14.9B · 74,212
- 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
Related Data
Guides
Frequently Asked Questions
How much money is in the HBC EMPLOYEES TRUST? ▼
What type of plan is HBC EMPLOYEES TRUST? ▼
Who sponsors the HBC EMPLOYEES TRUST? ▼
How did HBC EMPLOYEES TRUST perform in 2023? ▼
Where can I find official filings for HBC EMPLOYEES TRUST? ▼
How does HBC EMPLOYEES TRUST compare to other plans? ▼
Explore PlainRetire
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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.