401(k) · DOL Form 5500 · 2023

Horizon Beverage Company, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
143
Participants Small participant base
72nd
Percentile by assets National rank
$131,528
Avg per participant Near avg balance/head
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Official DOL plan name: Horizon Beverage Co., Inc. 401(k) Retirement Plan · Sponsored by Horizon Beverage Company, Inc. · Massachusetts · Wholesale Trade

$19M in assets, 143 participants

Horizon Beverage Company, Inc.'s Horizon Beverage Co., Inc. 401(k) Retirement Plan reported $19M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,293 in Wholesale Trade (6,309 peers)

Coverage in Massachusetts

Horizon Beverage Co., Inc. 401(k) Retirement Plan covers 143 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $19M.

#4,293
in Wholesale Trade (6,309 peers)
+18.6%
assets growth YoY

Horizon Beverage Co., Inc. 401(k) Retirement Plan's outsized position by total assets

Horizon Beverage Co., Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$18,808,479 Top 28% higher than 72% 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

Horizon Beverage Co., Inc. 401(k) Retirement Plan 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. Horizon Beverage Co., Inc. 401(k) Retirement Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Horizon Beverage Co., Inc. 401(k) Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Horizon Beverage Co., Inc. 401(k) Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Horizon Beverage Co., Inc. 401(k) Retirement Plan reported participants fell from 145 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

Horizon Beverage Co., Inc. 401(k) Retirement Plan · $19M · 143 · 72nd

  • EOY $19M
  • 5500 143
  • ASSETS 72nd
  • PCT 401(k)
  • EIN near Matanuska Electric Association, Inc. 401(k) Plan
  • RANK ind #4293

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 →

Horizon Beverage Co., Inc. 401(k) Retirement Plan in the asset neighbourhood

Horizon Beverage Co., Inc. 401(k) Retirement PlanHorizon Beverage Co., Inc. 4…$19MMatanuska Electric Association, Inc. 401(k) PlanMatanuska Electric Associati…$19MSilverado Contractors, Inc. 401(k) PlanSilverado Contractors, Inc. …$19MSecurity Mutual Life Insurance Company of New York Career Agents' Profit Sharing PlanSecurity Mutual Life Insuran…$19MElford, Inc. 401(k) Plan$19M
End-of-year total assets ($M) among Horizon Beverage Co., Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN041123650
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Horizon Beverage Company, Inc.)

Sponsor-wide plan assets over time

All Horizon Beverage Company, Inc. 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.

Horizon Beverage Co., Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Horizon Beverage Co., Inc. 401(k) Retirement Plan, Total assets ($B): 0.018808479 · Participants: 143Horizon Beverage Co., Inc. 401(k) Retirement PlanFidelity 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
Horizon Beverage Co., Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Horizon Beverage Co., Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Horizon Beverage Co., Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Matanuska Electric Association, Inc. 401(k) Plan in AK ($19M); by covered participants it is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Horizon Beverage Co., Inc. 401(k) Retirement Plan assets move in 2023? ▼
Horizon Beverage Co., Inc. 401(k) Retirement Plan grew sharply - up 18.6% during 2023, from $16M to $19M. Reported net income was $3M.
How have Horizon Beverage Company, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Horizon Beverage Company, Inc.'s sponsor-wide assets grew 23.6%, from $66M to $81M.
Which 401(k) plans are similar in size to Horizon Beverage Co., Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Matanuska Electric Association, Inc. 401(k) Plan in AK ($19M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Horizon Beverage Co., Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants, $27M 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.