401(k) · DOL Form 5500 · 2024

Refreshment Services, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
458
Participants Below avg headcount
73rd
Percentile by assets National rank
$51,144
Avg per participant Low balance/head
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Official DOL plan name: Refreshment Services, Inc. 401(k) Plan · Sponsored by Refreshment Services, Inc. · Illinois · Wholesale Trade

$23M in assets, 458 participants

Refreshment Services, Inc.'s Refreshment Services, Inc. 401(k) Plan reported $23M in total assets and 458 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,273 in Wholesale Trade (6,080 peers)

Refreshment Services, Inc. multi-year trail

Refreshment Services, Inc.'s plans moved +11.3% in assets from 2022 to 2024; this filing shows Refreshment Services, Inc. 401(k) Plan at $23M / 458 participants.

#4,273
in Wholesale Trade (6,080 peers)
+2.2%
assets growth YoY

Refreshment Services, Inc. 401(k) Plan's outsized position by total assets

Refreshment Services, Inc. 401(k) Plan vs every filed plan by assets

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

$23,424,034 Top 27% higher than 73% 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

Refreshment Services, Inc. 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. Refreshment Services, Inc. 401(k) Plan sits mid-pack in the medium band (458 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Refreshment Services, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $502K in the plan year 2024 filing.
  • Refreshment Services, Inc. 401(k) Plan reported participants rose from 433 in the plan year 2023 filing to 458 in the plan year 2024 filing.
  • Refreshment Services, Inc. 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 371041383 · Refreshment Services, Inc. PY 2024 · 401(k)

Refreshment Services, Inc. 401(k) Plan · $23M · 458 · 73rd

  • RANK $23M
  • PHOTO 458
  • IND 73rd
  • EOY 401(k)
  • 5500 near Iapp 401(k) Plan
  • ASSETS ind #4273

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 Illinois →

Refreshment Services, Inc. 401(k) Plan in the asset neighbourhood

Stant Corporation 401(k) Plan$23MRefreshment Services, Inc. 401(k) PlanRefreshment Services, Inc. 4…$23MIapp 401(k) Plan$23MNational Board of Medical Examiners 401(k) PlanNational Board of Medical Ex…$23MProcess Technology Incentive Retirement PlanProcess Technology Incentive…$23M
End-of-year total assets ($M) among Refreshment Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Refreshment Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Refreshment Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 11.25536565079165% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $21.1M $23.4M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 441 $21M
2023 1 433 $23M
2024 1 458 $23M

Refreshment Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$23M
Net Income$502K
Employer EIN371041383
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Refreshment Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Refreshment Services, Inc. 401(k) Plan, Total assets ($B): 0.023424034 · Participants: 458Refreshment Services, Inc. 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Refreshment Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Refreshment Services, Inc. 401(k) Plan side-by-side with 3 peers →

Refreshment Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Iapp 401(k) Plan in NH ($23M); by covered participants it is Microdental, Inc. 401(k) Profit Sharing Plan in MI (458 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (458 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 Refreshment Services, Inc. 401(k) Plan assets move in 2024? ▼
Refreshment Services, Inc. 401(k) Plan edged up modestly - up 2.2% during 2024, from $23M to $23M. Reported net income was $502K.
How have Refreshment Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Refreshment Services, Inc.'s sponsor-wide assets grew 11.3%, from $21M to $23M.
Which 401(k) plans are similar in size to Refreshment Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iapp 401(k) Plan in NH ($23M, 242 participants).
Which 401(k) plans cover a similar participant headcount to Refreshment Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Microdental, Inc. 401(k) Profit Sharing Plan in MI (458 participants, $30M 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 371041383.

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.