401(k) · DOL Form 5500 · 2024

Independent Beverage Company, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
153
Participants Small participant base
58th
Percentile by assets National rank
$71,378
Avg per participant Below avg balance/head
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Official DOL plan name: Independent Beverage Company, LLC 401(k) Plan · Sponsored by Independent Beverage Company, LLC · North Carolina · Manufacturing

$11M in assets, 153 participants

Independent Beverage Company, LLC's Independent Beverage Company, LLC 401(k) Plan reported $11M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #7,812 in Manufacturing (17,777 peers)

Coverage in North Carolina

Independent Beverage Company, LLC 401(k) Plan covers 153 participants in North Carolina, about 19% of the average North Carolina filer (state average ~819 per filing). Assets: $11M.

#7,812
in Manufacturing (17,777 peers)
+20.6%
assets growth YoY

Independent Beverage Company, LLC 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Independent Beverage Company, LLC 401(k) Plan vs every filed plan by assets

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

$10,920,861 Top 42% higher than 58% 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

Independent Beverage Company, LLC 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. Independent Beverage Company, LLC 401(k) Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Independent Beverage Company, LLC 401(k) Plan reported net income rose from $995K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Independent Beverage Company, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Independent Beverage Company, LLC 401(k) Plan reported participants rose from 151 in the plan year 2023 filing to 153 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 570930956 · Independent Beverage Company, LLC PY 2024 · 401(k)

Independent Beverage Company, LLC 401(k) Plan · $11M · 153 · 58th

  • VS-ST $11M
  • VS-ST 153
  • VS-ST 58th
  • VS-ST 401(k)
  • VS-ST near Prysm Systems, Inc. 401(k) Plan
  • VS-ST ind #7812

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 Manufacturing retirement plans → · Plans in North Carolina →

Independent Beverage Company, LLC 401(k) Plan in the asset neighbourhood

Independent Beverage Company, LLC 401(k) PlanIndependent Beverage Company…$11MPrysm Systems, Inc. 401(k) PlanPrysm Systems, Inc. 401(k) P…$11MSalem Glass 401(k) Plan$11MKobelco Construction Machinery USA, Inc. 401(k) PlanKobelco Construction Machine…$11MSurack Enterprises Corp 401(k) PlanSurack Enterprises Corp 401(…$11M
End-of-year total assets ($M) among Independent Beverage Company, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN570930956
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independent Beverage Company, LLC)

Sponsor-wide plan assets over time

All Independent Beverage Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 35.426319319757134% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.06M $10.9M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 159 $8M
2023 1 151 $9M
2024 1 153 $11M

Nearby 401(k) Plans in North Carolina

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

Independent Beverage Company, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Independent Beverage Company, LLC 401(k) Plan, Total assets ($B): 0.010920861 · Participants: 153Independent Beverage Company, LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Independent Beverage Company, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Independent Beverage Company, LLC 401(k) Plan side-by-side with 3 peers →

Independent Beverage Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Prysm Systems, Inc. 401(k) Plan in CA ($11M); by covered participants it is American Guardian Warranty 401(k) Plan in IL (153 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Independent Beverage Company, LLC 401(k) Plan assets move in 2024? ▼
Independent Beverage Company, LLC 401(k) Plan grew sharply - up 20.6% during 2024, from $9M to $11M. Reported net income was $2M.
How have Independent Beverage Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independent Beverage Company, LLC's sponsor-wide assets grew 35.4%, from $8M to $11M.
Which 401(k) plans are similar in size to Independent Beverage Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prysm Systems, Inc. 401(k) Plan in CA ($11M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Independent Beverage Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Guardian Warranty 401(k) Plan in IL (153 participants, N/A 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 570930956.

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.