401(k) · DOL Form 5500 · 2024

Proximo Spirits Inc. 401(k) Plan

Data updated 2026-08-11

$72M
Total assets
436
Participants
88th
Percentile by assets
$165,106
Avg per participant
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Official DOL plan name: Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Proximo Spirits Inc. · New Jersey · Wholesale Trade

$72M in assets, 436 participants

Proximo Spirits Inc.'s Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust reported $72M in total assets and 436 participants in its 2024 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.

  • 88th percentile by assets (of 123,622 plans)
  • #5,434 in Wholesale Trade (6,080 peers)

Where Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust sits by assets

Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $72M for 436 participants (~$165,106/participant), up 14.2% in 2024.

$72M
total plan assets (2024 EOY)
436
covered participants
88th
percentile by assets (of 123,622 plans)
$165,106
avg assets per participant

Where Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust sits by total assets

Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$71,986,334 Top 12% higher than 88% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust reported net income fell from $13M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $63M in the plan year 2023 filing to $72M in the plan year 2024 filing.
  • Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 388 in the plan year 2023 filing to 436 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust vs the 2024 asset distribution

By assets, Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust outranks 88% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$72M
Net Income$9M
Employer EIN260518421
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Proximo Spirits Inc.)

$40M$50M$60M$70M$80M 202220232024 $50.2M $72M ▲ +43.3%
Total plan assets by year, all Proximo Spirits Inc. plans on file
Year Plans Participants Total Assets
2022 1 367 $50M
2023 1 388 $63M
2024 1 436 $72M

Nearby 401(k) Plans in New Jersey

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

Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Proximo Spirits Inc.…, Total assets ($B): 0.071986334 · Participants: 436Proximo Spirits Inc.…JPMorgan Chase 401(k…, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k…Verizon Savings Plan…, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan…Johnson and Johnson …, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson …Ernst & Young Retire…, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retire…Merck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024?
Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 14.2% during 2024, from $63M to $72M. Reported net income was $9M.
How have Proximo Spirits Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Proximo Spirits Inc.'s sponsor-wide assets grew 43.3%, from $50M to $72M.
Where does Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers?
Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Hood Industries Retirement and Savings Plan in MS ($72M, 1,221 participants).

Next read for Proximo Spirits Inc. 401(k) Profit Shari…

Scale reading

Ways to act on Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust's numbers.

  • By total assets, Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
  • Proximo Spirits Inc.'s sponsor-wide assets have grown 43.3% since 2022 across 3 plan years on file. More Wholesale Trade plans