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
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
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.
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 EIN | 260518421 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Proximo Spirits Inc.)
| 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.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
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.
- Hood Industries Retirement and Savings Plan (MS) $72M · 1,221
- Endries International Inc. 401(k) Plan (WI) $72M · 861
- Albaugh, LLC 401(k) Profit Sharing Plan (IA) $72M · 313
- Wp Engine Retirement Plan (TX) $72M · 784
Frequently Asked Questions
How did Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
How have Proximo Spirits Inc. plan assets changed over time? ▼
Where does Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Proximo Spirits Inc. 401(k) Profit Sharing Plan and Trust? ▼
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