401(k) · DOL Form 5500 · 2024

Indiana Beverage, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
269
Participants Below avg headcount
82nd
Percentile by assets National rank
$155,611
Avg per participant Above avg balance/head
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Official DOL plan name: Indiana Beverage, Inc. 401(k) Profit Sharing Plan · Sponsored by Indiana Beverage, Inc. · Indiana · Wholesale Trade

$42M in assets, 269 participants

Indiana Beverage, Inc.'s Indiana Beverage, Inc. 401(k) Profit Sharing Plan reported $42M in total assets and 269 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #5,004 in Wholesale Trade (6,080 peers)

Coverage in Indiana

Indiana Beverage, Inc. 401(k) Profit Sharing Plan covers 269 participants in Indiana, about 50% of the average Indiana filer (state average ~541 per filing). Assets: $42M.

#5,004
in Wholesale Trade (6,080 peers)
+11.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Indiana Beverage, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Indiana Beverage, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$41,859,493 Top 18% higher than 82% 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

Indiana Beverage, Inc. 401(k) Profit Sharing 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. Indiana Beverage, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (269 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Indiana Beverage, Inc. 401(k) Profit Sharing Plan reported participants rose from 217 in the plan year 2023 filing to 269 in the plan year 2024 filing.
  • Indiana Beverage, Inc. 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Indiana Beverage, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $38M in the plan year 2023 filing to $42M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 351074994 · Indiana Beverage, Inc. PY 2024 · 401(k)

Indiana Beverage, Inc. 401(k) Profit Sharing Plan · $42M · 269 · 82nd

  • BOOK $42M
  • VS-ST 269
  • BOY 82nd
  • SCH 401(k)
  • EBSA near Corcentric, Inc. 401(k) Plan
  • PART ind #5004

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 Indiana →

Indiana Beverage, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Bonterra Organic Estates 401(k) PlanBonterra Organic Estates 401…$42MIndiana Beverage, Inc. 401(k) Profit Sharing PlanIndiana Beverage, Inc. 401(k…$42MCorcentric, Inc. 401(k) Plan$42MTimpte 401(k) Retirement Savings and Profit Sharing Plan and TrustTimpte 401(k) Retirement Sav…$42MCampus USA Credit Union 401(k) PlanCampus USA Credit Union 401(…$42M
End-of-year total assets ($M) among Indiana Beverage, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$42M
Net Income$4M
Employer EIN351074994
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Indiana Beverage, Inc.)

Sponsor-wide plan assets over time

All Indiana Beverage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 28.05905460068586% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32.7M $41.9M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 208 $33M
2023 1 217 $38M
2024 1 269 $42M

Nearby 401(k) Plans in Indiana

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

Indiana Beverage, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Indiana Beverage, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.041859493 · Participants: 269Indiana Beverage, Inc. 401(k) Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Indiana Beverage, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Indiana Beverage, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Indiana Beverage, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Corcentric, Inc. 401(k) Plan in NJ ($42M); by covered participants it is Mcmichael Mills, Inc. 401(k) Savings Plan in NC (269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (269 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 Indiana Beverage, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Indiana Beverage, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 11.5% during 2024, from $38M to $42M. Reported net income was $4M.
How have Indiana Beverage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Indiana Beverage, Inc.'s sponsor-wide assets grew 28.1%, from $33M to $42M.
Where does Indiana Beverage, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Indiana Beverage, Inc. 401(k) Profit Sharing Plan ranks in the 82nd 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 Indiana Beverage, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Corcentric, Inc. 401(k) Plan in NJ ($42M, 509 participants).
Which 401(k) plans cover a similar participant headcount to Indiana Beverage, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcmichael Mills, Inc. 401(k) Savings Plan in NC (269 participants, $8M 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 351074994.

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.