401(k) · DOL Form 5500 · 2024

Bellavance Beverage Co., LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
145
Participants Small participant base
72nd
Percentile by assets National rank
$152,230
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bellavance Beverage Co., LLC Profit Sharing Plan · Sponsored by Bellavance Beverage Co., LLC · New Hampshire · Wholesale Trade

$22M in assets, 145 participants

Bellavance Beverage Co., LLC's Bellavance Beverage Co., LLC Profit Sharing Plan reported $22M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,181 in Wholesale Trade (6,080 peers)

Coverage in New Hampshire

Bellavance Beverage Co., LLC Profit Sharing Plan covers 145 participants in New Hampshire, about 48% of the average New Hampshire filer (state average ~301 per filing). Assets: $22M.

#4,181
in Wholesale Trade (6,080 peers)
+12.1%
assets growth YoY

Bellavance Beverage Co., LLC Profit Sharing Plan's outsized position by total assets

Bellavance Beverage Co., LLC Profit Sharing Plan vs every filed plan by assets

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

$22,073,376 Top 28% higher than 72% 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

Bellavance Beverage Co., LLC 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. Bellavance Beverage Co., LLC Profit Sharing Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bellavance Beverage Co., LLC Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Bellavance Beverage Co., LLC Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Bellavance Beverage Co., LLC Profit Sharing Plan reported participants rose from 136 in the plan year 2023 filing to 145 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 020108350 · Bellavance Beverage Co., LLC PY 2024 · 401(k)

Bellavance Beverage Co., LLC Profit Sharing Plan · $22M · 145 · 72nd

  • PHOTO $22M
  • PHOTO 145
  • PHOTO 72nd
  • PHOTO 401(k)
  • PHOTO near Forward Service Corporation 401(k) Plan
  • PHOTO ind #4181

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 New Hampshire →

Bellavance Beverage Co., LLC Profit Sharing Plan in the asset neighbourhood

Bellavance Beverage Co., LLC Profit Sharing PlanBellavance Beverage Co., LLC…$22MForward Service Corporation 401(k) PlanForward Service Corporation …$22MAbcom Technology Group, Inc. 401(k) PlanAbcom Technology Group, Inc.…$22MHerman Kay Company, Incorporated Employee 401(k) Savings PlanHerman Kay Company, Incorpor…$22MS. T. a. R. 401(k) Plan$22M
End-of-year total assets ($M) among Bellavance Beverage Co., LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Hampshire filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN020108350
Plan Effective Date1975-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bellavance Beverage Co., LLC)

Sponsor-wide plan assets over time

All Bellavance Beverage Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 19.336729828148954% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.5M $22.1M ▲ +19.3%
Year Plans Participants Total Assets
2022 1 126 $18M
2023 1 136 $20M
2024 1 145 $22M

Nearby 401(k) Plans in New Hampshire

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

Bellavance Beverage Co., LLC Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Bellavance Beverage Co., LLC Profit Sharing Plan, Total assets ($M): 22.073376 · Participants: 145Bellavance Beverage Co., LLC Profit Sharing PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 670.52032 · Participants: 11041C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 486.920985 · Participants: 961Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 481.365142 · Participants: 1909Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 438.844096 · Participants: 2733Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 400.152906 · Participants: 2821Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Bellavance Beverage Co., LLC Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Bellavance Beverage Co., LLC Profit Sharing Plan side-by-side with 3 peers →

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

Outside New Hampshire, the nearest 401(k) by assets is Forward Service Corporation 401(k) Plan in WI ($22M); by covered participants it is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Bellavance Beverage Co., LLC Profit Sharing Plan assets move in 2024? ▼
Bellavance Beverage Co., LLC Profit Sharing Plan grew at a solid clip - up 12.1% during 2024, from $20M to $22M. Reported net income was $2M.
How have Bellavance Beverage Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellavance Beverage Co., LLC's sponsor-wide assets grew 19.3%, from $18M to $22M.
Which 401(k) plans are similar in size to Bellavance Beverage Co., LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Forward Service Corporation 401(k) Plan in WI ($22M, 305 participants).
Which 401(k) plans cover a similar participant headcount to Bellavance Beverage Co., LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lashbrook Jewelry Designs 401(k) Plan in UT (145 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 020108350.

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.