401(k) · DOL Form 5500 · 2024

Long Beverage, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
312
Participants Below avg headcount
50th
Percentile by assets National rank
$24,605
Avg per participant Low balance/head
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Official DOL plan name: Long Beverage, Inc. 401(k) Profit Sharing Plan · Sponsored by Long Beverage, Inc. · North Carolina · Wholesale Trade

$8M in assets, 312 participants

Long Beverage, Inc.'s Long Beverage, Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 312 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,434 in Wholesale Trade (6,080 peers)

Coverage in North Carolina

Long Beverage, Inc. 401(k) Profit Sharing Plan covers 312 participants in North Carolina, about 38% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.

#2,434
in Wholesale Trade (6,080 peers)
+8.6%
assets growth YoY

Long Beverage, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

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

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

$7,676,864 Top 50% higher than 50% 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

Long 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. Long Beverage, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (312 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Long Beverage, Inc. 401(k) Profit Sharing Plan reported net income fell from $870K in the plan year 2023 filing to $605K in the plan year 2024 filing.
  • Long Beverage, Inc. 401(k) Profit Sharing Plan reported participants fell from 423 in the plan year 2023 filing to 312 in the plan year 2024 filing.
  • Long Beverage, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 560568728 · Long Beverage, Inc. PY 2024 · 401(k)

Long Beverage, Inc. 401(k) Profit Sharing Plan · $8M · 312 · 50th

  • EOY $8M
  • 5500 312
  • ASSETS 50th
  • PCT 401(k)
  • EIN near Held, Kranzler, Mccosker & Pulice, LLP 401(k) Profit Sharing Plan
  • RANK ind #2434

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 North Carolina →

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

Long Beverage, Inc. 401(k) Profit Sharing PlanLong Beverage, Inc. 401(k) P…$8MHeld, Kranzler, Mccosker & Pulice, LLP 401(k) Profit Sharing PlanHeld, Kranzler, Mccosker & P…$8MTiodize Co., Inc. 401(k) Profit Sharing PlanTiodize Co., Inc. 401(k) Pro…$8MAkoya Retirement Savings Plan$8MTaylor Metal 401(k) Plan$8M
End-of-year total assets ($M) among Long Beverage, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$605K
Employer EIN560568728
Plan Effective Date1976-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Long Beverage, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$8M 23.784489594791705% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.2M $7.68M ▲ +23.9%
Year Plans Participants Total Assets
2022 1 416 $6M
2023 1 423 $7M
2024 1 312 $8M

Nearby 401(k) Plans in North Carolina

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

Long Beverage, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Long Beverage, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.007676864 · Participants: 312Long Beverage, Inc. 401(k) Profit Sharing 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
Long Beverage, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Long Beverage, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Held, Kranzler, Mccosker & Pulice, LLP 401(k) Profit Sharing Plan in NY ($8M); by covered participants it is Sirote & Permutt, P.C. Profit Sharing 401(k) Plan in AL (312 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (312 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 Long Beverage, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Long Beverage, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 8.6% during 2024, from $7M to $8M. Reported net income was $605K.
How have Long Beverage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Long Beverage, Inc.'s sponsor-wide assets grew 23.8%, from $6M to $8M.
Which 401(k) plans are similar in size to Long Beverage, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Held, Kranzler, Mccosker & Pulice, LLP 401(k) Profit Sharing Plan in NY ($8M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Long Beverage, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sirote & Permutt, P.C. Profit Sharing 401(k) Plan in AL (312 participants, $115M 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 560568728.

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.