401(k) · DOL Form 5500 · 2024

Capitol Beverage Sales, L.P. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
112
Participants Small participant base
68th
Percentile by assets National rank
$158,172
Avg per participant Above avg balance/head
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Official DOL plan name: Capitol Beverage Sales Incentive 401(k) Plan · Sponsored by Capitol Beverage Sales, L.P. · Minnesota · Wholesale Trade

$18M in assets, 112 participants

Capitol Beverage Sales, L.P.'s Capitol Beverage Sales Incentive 401(k) Plan reported $18M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,805 in Wholesale Trade (6,080 peers)

Coverage in Minnesota

Capitol Beverage Sales Incentive 401(k) Plan covers 112 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $18M.

#3,805
in Wholesale Trade (6,080 peers)
+8.5%
assets growth YoY

Capitol Beverage Sales Incentive 401(k) Plan's outsized position by total assets

Capitol Beverage Sales Incentive 401(k) Plan vs every filed plan by assets

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

$17,715,306 Top 32% higher than 68% 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

Capitol Beverage Sales Incentive 401(k) 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. Capitol Beverage Sales Incentive 401(k) Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capitol Beverage Sales Incentive 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Capitol Beverage Sales Incentive 401(k) Plan reported participants fell from 159 in the plan year 2023 filing to 112 in the plan year 2024 filing.
  • Capitol Beverage Sales Incentive 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 411788827 · Capitol Beverage Sales, L.P. PY 2024 · 401(k)

Capitol Beverage Sales Incentive 401(k) Plan · $18M · 112 · 68th

  • TYPE $18M
  • TYPE 112
  • TYPE 68th
  • TYPE 401(k)
  • TYPE near Townsend Holdings LLC 401(k) Plan
  • TYPE ind #3805

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 Minnesota →

Capitol Beverage Sales Incentive 401(k) Plan in the asset neighbourhood

Capitol Beverage Sales Incentive 401(k) PlanCapitol Beverage Sales Incen…$18MTownsend Holdings LLC 401(k) PlanTownsend Holdings LLC 401(k)…$18MGraham Partners 401(k) Retirement Savings PlanGraham Partners 401(k) Retir…$18MAtto Technology, Inc. 401(k) PlanAtto Technology, Inc. 401(k)…$18MStratus Solutions Retirement PlanStratus Solutions Retirement…$18M
End-of-year total assets ($M) among Capitol Beverage Sales Incentive 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN411788827
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capitol Beverage Sales, L.P.)

Sponsor-wide plan assets over time

All Capitol Beverage Sales, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 8.548052869065737% vs 2023
2024 filing year
$16M$16.5M$17M$17.5M$18M 20232024 $16.3M $17.7M ▲ +8.6%
Year Plans Participants Total Assets
2023 1 159 $16M
2024 1 112 $18M

Nearby 401(k) Plans in Minnesota

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

Capitol Beverage Sales Incentive 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Capitol Beverage Sales Incentive 401(k) Plan, Total assets ($B): 0.017715306 · Participants: 112Capitol Beverage Sales Incentive 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Capitol Beverage Sales Incentive 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Capitol Beverage Sales Incentive 401(k) Plan side-by-side with 3 peers →

Capitol Beverage Sales Incentive 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Townsend Holdings LLC 401(k) Plan in OH ($18M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Capitol Beverage Sales Incentive 401(k) Plan assets move in 2024? ▼
Capitol Beverage Sales Incentive 401(k) Plan grew at a solid clip - up 8.5% during 2024, from $16M to $18M. Reported net income was $1M.
How have Capitol Beverage Sales, L.P. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Capitol Beverage Sales, L.P.'s sponsor-wide assets grew 8.5%, from $16M to $18M.
Which 401(k) plans are similar in size to Capitol Beverage Sales Incentive 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Townsend Holdings LLC 401(k) Plan in OH ($18M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Capitol Beverage Sales Incentive 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 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 411788827.

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.