401(k) · DOL Form 5500 · 2024

Carolina Beverage Group, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
507
Participants Below avg headcount
52nd
Percentile by assets National rank
$16,423
Avg per participant Low balance/head
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Official DOL plan name: Carolina Beverage Group LLC 401(k) Retirement Plan · Sponsored by Carolina Beverage Group, LLC · North Carolina · Manufacturing

$8M in assets, 507 participants

Carolina Beverage Group, LLC's Carolina Beverage Group LLC 401(k) Retirement Plan reported $8M in total assets and 507 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #6,499 in Manufacturing (17,777 peers)

Carolina Beverage Group, LLC multi-year trail

Carolina Beverage Group, LLC's plans moved +52.0% in assets from 2022 to 2024; this filing shows Carolina Beverage Group LLC 401(k) Retirement Plan at $8M / 507 participants.

#6,499
in Manufacturing (17,777 peers)
+20.6%
assets growth YoY

Carolina Beverage Group LLC 401(k) Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Carolina Beverage Group LLC 401(k) Retirement Plan vs every filed plan by assets

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

$8,326,688 Top 48% higher than 52% 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

Carolina Beverage Group LLC 401(k) Retirement 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. Carolina Beverage Group LLC 401(k) Retirement Plan sits mid-pack in the medium band (507 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carolina Beverage Group LLC 401(k) Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Carolina Beverage Group LLC 401(k) Retirement Plan reported participants rose from 479 in the plan year 2023 filing to 507 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 611669373 · Carolina Beverage Group, LLC PY 2024 · 401(k)

Carolina Beverage Group LLC 401(k) Retirement Plan · $8M · 507 · 52nd

  • ASSETS $8M
  • PCT 507
  • EIN 52nd
  • RANK 401(k)
  • PHOTO near Pflueger, Inc. Savings & Retirement Plan
  • IND ind #6499

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 Manufacturing retirement plans → · Plans in North Carolina →

Carolina Beverage Group LLC 401(k) Retirement Plan in the asset neighbourhood

Carolina Beverage Group LLC 401(k) Retirement PlanCarolina Beverage Group LLC …$8MPflueger, Inc. Savings & Retirement PlanPflueger, Inc. Savings & Ret…$8MHumanit Solutions, LLC 401(k) Profit Sharing Plan and TrustHumanit Solutions, LLC 401(k…$8MTextio 401(k) Plan$8MBob Allen Ford, Inc. 401(k) PlanBob Allen Ford, Inc. 401(k) …$8M
End-of-year total assets ($M) among Carolina Beverage Group LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Carolina Beverage Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Carolina Beverage Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 52.00505595025249% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.48M $8.33M ▲ +52.0%
Year Plans Participants Total Assets
2022 1 399 $5M
2023 1 479 $7M
2024 1 507 $8M

Carolina Beverage Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN611669373
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Carolina Beverage Group LLC 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Carolina Beverage Group LLC 401(k) Retirement Plan, Total assets ($B): 0.008326688 · Participants: 507Carolina Beverage Group LLC 401(k) Retirement 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
Carolina Beverage Group LLC 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Carolina Beverage Group LLC 401(k) Retirement Plan side-by-side with 3 peers →

Carolina Beverage Group LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Pflueger, Inc. Savings & Retirement Plan in HI ($8M); by covered participants it is Eldeco, Inc. 401(k) Profit Sharing Plan & Trust in SC (507 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (507 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 Carolina Beverage Group LLC 401(k) Retirement Plan assets move in 2024? ▼
Carolina Beverage Group LLC 401(k) Retirement Plan grew sharply - up 20.6% during 2024, from $7M to $8M. Reported net income was $1M.
How have Carolina Beverage Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carolina Beverage Group, LLC's sponsor-wide assets grew 52.0%, from $5M to $8M.
Which 401(k) plans are similar in size to Carolina Beverage Group LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pflueger, Inc. Savings & Retirement Plan in HI ($8M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Beverage Group LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eldeco, Inc. 401(k) Profit Sharing Plan & Trust in SC (507 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 611669373.

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.