401(k) · DOL Form 5500 · 2024

The Beverage Market, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
106
Participants Small participant base
48th
Percentile by assets National rank
$63,639
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Beverage Market, LLC 401(k) Retirement Savings Plan · Sponsored by The Beverage Market, LLC · Kentucky · Professional & Technical Services

$7M in assets, 106 participants

The Beverage Market, LLC's The Beverage Market, LLC 401(k) Retirement Savings Plan reported $7M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,219 in Professional & Technical Services (20,173 peers)

Coverage in Kentucky

The Beverage Market, LLC 401(k) Retirement Savings Plan covers 106 participants in Kentucky, about 16% of the average Kentucky filer (state average ~647 per filing). Assets: $7M.

#9,219
in Professional & Technical Services (20,173 peers)
+31.9%
assets growth YoY

The Beverage Market, LLC 401(k) Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Beverage Market, LLC 401(k) Retirement Savings Plan vs every filed plan by assets

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

$6,745,704 48th percentile higher than 48% 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

The Beverage Market, LLC 401(k) Retirement Savings 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. The Beverage Market, LLC 401(k) Retirement Savings Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Beverage Market, LLC 401(k) Retirement Savings Plan reported net income rose from $763K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Beverage Market, LLC 401(k) Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • The Beverage Market, LLC 401(k) Retirement Savings Plan reported participants rose from 97 in the plan year 2023 filing to 106 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 863451424 · The Beverage Market, LLC PY 2024 · 401(k)

The Beverage Market, LLC 401(k) Retirement Savings Plan · $7M · 106 · 48th

  • EBSA $7M
  • EBSA 106
  • EBSA 48th
  • EBSA 401(k)
  • EBSA near Owl Labs, Inc. 401(k) Plan
  • EBSA ind #9219

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 Professional & Technical Services retirement plans → · Plans in Kentucky →

The Beverage Market, LLC 401(k) Retirement Savings Plan in the asset neighbourhood

The Beverage Market, LLC 401(k) Retirement Savings PlanThe Beverage Market, LLC 401…$7MOwl Labs, Inc. 401(k) Plan$7MJ.W. Jung Seed Company 401(k) Profit Sharing PlanJ.W. Jung Seed Company 401(k…$7MKyo Autism Therapy LLC 401(k) Profit Sharing Plan and TrustKyo Autism Therapy LLC 401(k…$7MSummerville, Inc. 401(k) Plan$7M
End-of-year total assets ($M) among The Beverage Market, LLC 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN863451424
Plan Effective Date2011-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Beverage Market, LLC)

Sponsor-wide plan assets over time

All The Beverage Market, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 55.09711583959137% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.35M $6.75M ▲ +55.2%
Year Plans Participants Total Assets
2022 1 118 $4M
2023 1 97 $5M
2024 1 106 $7M

Nearby 401(k) Plans in Kentucky

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

The Beverage Market, LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants The Beverage Market, LLC 401(k) Retirement Savings Plan, Total assets ($B): 0.006745704 · Participants: 106The Beverage Market, LLC 401(k) Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
The Beverage Market, LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare The Beverage Market, LLC 401(k) Retirement Savings Plan side-by-side with 3 peers →

The Beverage Market, LLC 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Owl Labs, Inc. 401(k) Plan in MA ($7M); by covered participants it is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 The Beverage Market, LLC 401(k) Retirement Savings Plan assets move in 2024? ▼
The Beverage Market, LLC 401(k) Retirement Savings Plan surged - up 31.9% during 2024, from $5M to $7M. Reported net income was $2M.
How have The Beverage Market, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Beverage Market, LLC's sponsor-wide assets grew 55.1%, from $4M to $7M.
Which 401(k) plans are similar in size to The Beverage Market, LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Owl Labs, Inc. 401(k) Plan in MA ($7M, 111 participants).
Which 401(k) plans cover a similar participant headcount to The Beverage Market, LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 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 863451424.

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.