401(k) · DOL Form 5500 · 2024

Allied Beverage Group, L.L.C. 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
306
Participants Below avg headcount
90th
Percentile by assets National rank
$296,832
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Allied Beverage Group Local 2-D Union Retirement Plan · Sponsored by Allied Beverage Group, L.L.C. · New Jersey · Wholesale Trade

$91M in assets, 306 participants

Allied Beverage Group, L.L.C.'s Allied Beverage Group Local 2-D Union Retirement Plan reported $91M in total assets and 306 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #5,561 in Wholesale Trade (6,080 peers)

Coverage in New Jersey

Allied Beverage Group Local 2-D Union Retirement Plan covers 306 participants in New Jersey, about 36% of the average New Jersey filer (state average ~844 per filing). Assets: $91M.

#5,561
in Wholesale Trade (6,080 peers)
+0.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Allied Beverage Group Local 2-D Union Retirement Plan's outsized position by total assets

Allied Beverage Group Local 2-D Union Retirement Plan vs every filed plan by assets

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

$90,830,469 Top 10% higher than 90% 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

Allied Beverage Group Local 2-D Union 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. Allied Beverage Group Local 2-D Union Retirement Plan sits mid-pack in the medium band (306 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allied Beverage Group Local 2-D Union Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $228K in the plan year 2024 filing.
  • Allied Beverage Group Local 2-D Union Retirement Plan reported participants fell from 310 in the plan year 2023 filing to 306 in the plan year 2024 filing.
  • Allied Beverage Group Local 2-D Union Retirement Plan end-of-year assets rose from $91M in the plan year 2023 filing to $91M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 223408559 · Allied Beverage Group, L.L.C. PY 2024 · 401(k)

Allied Beverage Group Local 2-D Union Retirement Plan · $91M · 306 · 90th

  • 5500 $91M
  • 5500 306
  • 5500 90th
  • 5500 401(k)
  • 5500 near Hometrust Bank Ksop Plan
  • 5500 ind #5561

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 Jersey →

Allied Beverage Group Local 2-D Union Retirement Plan in the asset neighbourhood

Alm Global, LLC 401(k) Plan$91MHometrust Bank Ksop Plan$91MAllied Beverage Group Local 2-D Union Retirement PlanAllied Beverage Group Local …$91MSharecare, Inc. 401(k) Plan$91MThe Logical Retirement SolutionThe Logical Retirement Solut…$91M
End-of-year total assets ($M) among Allied Beverage Group Local 2-D Union Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$91M
Net Income$228K
Employer EIN223408559
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied Beverage Group, L.L.C.)

Sponsor-wide plan assets over time

All Allied Beverage Group, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$164M 20.135398787103046% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $136M $164M ▲ +20.1%
Year Plans Participants Total Assets
2022 2 697 $136M
2023 2 712 $157M
2024 2 698 $164M

Nearby 401(k) Plans in New Jersey

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

Allied Beverage Group Local 2-D Union Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Allied Beverage Group Local 2-D Union Retirement Plan, Total assets ($B): 0.090830469 · Participants: 306Allied Beverage Group Local 2-D Union Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Allied Beverage Group Local 2-D Union Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Allied Beverage Group Local 2-D Union Retirement Plan side-by-side with 3 peers →

Allied Beverage Group Local 2-D Union Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Hometrust Bank Ksop Plan in NC ($91M); by covered participants it is Holland Enterprises, Inc 401(k) Retirement Plan in ND (306 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

Similar participant headcount

Nearest other-state filings by covered participants (306 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 Allied Beverage Group Local 2-D Union Retirement Plan assets move in 2024? ▼
Allied Beverage Group Local 2-D Union Retirement Plan held essentially flat - up 0.3% during 2024, from $91M to $91M. Reported net income was $228K.
How have Allied Beverage Group, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allied Beverage Group, L.L.C.'s sponsor-wide assets grew 20.1%, from $136M to $164M.
Where does Allied Beverage Group Local 2-D Union Retirement Plan rank by assets among Form 5500 filers? ▼
Allied Beverage Group Local 2-D Union Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Allied Beverage Group Local 2-D Union Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hometrust Bank Ksop Plan in NC ($91M, 560 participants).
Which 401(k) plans cover a similar participant headcount to Allied Beverage Group Local 2-D Union Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holland Enterprises, Inc 401(k) Retirement Plan in ND (306 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 223408559.

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.