401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$73M
Total assets
392
Participants
88th
Percentile by assets
$185,899
Avg per participant
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Official DOL plan name: Allied Beverage Group, L.L.C. 401 (K) Plan · Sponsored by Allied Beverage Group, L.L.C. · New Jersey · Wholesale Trade

$73M in assets, 392 participants

Allied Beverage Group, L.L.C.'s Allied Beverage Group, L.L.C. 401 (K) Plan reported $73M in total assets and 392 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 123,622 plans)
  • #5,442 in Wholesale Trade (6,080 peers)

Coverage in New Jersey

Allied Beverage Group, L.L.C. 401 (K) Plan covers 392 participants in New Jersey, about 46% of the average New Jersey filer (state average ~844 per filing). Assets: $73M.

$73M
total plan assets (2024 EOY)
392
covered participants
88th
percentile by assets (of 123,622 plans)
$185,899
avg assets per participant

Where Allied Beverage Group, L.L.C. 401 (K) Plan sits by total assets

Allied Beverage Group, L.L.C. 401 (K) Plan vs every filed plan by assets

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

$72,872,425 Top 12% higher than 88% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allied Beverage Group, L.L.C. 401 (K) Plan reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Allied Beverage Group, L.L.C. 401 (K) Plan end-of-year assets rose from $67M in the plan year 2023 filing to $73M in the plan year 2024 filing.
  • Allied Beverage Group, L.L.C. 401 (K) Plan reported participants fell from 402 in the plan year 2023 filing to 392 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
New Jersey
Industry
Wholesale Trade

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Allied Beverage Group, L.L.C. 401 (K) Plan reports 392 participants - about 46% of that state average ($73M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$73M
Net Income$6M
Employer EIN223408559
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

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

$130M$140M$150M$160M$170M 202220232024 $136M $164M ▲ +20.1%
Total plan assets by year, all Allied Beverage Group, L.L.C. plans on file
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, L.L.C. 401 (K) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Allied Beverage Group, L.L.C. 401 (K) 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 Grou…JPMorgan Chase 401(k…Verizon Savings Plan…Johnson and Johnson …Ernst & Young Retire…Merck US Savings Plan
Allied Beverage Group, L.L.C. 401 (K) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Allied Beverage Group, L.L.C. 401 (K) Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Allied Beverage Group, L.L.C. 401 (K) Plan by total assets, not by location.

Frequently Asked Questions

How did Allied Beverage Group, L.L.C. 401 (K) Plan assets move in 2024? ▼
Allied Beverage Group, L.L.C. 401 (K) Plan grew at a solid clip - up 9.3% during 2024, from $67M to $73M. Reported net income was $6M.
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, L.L.C. 401 (K) Plan rank by assets among Form 5500 filers? ▼
Allied Beverage Group, L.L.C. 401 (K) Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Allied Beverage Group, L.L.C. 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Unison 401(k) Plan in VA ($73M, 404 participants).

Next read for Allied Beverage Group, L.L.C. 401 (K) Pl…

Filing takeaways

Ways to act on Allied Beverage Group, L.L.C. 401 (K) Plan's numbers.

  • By total assets, Allied Beverage Group, L.L.C. 401 (K) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
  • Allied Beverage Group, L.L.C.'s sponsor-wide assets have grown 20.1% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.