401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$73M
Total assets Below avg plan size
392
Participants Below avg headcount
88th
Percentile by assets National rank
$185,899
Avg per participant Above avg balance/head
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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.

  • #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.

#5,442
in Wholesale Trade (6,080 peers)
+9.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Allied Beverage Group, L.L.C. 401 (K) Plan's outsized position 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 $2,050,000,000 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, L.L.C. 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. Allied Beverage Group, L.L.C. 401 (K) Plan sits mid-pack in the medium band (392 participants).

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 →

EBSA filing schedule strip

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

Allied Beverage Group, L.L.C. 401 (K) Plan · $73M · 392 · 88th

  • 5500 $73M
  • 5500 392
  • 5500 88th
  • 5500 401(k)
  • 5500 near Unison 401(k) Plan
  • 5500 ind #5442

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, L.L.C. 401 (K) Plan in the asset neighbourhood

Millennium Space Systems, Inc. 401(k) PlanMillennium Space Systems, In…$73MAllied Beverage Group, L.L.C. 401 (K) PlanAllied Beverage Group, L.L.C…$73MUnison 401(k) Plan$73MStark Tech 401(k) Profit Sharing PlanStark Tech 401(k) Profit Sha…$73MBetanxt, Inc. 401(k) Plan$73M
End-of-year total assets ($M) among Allied Beverage Group, L.L.C. 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

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, 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 ($B) Participants Allied Beverage Group, L.L.C. 401 (K) Plan, Total assets ($B): 0.072872425 · Participants: 392Allied Beverage Group, L.L.C. 401 (K) 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, 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) Plan side-by-side with 3 peers →

Allied Beverage Group, L.L.C. 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Unison 401(k) Plan in VA ($73M); by covered participants it is Blue Ribbon Restaurants Novi, LLC 401(k) Profit Sharing Plan and Trust in MI (392 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($73M here).

Similar participant headcount

Nearest other-state filings by covered participants (392 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, 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).
Which 401(k) plans cover a similar participant headcount to Allied Beverage Group, L.L.C. 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Ribbon Restaurants Novi, LLC 401(k) Profit Sharing Plan and Trust in MI (392 participants, $4M 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.