401(k) · DOL Form 5500 · 2024

National Beverage Corp. 401(k) Plan

Data updated 2026-08-11

$89M
Total assets
1,592
Participants
90th
Percentile by assets
$56,024
Avg per participant
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Official DOL plan name: National Beverage Investment and Profit Sharing Plan · Sponsored by National Beverage Corp. · Florida · Manufacturing

$89M in assets, 1,592 participants

National Beverage Corp.'s National Beverage Investment and Profit Sharing Plan reported $89M in total assets and 1,592 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.

  • 90th percentile by assets (of 123,622 plans)
  • #15,063 in Manufacturing (17,777 peers)

Coverage in Florida

National Beverage Investment and Profit Sharing Plan covers 1,592 participants in Florida, 2.5x the typical Florida plan (state average ~628 per filing). Assets: $89M.

$89M
total plan assets (2024 EOY)
1,592
covered participants
90th
percentile by assets (of 123,622 plans)
$56,024
avg assets per participant

Where National Beverage Investment and Profit Sharing Plan sits by total assets

National Beverage Investment and Profit Sharing Plan vs every filed plan by assets

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

$89,190,275 Top 10% higher than 90% 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

  • National Beverage Investment and Profit Sharing Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • National Beverage Investment and Profit Sharing Plan reported participants rose from 1,433 in the plan year 2023 filing to 1,592 in the plan year 2024 filing.
  • National Beverage Investment and Profit Sharing Plan end-of-year assets rose from $82M in the plan year 2023 filing to $89M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Florida
Industry
Manufacturing

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. National Beverage Investment and Profit Sharing Plan reports 1,592 participants - 2.5x that state average ($89M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$89M
Net Income$8M
Employer EIN592605822
Plan Effective Date1987-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Beverage Corp.)

$70M$75M$80M$85M$90M$95M 202220232024 $72.8M $89.2M ▲ +22.6%
Total plan assets by year, all National Beverage Corp. plans on file
Year Plans Participants Total Assets
2022 1 1,295 $73M
2023 1 1,433 $82M
2024 1 1,592 $89M

Nearby 401(k) Plans in Florida

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

National Beverage Investment and Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants National Beverage In…, Total assets ($B): 0.089190275 · Participants: 1592National Beverage In…L3harris Retirement …, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement …Savings Plan for Emp…, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Emp…Adp Totalsource Reti…, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Reti…Publix Super Markets…, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets…Nextera Energy, Inc.…, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc.…
National Beverage Investment and Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare National Beverage Investment and Profit … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to National Beverage Investment and Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did National Beverage Investment and Profit Sharing Plan assets move in 2024? ▼
National Beverage Investment and Profit Sharing Plan grew at a solid clip - up 9.4% during 2024, from $82M to $89M. Reported net income was $8M.
How have National Beverage Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Beverage Corp.'s sponsor-wide assets grew 22.6%, from $73M to $89M.
Where does National Beverage Investment and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
National Beverage Investment and Profit Sharing 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 National Beverage Investment and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kaust U. S. Employee Savings Plan in ($89M, 243 participants).

Next read for National Beverage Investment and Profit …

Filing takeaways

Ways to act on National Beverage Investment and Profit Sharing Plan's numbers.

  • By total assets, National Beverage Investment and Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
  • National Beverage Corp.'s sponsor-wide assets have grown 22.6% since 2022 across 3 plan years on file. More Manufacturing 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 592605822.

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.