401(k) · DOL Form 5500 · 2024

National Beverage Corp. 401(k) Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
1,592
Participants Near avg headcount
90th
Percentile by assets National rank
$56,024
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#15,063
in Manufacturing (17,777 peers)
+9.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

National Beverage Investment and Profit Sharing Plan's outsized position 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 $2,050,000,000 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

National Beverage Investment and Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Beverage Investment and Profit Sharing Plan lands in the large band (1,592 participants).

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 →

Form 5500 schedule snapshot

Filing strip 592605822 · National Beverage Corp. PY 2024 · 401(k)

National Beverage Investment and Profit Sharing Plan · $89M · 1,592 · 90th

  • EOY $89M
  • 5500 1,592
  • ASSETS 90th
  • PCT 401(k)
  • EIN near Kaust U. S. Employee Savings Plan
  • RANK ind #15063

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 Manufacturing retirement plans → · Plans in Florida →

National Beverage Investment and Profit Sharing Plan in the asset neighbourhood

The W.W. Williams Co. LLC Employees Savings Plan & Trust PlanThe W.W. Williams Co. LLC Em…$89MRobinson Holdings (USA) Ltd 401(k) PlanRobinson Holdings (USA) Ltd …$89MMar-Jac Poultry, Inc. 401(k) and Profit Sharing PlanMar-Jac Poultry, Inc. 401(k)…$89MNational Beverage Investment and Profit Sharing PlanNational Beverage Investment…$89MKaust U. S. Employee Savings PlanKaust U. S. Employee Savings…$89M
End-of-year total assets ($M) among National Beverage Investment and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All National Beverage Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$89M 22.576978489957433% vs 2022
2024 filing year
$70M$75M$80M$85M$90M$95M 202220232024 $72.8M $89.2M ▲ +22.6%
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 ($B) Participants National Beverage Investment and Profit Sharing Plan, Total assets ($B): 0.089190275 · Participants: 1592National Beverage Investment and Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
National Beverage Investment and Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare National Beverage Investment and Profit Sharing Plan side-by-side with 3 peers →

National Beverage Investment and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Kaust U. S. Employee Savings Plan in ($89M); by covered participants it is The H & K Group 401(k) Plan in PA (1,592 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,592 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 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).
Which 401(k) plans cover a similar participant headcount to National Beverage Investment and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The H & K Group 401(k) Plan in PA (1,592 participants, $157M 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 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.