401(k) · DOL Form 5500 · 2024

Beverage Marketing USA, Incorpor 401(k) Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
1,323
Participants Near avg headcount
90th
Percentile by assets National rank
$70,275
Avg per participant Below avg balance/head
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Official DOL plan name: Arizona Iced Tea 401(k) Plan · Sponsored by Beverage Marketing USA, Incorpor · New York · Manufacturing

$93M in assets, 1,323 participants

Beverage Marketing USA, Incorpor's Arizona Iced Tea 401(k) Plan reported $93M in total assets and 1,323 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.

  • #15,143 in Manufacturing (17,777 peers)

Where Arizona Iced Tea 401(k) Plan sits by assets

Arizona Iced Tea 401(k) Plan sits in the top 10% of all filed plans by assets, $93M for 1,323 participants (~$70,275/participant), up 24.7% in 2024.

#15,143
in Manufacturing (17,777 peers)
+24.7%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Arizona Iced Tea 401(k) Plan's outsized position by total assets

Arizona Iced Tea 401(k) Plan vs every filed plan by assets

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

$92,974,346 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

Arizona Iced Tea 401(k) 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. Arizona Iced Tea 401(k) Plan lands in the large band (1,323 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Arizona Iced Tea 401(k) Plan reported participants rose from 762 in the plan year 2023 filing to 1,323 in the plan year 2024 filing.
  • Arizona Iced Tea 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Arizona Iced Tea 401(k) Plan end-of-year assets rose from $75M in the plan year 2023 filing to $93M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133667302 · Beverage Marketing USA, Incorpor PY 2024 · 401(k)

Arizona Iced Tea 401(k) Plan · $93M · 1,323 · 90th

  • EOY $93M
  • EOY 1,323
  • EOY 90th
  • EOY 401(k)
  • EOY near Digital River, Inc. 401(k) Plan
  • EOY ind #15143

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 New York →

Arizona Iced Tea 401(k) Plan in the asset neighbourhood

Digital River, Inc. 401(k) PlanDigital River, Inc. 401(k) P…$93MCampbell Companies 401(k) Profit Sharing Plan and TrustCampbell Companies 401(k) Pr…$93MCreation Technologies 401(k) PlanCreation Technologies 401(k)…$93MArizona Iced Tea 401(k) Plan$93MBcbs of Vermont 401(k) Retirement ProgramBcbs of Vermont 401(k) Retir…$93M
End-of-year total assets ($M) among Arizona Iced Tea 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$93M
Net Income$11M
Employer EIN133667302
Plan Effective Date1995-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beverage Marketing USA, Incorpor)

Sponsor-wide plan assets over time

All Beverage Marketing USA, Incorpor plans reported in each filing year

Latest sponsor-wide plan assets
$93M 40.32409260045593% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $66.3M $93M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 747 $66M
2023 1 762 $75M
2024 1 1,323 $93M

Nearby 401(k) Plans in New York

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

Arizona Iced Tea 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Arizona Iced Tea 401(k) Plan, Total assets ($B): 0.092974346 · Participants: 1323Arizona Iced Tea 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Arizona Iced Tea 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Arizona Iced Tea 401(k) Plan side-by-side with 3 peers →

Arizona Iced Tea 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Digital River, Inc. 401(k) Plan in MN ($93M); by covered participants it is Western Wisconsin Electrical Workers Retirement Plan in WI (1,323 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($93M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,323 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 Arizona Iced Tea 401(k) Plan assets move in 2024? ▼
Arizona Iced Tea 401(k) Plan grew sharply - up 24.7% during 2024, from $75M to $93M. Reported net income was $11M.
How have Beverage Marketing USA, Incorpor plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beverage Marketing USA, Incorpor's sponsor-wide assets grew 40.3%, from $66M to $93M.
Where does Arizona Iced Tea 401(k) Plan rank by assets among Form 5500 filers? ▼
Arizona Iced Tea 401(k) 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 Arizona Iced Tea 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Digital River, Inc. 401(k) Plan in MN ($93M, 218 participants).
Which 401(k) plans cover a similar participant headcount to Arizona Iced Tea 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Western Wisconsin Electrical Workers Retirement Plan in WI (1,323 participants, $337M 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 133667302.

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.