Defined Benefit (Pension) · DOL Form 5500 · 2024

High Grade Beverage Co. Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
17
Participants Small participant base
65th
Percentile by assets National rank
$918,504
Avg per participant High balance/head
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Official DOL plan name: High Grade Beverage Union Pension Plan · Sponsored by High Grade Beverage Co. · New Jersey · Wholesale Trade

$16M in assets, 17 participants

High Grade Beverage Co.'s High Grade Beverage Union Pension Plan reported $16M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,555 in Wholesale Trade (6,080 peers)

High Grade Beverage Co. multi-year trail

High Grade Beverage Co.'s plans moved +17.1% in assets from 2022 to 2024; this filing shows High Grade Beverage Union Pension Plan at $16M / 17 participants.

#3,555
in Wholesale Trade (6,080 peers)
+7.2%
assets growth YoY

High Grade Beverage Union Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

High Grade Beverage Union Pension Plan vs every filed plan by assets

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

$15,614,576 Top 35% higher than 65% 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

High Grade Beverage Union Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. High Grade Beverage Union Pension Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • High Grade Beverage Union Pension Plan reported net income rose from $505K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • High Grade Beverage Union Pension Plan reported participants fell from 21 in the plan year 2023 filing to 17 in the plan year 2024 filing.
  • High Grade Beverage Union Pension Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 220989250 · High Grade Beverage Co. PY 2024 · Defined Benefit (Pension)

High Grade Beverage Union Pension Plan · $16M · 17 · 65th

  • PHOTO $16M
  • PHOTO 17
  • PHOTO 65th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Los Angeles Philharmonic Association Staff Retirement Plan
  • PHOTO ind #3555

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 →

High Grade Beverage Union Pension Plan in the asset neighbourhood

Gulf Coast Educators Fcu Employees' Pension PlanGulf Coast Educators Fcu Emp…$16MLos Angeles Philharmonic Association Staff Retirement PlanLos Angeles Philharmonic Ass…$16MHigh Grade Beverage Union Pension PlanHigh Grade Beverage Union Pe…$16MGroup Pension Plan for Employees of Rail Europe North America Inc.Group Pension Plan for Emplo…$16MA O Smith Retirement Plan$16M
End-of-year total assets ($M) among High Grade Beverage Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

High Grade Beverage Co. multi-year asset trail

Sponsor-wide plan assets over time

All High Grade Beverage Co. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 17.08627371988019% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $42.6M $49.9M ▲ +17.1%
Year Plans Participants Total Assets
2022 3 287 $43M
2023 3 281 $45M
2024 3 283 $50M

High Grade Beverage Co. filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN220989250
Plan Effective Date1969-02-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

High Grade Beverage Union Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants High Grade Beverage Union Pension Plan, Total assets ($B): 0.015614576 · Participants: 17High Grade Beverage Union Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.095569114 · Participants: 37882Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.066557714 · Participants: 83812JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 12.855309 · Participants: 7280Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.025028912 · Participants: 16233The Prudential Merged Retirement PlanMerck US Pension Plan, Total assets ($B): 10.090083286 · Participants: 26843Merck US Pension Plan
High Grade Beverage Union Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare High Grade Beverage Union Pension Plan side-by-side with 3 peers →

High Grade Beverage Union Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Los Angeles Philharmonic Association Staff Retirement Plan in CA ($16M); by covered participants it is Quanex Building Products Salaried and Nonunion Employee Pension Plan in TX (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 High Grade Beverage Union Pension Plan assets move in 2024? ▼
High Grade Beverage Union Pension Plan grew at a solid clip - up 7.2% during 2024, from $15M to $16M. Reported net income was $1M.
How have High Grade Beverage Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), High Grade Beverage Co.'s sponsor-wide assets grew 17.1%, from $43M to $50M.
Which Defined Benefit (Pension) plans are similar in size to High Grade Beverage Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Los Angeles Philharmonic Association Staff Retirement Plan in CA ($16M, 55 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to High Grade Beverage Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Quanex Building Products Salaried and Nonunion Employee Pension Plan in TX (17 participants, N/A 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 220989250.

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.