Defined Benefit (Pension) · DOL Form 5500 · 2024

High Grade Beverage Co. Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
43
Participants Small participant base
59th
Percentile by assets National rank
$267,685
Avg per participant High balance/head
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Official DOL plan name: High Grade Beverage Retirement Fund · Sponsored by High Grade Beverage Co. · New Jersey · Wholesale Trade

$12M in assets, 43 participants

High Grade Beverage Co.'s High Grade Beverage Retirement Fund reported $12M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,073 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 Retirement Fund at $12M / 43 participants.

#3,073
in Wholesale Trade (6,080 peers)
+4.7%
assets growth YoY

High Grade Beverage Retirement Fund's mid-pack asset rank among Wholesale Trade and all filers

High Grade Beverage Retirement Fund vs every filed plan by assets

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

$11,510,453 Top 41% higher than 59% 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 Retirement Fund 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 Retirement Fund is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • High Grade Beverage Retirement Fund reported net income rose from $37K in the plan year 2023 filing to $515K in the plan year 2024 filing.
  • High Grade Beverage Retirement Fund end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • High Grade Beverage Retirement Fund reported participants fell from 45 in the plan year 2023 filing to 43 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

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

High Grade Beverage Retirement Fund · $12M · 43 · 59th

  • EIN $12M
  • RANK 43
  • PHOTO 59th
  • IND Defined Benefit (Pension)
  • EOY near Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan
  • 5500 ind #3073

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 Retirement Fund in the asset neighbourhood

Landis + Gyr Pension Plan$12MSbera Pension Plan as Adopted by Athol Savings BankSbera Pension Plan as Adopte…$12MHigh Grade Beverage Retirement FundHigh Grade Beverage Retireme…$12MWoltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement PlanWoltz & Wind Ford, Inc. and …$12MSalaried Employees Pension Plan of Toledo Technologies, Inc.Salaried Employees Pension P…$11M
End-of-year total assets ($M) among High Grade Beverage Retirement Fund 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)$11M
Net Assets (End of Year)$12M
Net Income$515K
Employer EIN220989250
Plan Effective Date1966-02-01
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 Retirement Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants High Grade Beverage Retirement Fund, Total assets ($B): 0.011510453 · Participants: 43High Grade Beverage Retirement FundRetirement 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 Retirement Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare High Grade Beverage Retirement Fund side-by-side with 3 peers →

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

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan in PA ($12M); by covered participants it is Employees' Retirement Plan of Sterling Insurance Company in NY (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Retirement Fund assets move in 2024? ▼
High Grade Beverage Retirement Fund edged up modestly - up 4.7% during 2024, from $11M to $12M. Reported net income was $515K.
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 Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan in PA ($12M, 144 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to High Grade Beverage Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of Sterling Insurance Company in NY (43 participants, $20M 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.