401(k) · DOL Form 5500 · 2024

Classic Beverage of Southern California, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
305
Participants Below avg headcount
55th
Percentile by assets National rank
$32,267
Avg per participant Low balance/head
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Official DOL plan name: Classic Beverage of Southern California, LLC 401(k) Plan · Sponsored by Classic Beverage of Southern California, LLC · California · Wholesale Trade

$10M in assets, 305 participants

Classic Beverage of Southern California, LLC's Classic Beverage of Southern California, LLC 401(k) Plan reported $10M in total assets and 305 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #2,836 in Wholesale Trade (6,080 peers)

Coverage in California

Classic Beverage of Southern California, LLC 401(k) Plan covers 305 participants in California, about 48% of the average California filer (state average ~630 per filing). Assets: $10M.

#2,836
in Wholesale Trade (6,080 peers)
-2.9%
assets change YoY

The plan reported a net loss of $298K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Classic Beverage of Southern California, LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Classic Beverage of Southern California, LLC 401(k) Plan vs every filed plan by assets

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

$9,841,438 Top 45% higher than 55% 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

Classic Beverage of Southern California, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Classic Beverage of Southern California, LLC 401(k) Plan sits mid-pack in the medium band (305 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Classic Beverage of Southern California, LLC 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$298K in the plan year 2024 filing.
  • Classic Beverage of Southern California, LLC 401(k) Plan reported participants rose from 288 in the plan year 2023 filing to 305 in the plan year 2024 filing.
  • Classic Beverage of Southern California, LLC 401(k) Plan end-of-year assets fell from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 872965513 · Classic Beverage of Southern California, LLC PY 2024 · 401(k)

Classic Beverage of Southern California, LLC 401(k) Plan · $10M · 305 · 55th

  • 5500 $10M
  • ASSETS 305
  • PCT 55th
  • EIN 401(k)
  • RANK near Kain-Mcarthur, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #2836

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 California →

Classic Beverage of Southern California, LLC 401(k) Plan in the asset neighbourhood

Classic Beverage of Southern California, LLC 401(k) PlanClassic Beverage of Southern…$10MKain-Mcarthur, Inc. 401(k) Profit Sharing PlanKain-Mcarthur, Inc. 401(k) P…$10MNcaar, Inc. Profit Sharing PlanNcaar, Inc. Profit Sharing P…$10MRepare Therapeutics USA, Inc. 401(k) PlanRepare Therapeutics USA, Inc…$10MLrp Pooled Employer Plan$10M
End-of-year total assets ($M) among Classic Beverage of Southern California, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income-$298K
Employer EIN872965513
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Classic Beverage of Southern California, LLC)

Sponsor-wide plan assets over time

All Classic Beverage of Southern California, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 9.534314568417168% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.98M $9.84M ▲ +9.6%
Year Plans Participants Total Assets
2022 1 433 $9M
2023 1 288 $10M
2024 1 305 $10M

Nearby 401(k) Plans in California

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

Classic Beverage of Southern California, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Classic Beverage of Southern California, LLC 401(k) Plan, Total assets ($B): 0.009841438 · Participants: 305Classic Beverage of Southern California, LLC 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Classic Beverage of Southern California, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Classic Beverage of Southern California, LLC 401(k) Plan side-by-side with 3 peers →

Classic Beverage of Southern California, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kain-Mcarthur, Inc. 401(k) Profit Sharing Plan in KS ($10M); by covered participants it is Ineight Inc. 401(k) Plan in AZ (305 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (305 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 Classic Beverage of Southern California, LLC 401(k) Plan assets move in 2024? ▼
Classic Beverage of Southern California, LLC 401(k) Plan edged down modestly - down 2.9% during 2024, from $10M to $10M. Reported net income was -$298K.
How have Classic Beverage of Southern California, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Classic Beverage of Southern California, LLC's sponsor-wide assets grew 9.5%, from $9M to $10M.
Which 401(k) plans are similar in size to Classic Beverage of Southern California, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kain-Mcarthur, Inc. 401(k) Profit Sharing Plan in KS ($10M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Classic Beverage of Southern California, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ineight Inc. 401(k) Plan in AZ (305 participants, $42M 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 872965513.

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.