401(k) · DOL Form 5500 · 2024

Beverage Wholesalers, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
117
Participants Small participant base
49th
Percentile by assets National rank
$62,480
Avg per participant Low balance/head
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Official DOL plan name: Beverage Wholesalers, Inc. 401(k) Plan · Sponsored by Beverage Wholesalers, Inc. · North Dakota · Wholesale Trade

$7M in assets, 117 participants

Beverage Wholesalers, Inc.'s Beverage Wholesalers, Inc. 401(k) Plan reported $7M in total assets and 117 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,370 in Wholesale Trade (6,080 peers)

Coverage in North Dakota

Beverage Wholesalers, Inc. 401(k) Plan covers 117 participants in North Dakota, about 23% of the average North Dakota filer (state average ~504 per filing). Assets: $7M.

#2,370
in Wholesale Trade (6,080 peers)
+1.9%
assets growth YoY

Beverage Wholesalers, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Beverage Wholesalers, Inc. 401(k) Plan vs every filed plan by assets

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

$7,310,134 49th percentile higher than 49% 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

Beverage Wholesalers, Inc. 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. Beverage Wholesalers, Inc. 401(k) Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beverage Wholesalers, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $139K in the plan year 2024 filing.
  • Beverage Wholesalers, Inc. 401(k) Plan reported participants rose from 114 in the plan year 2023 filing to 117 in the plan year 2024 filing.
  • Beverage Wholesalers, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 410918769 · Beverage Wholesalers, Inc. PY 2024 · 401(k)

Beverage Wholesalers, Inc. 401(k) Plan · $7M · 117 · 49th

  • PCT $7M
  • PCT 117
  • PCT 49th
  • PCT 401(k)
  • PCT near Electrifai LLC 401(k) Plan
  • PCT ind #2370

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 North Dakota →

Beverage Wholesalers, Inc. 401(k) Plan in the asset neighbourhood

Beverage Wholesalers, Inc. 401(k) PlanBeverage Wholesalers, Inc. 4…$7MElectrifai LLC 401(k) Plan$7MAmerican Turned Products Retirement Savings PlanAmerican Turned Products Ret…$7MTri-State Electric 401(k) PlanTri-State Electric 401(k) Pl…$7MSullivan, Inc. 401(k) Profit Sharing PlanSullivan, Inc. 401(k) Profit…$7M
End-of-year total assets ($M) among Beverage Wholesalers, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Dakota filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$139K
Employer EIN410918769
Plan Effective Date1973-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beverage Wholesalers, Inc.)

Sponsor-wide plan assets over time

All Beverage Wholesalers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 26.249305512019628% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.79M $7.31M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 110 $6M
2023 1 114 $7M
2024 1 117 $7M

Nearby 401(k) Plans in North Dakota

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

Beverage Wholesalers, Inc. 401(k) Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Beverage Wholesalers, Inc. 401(k) Plan, Total assets ($B): 0.007310134 · Participants: 117Beverage Wholesalers, Inc. 401(k) PlanSanford Retirement Savings Plan, Total assets ($B): 3.602462001 · Participants: 31958Sanford Retirement Savings PlanKnife River Corporation 401(k) Retirement Plan, Total assets ($B): 0.856387415 · Participants: 5327Knife River Corporation 401(k) Retirement PlanMdu Resources Group, Inc. 401(k) Retirement Plan, Total assets ($B): 0.775551136 · Participants: 3465Mdu Resources Group, Inc. 401(k) Retirement PlanEide Bailly LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.615317303 · Participants: 2920Eide Bailly LLP 401(k) Profit Sharing PlanOffutt Companies 401(k) Savings Plan, Total assets ($B): 0.591992052 · Participants: 5199Offutt Companies 401(k) Savings Plan
Beverage Wholesalers, Inc. 401(k) Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants
Compare Beverage Wholesalers, Inc. 401(k) Plan side-by-side with 3 peers →

Beverage Wholesalers, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Dakota, the nearest 401(k) by assets is Electrifai LLC 401(k) Plan in NJ ($7M); by covered participants it is Quality Beverage 401(k) Plan in MA (117 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Beverage Wholesalers, Inc. 401(k) Plan assets move in 2024? ▼
Beverage Wholesalers, Inc. 401(k) Plan edged up modestly - up 1.9% during 2024, from $7M to $7M. Reported net income was $139K.
How have Beverage Wholesalers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beverage Wholesalers, Inc.'s sponsor-wide assets grew 26.2%, from $6M to $7M.
Which 401(k) plans are similar in size to Beverage Wholesalers, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Electrifai LLC 401(k) Plan in NJ ($7M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Beverage Wholesalers, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quality Beverage 401(k) Plan in MA (117 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 410918769.

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.