401(k) · DOL Form 5500 · 2024
Nei Bottling, Inc. 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 46
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $550,392
- Avg per participant High balance/head
Official DOL plan name: Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan · Sponsored by Nei Bottling, Inc. · Minnesota · Wholesale Trade
$25M in assets, 46 participants
Nei Bottling, Inc.'s Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan reported $25M in total assets and 46 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #4,382 in Wholesale Trade (6,080 peers)
Where Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan sits by assets
Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 46 participants (~$550,392/participant), up 10.0% in 2024.
- #4,382
- in Wholesale Trade (6,080 peers)
- +10.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan's outsized position by total assets
Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,318,015 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Nei Bottling, Inc. Employees' Profit Sharing & 401(k) 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. Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan is a small filing (46 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan reported participants rose from 37 in the plan year 2023 filing to 46 in the plan year 2024 filing.
- Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 410966913 · Nei Bottling, Inc. PY 2024 · 401(k)
Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan · $25M · 46 · 75th
- EBSA $25M
- PART 46
- TYPE 75th
- NET 401(k)
- BOOK near Eig Management Company, LLC 401(k) Plan
- VS-ST ind #4382
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 Minnesota →
Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $2M |
| Employer EIN | 410966913 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nei Bottling, Inc.)
Sponsor-wide plan assets over time
All Nei Bottling, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 41.058517688576096% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 42 | $18M |
| 2023 | 1 | 37 | $23M |
| 2024 | 1 | 46 | $25M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Nei Bottling, Inc. Employees' Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Eig Management Company, LLC 401(k) Plan in DC ($25M); by covered participants it is Westan Insurance Group 401(k) Plan in TN (46 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Eig Management Company, LLC 401(k) Plan (DC) $25M · 110
- Spanx, LLC 401(k) Profit Sharing Plan and Trust (GA) $25M · 195
- Hcsc Enterprises, Inc. Retirement Savings Plan (PA) $25M · 140
- Aracor, Inc. 401(k) Plan (TX) $25M · 23
Similar participant headcount
Nearest other-state filings by covered participants (46 participants); asset peers above are excluded.
- Westan Insurance Group 401(k) Plan (TN) 46 · 0 off
- Lucrumare Inc. 401(k) Plan (IL) 46 · 0 off
- Fairfax Christian School Inc 401(k) Profit Sharing Plan & Trust (VA) 46 · 0 off
- Argyle Fire District 401(k) Plan (TX) 46 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.