401(k) · DOL Form 5500 · 2024

Kay Beer Distributing, Inc. 401(k) Plan

Data updated 2026-08-11

$7M
Total assets
109
Participants
47th
Percentile by assets
$61,535
Avg per participant
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Official DOL plan name: Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust · Sponsored by Kay Beer Distributing, Inc. · Wisconsin · Wholesale Trade

$7M in assets, 109 participants

Kay Beer Distributing, Inc.'s Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust reported $7M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • 47th percentile by assets (of 123,622 plans)
  • #2,261 in Wholesale Trade (6,080 peers)

Coverage in Wisconsin

Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust covers 109 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.

$7M
total plan assets (2024 EOY)
109
covered participants
47th
percentile by assets (of 123,622 plans)
$61,535
avg assets per participant

Where Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust sits by total assets

Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust vs every filed plan by assets

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

$6,707,354 47th percentile higher than 47% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust reported net income fell from $1M in the plan year 2023 filing to $116K in the plan year 2024 filing.
  • Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust reported participants rose from 85 in the plan year 2023 filing to 109 in the plan year 2024 filing.
  • Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust 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 →

State
Wisconsin
Industry
Wholesale Trade

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust reports 109 participants - about 19% of that state average ($7M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$116K
Employer EIN391221846
Plan Effective Date1976-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kay Beer Distributing, Inc.)

$5M$5.5M$6M$6.5M$7M 202220232024 $5.5M $6.71M ▲ +22.0%
Total plan assets by year, all Kay Beer Distributing, Inc. plans on file
Year Plans Participants Total Assets
2022 1 106 $5M
2023 1 85 $7M
2024 1 109 $7M

Nearby 401(k) Plans in Wisconsin

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

Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Kay Beer Distributin…, Total assets ($B): 0.006707354 · Participants: 109Kay Beer Distributin…Advocate Aurora Heal…, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Heal…Johnson Controls Ret…, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation …
Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Kay Beer Distributing, Inc.401(k) Profit… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust by total assets, not by location.

Frequently Asked Questions

How did Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust assets move in 2024? ▼
Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust edged up modestly - up 1.8% during 2024, from $7M to $7M. Reported net income was $116K.
How have Kay Beer Distributing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kay Beer Distributing, Inc.'s sponsor-wide assets grew 22.0%, from $5M to $7M.
Which 401(k) plans are similar in size to Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust? ▼
Among 401(k) plans in other states, the closest by assets is James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan in OR ($7M, 5 participants).

Next read for Kay Beer Distributing, Inc.401(k) Profit…

Filing takeaways

Ways to act on Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust's numbers.

  • By total assets, Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
  • Kay Beer Distributing, Inc.'s sponsor-wide assets have grown 22.0% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 391221846.

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.