401(k) · DOL Form 5500 · 2024

Kay Beer Distributing, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
109
Participants Small participant base
47th
Percentile by assets National rank
$61,535
Avg per participant Low balance/head
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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.

  • #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.

#2,261
in Wholesale Trade (6,080 peers)
+1.8%
assets growth YoY

Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust's mid-pack asset rank among Wholesale Trade and all filers

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 $2,050,000,000 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

Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust 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. Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust sits mid-pack in the medium band (109 participants).

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 →

EBSA filing schedule strip

Filing strip 391221846 · Kay Beer Distributing, Inc. PY 2024 · 401(k)

Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust · $7M · 109 · 47th

  • RANK $7M
  • PHOTO 109
  • IND 47th
  • EOY 401(k)
  • 5500 near James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan
  • ASSETS ind #2261

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 Wisconsin →

Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust in the asset neighbourhood

Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trustKay Beer Distributing, Inc.4…$7MJames R. Willcox, Dmd, PC Profit Sharing and 401(k) PlanJames R. Willcox, Dmd, PC Pr…$7MLge Corporation 401(k) Plan$7MCardinal Services 401(k) & PspCardinal Services 401(k) & P…$7MTrailboss Enterprises, Inc. 401(k) PlanTrailboss Enterprises, Inc. …$7M
End-of-year total assets ($M) among Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Kay Beer Distributing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 21.975177079260586% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.5M $6.71M ▲ +22.0%
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 ($B) Participants Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust, Total assets ($B): 0.006707354 · Participants: 109Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
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 Sharing Plan &trust side-by-side with 3 peers →

Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is James R. Willcox, Dmd, PC Profit Sharing and 401(k) Plan in OR ($7M); by covered participants it is West Coast Code Consultants Inc. 401(k) Plan in CA (109 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 (109 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 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).
Which 401(k) plans cover a similar participant headcount to Kay Beer Distributing, Inc.401(k) Profit Sharing Plan &trust? ▼
Among 401(k) plans in other states, the closest by covered participants is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants, $12M 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 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.