Department of Labor filing

BEVERAGE WHOLESALERS, INC.

BEVERAGE WHOLESALERS, INC. 401(K) PLAN · For the plan year ended Sep 30, 2025

Public filing 2024 · received Jan 28, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

61filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$2,042

Reported employer contributions per active participant.

Higher than about 53% of comparable plans

#People in the filing

117

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$58 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 79% of comparable plans

↗Investment performance

Not available

Plan assets changed 1.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202461out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions53rd percentileTypical peer $1,953 · based on 807 comparable plans

Lower reported administrative expense79th percentileTypical peer $170 · based on 814 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Sep 30, 2025, BEVERAGE WHOLESALERS, INC. reported $238,920 in employer contributions across the plan and 117 active participants. That works out to $2,042 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy83%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 11.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 289.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context61/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $238,920
Participant contributions: $262,969
Other contributions: $6,021
Employer share of reported contributions: 47.6%
Beginning assets: $7,171,115
Ending assets: $7,310,134
Ending net assets: $7,310,134
Ending liabilities: $0
Total income: $1,244,289
Total expenses: $1,105,270
Administrative expenses: $8,437
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,316

2023

$2,005

2024

$2,042

Plan-paid administrative expenses per participant

2022

$15

2023

$23

2024

$58

Active participants

2022

115

2023

116

2024

117

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,042	117	7.3M	20260128091310NAL0004390384001
2023	$2,005	116	7.2M	20250207090428NAL0006381475001
2022	$2,316	115	5.8M	20240226125036NAL0012733360001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 410918769-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Mar 1, 1971
Industry: Wholesale trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2T3D3H

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20260128091310NAL0004390384001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗