401(k) · DOL Form 5500 · 2022
Sdb Wine & Spirits, Inc. 401(k) Plan
Data updated 2026-08-25
- $675K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $112,549
- Avg per participant Below avg balance/head
Official DOL plan name: Sdb 401(k) Plan. · Sponsored by Sdb Wine & Spirits, Inc. · New York · Retail Trade
$675K in assets, 6 participants
Sdb Wine & Spirits, Inc.'s Sdb 401(k) Plan. reported $675K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.
- #2,934 in Retail Trade (9,519 peers)
Sdb Wine & Spirits, Inc. multi-year trail
Sdb Wine & Spirits, Inc.'s plans moved -12.6% in assets from 2022 to 2024; this filing shows Sdb 401(k) Plan. at $675K / 6 participants.
- #2,934
- in Retail Trade (9,519 peers)
- -30.0%
- assets change YoY
The plan reported a net loss of $290K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sdb 401(k) Plan. among the smaller filed plans by assets
Sdb 401(k) Plan. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$675,292 21st percentile higher than 21% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sdb 401(k) Plan. among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sdb 401(k) Plan. is a micro filing (6 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 812629853 · Sdb Wine & Spirits, Inc. PY 2022 · 401(k)
Sdb 401(k) Plan. · $675K · 6 · 21st
- RANK $675K
- RANK 6
- RANK 21st
- RANK 401(k)
- RANK near Vaughan Associates Architects, Inc. Safe Harbor 401(k) Plan
- RANK ind #2934
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 Retail Trade retirement plans → · Plans in New York →
Sdb 401(k) Plan. in the asset neighbourhood
Sdb Wine & Spirits, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sdb Wine & Spirits, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $590K 12.610544771743188% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $675K |
| 2023 | 1 | 5 | $558K |
| 2024 | 1 | 6 | $590K |
Sdb Wine & Spirits, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $965K |
|---|---|
| Net Assets (End of Year) | $675K |
| Net Income | -$290K |
| Employer EIN | 812629853 |
| Plan Effective Date | 2016-05-17 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Sdb 401(k) Plan.'s out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Vaughan Associates Architects, Inc. Safe Harbor 401(k) Plan in TN ($675K); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($675K here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.