Profit Sharing · DOL Form 5500 · 2022

Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan

Data updated 2026-08-25

$392K
Total assets Small plan by assets
4
Participants Small participant base
16th
Percentile by assets National rank
$97,966
Avg per participant Below avg balance/head
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Official DOL plan name: Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan · Sponsored by Sweetgrass Spirits and Wine, Inc. · South Carolina · Retail Trade

$392K in assets, 4 participants

Sweetgrass Spirits and Wine, Inc.'s Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan reported $392K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,338 in Retail Trade (9,519 peers)

2022 asset change

Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan grew at a solid clip 14.9% in 2022 ($341K → $392K) for 4 participants.

#2,338
in Retail Trade (9,519 peers)
+14.9%
assets growth YoY

Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan among the smaller filed plans by assets

Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$391,864 16th percentile higher than 16% of 139,123 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 2022

Sweetgrass Spirits and Wine, Inc. Profit Sharing 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. Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 270673110 · Sweetgrass Spirits and Wine, Inc. PY 2022 · Profit Sharing

Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan · $392K · 4 · 16th

  • EOY $392K
  • 5500 4
  • ASSETS 16th
  • PCT Profit Sharing
  • EIN near Lana M. Engen Profit Sharing Plan
  • RANK ind #2338

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 South Carolina →

Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan in the asset neighbourhood

Sweetgrass Spirits and Wine, Inc. Profit Sharing PlanSweetgrass Spirits and Wine,…$392KLana M. Engen Profit Sharing PlanLana M. Engen Profit Sharing…$392K3mrana Corporation Profit Sharing Plan3mrana Corporation Profit Sh…$392KVa Claim Pros, LLC Savings PlanVa Claim Pros, LLC Savings P…$392KKatl Enterprises, Inc. Retirement PlanKatl Enterprises, Inc. Retir…$392K
End-of-year total assets ($M) among Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Sweetgrass Spirits and Wine, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Sweetgrass Spirits and Wine, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$382K 2.4702447788008084% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M 202220232024 $0.39M $0.38M ▼ -2.6%
Year Plans Participants Total Assets
2022 1 4 $392K
2023 1 2 $458K
2024 1 2 $382K

2022 asset-move particulars

Total Assets (Beginning of Year)$341K
Net Assets (End of Year)$392K
Net Income$51K
Employer EIN270673110
Plan Effective Date2009-07-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in South Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan, Total assets ($B): 0.000391864 · Participants: 4Sweetgrass Spirits and Wine, Inc. Profit Sharing PlanPrisma Health Retirement Savings Plan, Total assets ($B): 1.580787343 · Participants: 27548Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.646014747 · Participants: 2372Uma Retirement PlanScansource, Inc. 401(k) Plan, Total assets ($B): 0.193116292 · Participants: 1547Scansource, Inc. 401(k) PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.190880155 · Participants: 2107Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.038245098 · Participants: 200Usc School of Medicine Educational Trust Retirement Plan
Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
Compare Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan side-by-side with 3 peers →

Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is Lana M. Engen Profit Sharing Plan in IL ($392K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($392K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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.

Frequently Asked Questions

How did Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan assets move in 2022? ▼
Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan grew at a solid clip - up 14.9% during 2022, from $341K to $392K. Reported net income was $51K.
How have Sweetgrass Spirits and Wine, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sweetgrass Spirits and Wine, Inc.'s sponsor-wide assets declined 2.5%, from $392K to $382K.
Where does Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lana M. Engen Profit Sharing Plan in IL ($392K, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270673110.

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.