401(k) · DOL Form 5500 · 2022
W.J. Deutsch & Sons, Ltd. Dba Deutsch Family 401(k) Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 356
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $169,902
- Avg per participant Above avg balance/head
Official DOL plan name: Deutsch Family Wine & Spirits 401(k) Savings Plan · Sponsored by W.J. Deutsch & Sons, Ltd. Dba Deutsch Family · Connecticut · Wholesale Trade
$60M in assets, 356 participants
W.J. Deutsch & Sons, Ltd. Dba Deutsch Family's Deutsch Family Wine & Spirits 401(k) Savings Plan reported $60M in total assets and 356 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #6,220 in Wholesale Trade (6,843 peers)
Coverage in Connecticut
Deutsch Family Wine & Spirits 401(k) Savings Plan covers 356 participants in Connecticut, about 50% of the average Connecticut filer (state average ~718 per filing). Assets: $60M.
- #6,220
- in Wholesale Trade (6,843 peers)
- -9.6%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Deutsch Family Wine & Spirits 401(k) Savings Plan's outsized position by total assets
Deutsch Family Wine & Spirits 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$60,485,123 Top 11% higher than 89% 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
Deutsch Family Wine & Spirits 401(k) Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Deutsch Family Wine & Spirits 401(k) Savings Plan sits mid-pack in the medium band (356 participants).
EBSA filing schedule strip
Filing strip 133539989 · W.J. Deutsch & Sons, Ltd. Dba Deutsch Family PY 2022 · 401(k)
Deutsch Family Wine & Spirits 401(k) Savings Plan · $60M · 356 · 89th
- EIN $60M
- RANK 356
- PHOTO 89th
- IND 401(k)
- EOY near Keller Rohrback LLP 401(k) Profit Sharing Plan
- 5500 ind #6220
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 Connecticut →
Deutsch Family Wine & Spirits 401(k) Savings Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | -$6M |
| Employer EIN | 133539989 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (W.J. Deutsch & Sons, Ltd. Dba Deutsch Family)
Sponsor-wide plan assets over time
All W.J. Deutsch & Sons, Ltd. Dba Deutsch Family plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 44.48443793360559% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 356 | $60M |
| 2023 | 1 | 379 | $73M |
| 2024 | 1 | 371 | $87M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- United Technologies Corporation Employee Savings Plan $48.9B · 55,762
- GE Retirement Savings Plan $24.8B · 57,522
- Citi Retirement Savings Plan $17.4B · 70,070
- The Hartford Investment and Savings Plan $5.6B · 17,724
- Xerox Corporation Savings Plan $3.6B · 11,876
Deutsch Family Wine & Spirits 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Keller Rohrback LLP 401(k) Profit Sharing Plan in WA ($60M); by covered participants it is Kulicke and Soffa Industries, Inc. Incentive Savings Plan in PA (356 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
- Keller Rohrback LLP 401(k) Profit Sharing Plan (WA) $60M · 146
- Crutchfield Corporation Profit Sharing Plan (VA) $60M · 728
- Navex Global 401(k) Plan (OR) $60M · 1,054
- Hensley & Company Profit Sharing Plan and Trust (AZ) $60M · 1,061
Similar participant headcount
Nearest other-state filings by covered participants (356 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.