401(k) · DOL Form 5500 · 2022
Terlato Wine Group, Ltd. 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 206
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $166,107
- Avg per participant Above avg balance/head
Official DOL plan name: Terlato Wine Group, Ltd. Savings and Retirement Plan · Sponsored by Terlato Wine Group, Ltd. · Illinois · Manufacturing
$34M in assets, 206 participants
Terlato Wine Group, Ltd.'s Terlato Wine Group, Ltd. Savings and Retirement Plan reported $34M in total assets and 206 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- #15,974 in Manufacturing (20,602 peers)
Coverage in Illinois
Terlato Wine Group, Ltd. Savings and Retirement Plan covers 206 participants in Illinois, about 26% of the average Illinois filer (state average ~779 per filing). Assets: $34M.
- #15,974
- in Manufacturing (20,602 peers)
- -20.2%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Terlato Wine Group, Ltd. Savings and Retirement Plan's outsized position by total assets
Terlato Wine Group, Ltd. Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$34,218,064 Top 16% higher than 84% 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
Terlato Wine Group, Ltd. Savings and Retirement 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. Terlato Wine Group, Ltd. Savings and Retirement Plan sits mid-pack in the medium band (206 participants).
Form 5500 schedule snapshot
Filing strip 363148484 · Terlato Wine Group, Ltd. PY 2022 · 401(k)
Terlato Wine Group, Ltd. Savings and Retirement Plan · $34M · 206 · 84th
- VS-ST $34M
- BOY 206
- SCH 84th
- EBSA 401(k)
- PART near First Mutual Holding Co. 401(k) Savings Plan
- TYPE ind #15974
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 Manufacturing retirement plans → · Plans in Illinois →
Terlato Wine Group, Ltd. Savings and Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | -$9M |
| Employer EIN | 363148484 |
| Plan Effective Date | 1980-03-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Terlato Wine Group, Ltd.)
Sponsor-wide plan assets over time
All Terlato Wine Group, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 27.962441124664444% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 206 | $34M |
| 2023 | 1 | 213 | $39M |
| 2024 | 1 | 242 | $44M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Terlato Wine Group, Ltd. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is First Mutual Holding Co. 401(k) Savings Plan in OH ($34M); by covered participants it is Westrec Properties, Inc. & Affiliated Companies 401(k) Plan in CA (206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- First Mutual Holding Co. 401(k) Savings Plan (OH) $34M · 475
- Buehler's Fresh Foods Employees' 401(k) Plan (OH) $34M · 1,331
- Onetrust LLC 401(k) Plan (GA) $34M · 1,144
- Prnpt 401(k) Plan (CA) $34M · 1,773
Similar participant headcount
Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.
- Westrec Properties, Inc. & Affiliated Companies 401(k) Plan (CA) 206 · 0 off
- Austin Gastroenterology, P.a. 401(k) Profit Sharing Plan (TX) 206 · 0 off
- American Linehaul Corporation 401(k) Profit Sharing Plan & Trust (NJ) 206 · 0 off
- American Linehaul Corporation 401(k) Profit Sharing Plan & Trust (NJ) 206 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.