401(k) · DOL Form 5500 · 2022

Heaven Hill Distilleries, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
494
Participants Below avg headcount
83rd
Percentile by assets National rank
$62,119
Avg per participant Low balance/head
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Official DOL plan name: Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees · Sponsored by Heaven Hill Distilleries, Inc. · Kentucky · Manufacturing

$31M in assets, 494 participants

Heaven Hill Distilleries, Inc.'s Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees reported $31M in total assets and 494 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,657 in Manufacturing (20,602 peers)

Where Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees sits by assets

Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees sits in the top quartile of all filed plans by assets, $31M for 494 participants (~$62,119/participant), down 12.6% in 2022.

#15,657
in Manufacturing (20,602 peers)
-12.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees's outsized position by total assets

Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees vs every filed plan by assets

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

$30,686,794 Top 17% higher than 83% 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

Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees 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. Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees sits mid-pack in the medium band (494 participants).

Published 5500 schedule card

Filing strip 610402960 · Heaven Hill Distilleries, Inc. PY 2022 · 401(k)

Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees · $31M · 494 · 83rd

  • TYPE $31M
  • NET 494
  • BOOK 83rd
  • VS-ST 401(k)
  • BOY near Premier Physicians Centers 401(k) Retirement Plan
  • SCH ind #15657

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 Kentucky →

Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees in the asset neighbourhood

Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining EmployeesHeaven Hill Distilleries, In…$31MPremier Physicians Centers 401(k) Retirement PlanPremier Physicians Centers 4…$31MBuchbinder Tunick & Company LLP Employees 401(k) Savings and Retirement PlanBuchbinder Tunick & Company …$31MCitizens National Bank of Texas Employee Savings PlanCitizens National Bank of Te…$31MNational Underground Group 401(k) Savings PlanNational Underground Group 4…$31M
End-of-year total assets ($M) among Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$31M
Net Income-$4M
Employer EIN610402960
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heaven Hill Distilleries, Inc.)

Sponsor-wide plan assets over time

All Heaven Hill Distilleries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$101M 38.9041851306678% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $72.5M $101M ▲ +38.9%
Year Plans Participants Total Assets
2022 2 995 $72M
2023 2 969 $88M
2024 2 1,197 $101M

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees, Total assets ($B): 0.030686794 · Participants: 494Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining EmployeesHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees side-by-side with 3 peers →

Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Premier Physicians Centers 401(k) Retirement Plan in OH ($31M); by covered participants it is Ahtna 401(k) Plan in AK (494 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (494 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 Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees assets move in 2022? ▼
Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees pulled back noticeably - down 12.6% during 2022, from $35M to $31M. Reported net income was -$4M.
How have Heaven Hill Distilleries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heaven Hill Distilleries, Inc.'s sponsor-wide assets grew 38.9%, from $72M to $101M.
Where does Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees rank by assets among Form 5500 filers? ▼
Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees? ▼
Among 401(k) plans in other states, the closest by assets is Premier Physicians Centers 401(k) Retirement Plan in OH ($31M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahtna 401(k) Plan in AK (494 participants, $42M 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 610402960.

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.