401(k)
2022 plan-year 401(k) DOL Form 5500

Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Heaven Hill Distilleries, Inc. · Kentucky · Manufacturing

What the 2023 filing shows

Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees holds $42M for 501 participants — about $83,422 per participant, down 15.0% over the 2022 plan year.

$42M
total plan assets (2022 EOY)
501
covered participants
$83,422
avg assets per participant
-15.0%
assets change YoY

The plan reported a net loss of $7M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$42M
Participants
501
State
Industry
Manufacturing

What the Filing Says About Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees

Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees is a 401(k) retirement plan sponsored by Heaven Hill Distilleries, Inc., headquartered in Kentucky. As of the 2022 Form 5500 filing, the plan reports $42M in total end-of-year assets and covers 501 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 610402960, and the plan has been effective since 1989-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $49M at the beginning of 2022 to $42M at year-end — a decline of 15.0%. Net assets (after liabilities) closed the year at $42M, with reported net income of $-7,383,941 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$49M
Total Assets (End of Year)$42M
Net Assets (End of Year)$42M
Net Income$-7,383,941
Plan Type401(k)
Employer EIN610402960
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heaven Hill Distilleries, Inc.)

Year Plans Participants Total Assets
2022 2 995 $72M
2023 2 969 $88M
2024 2 1,197 $101M

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Frequently Asked Questions

How much money is in the Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees?
As of the 2022 Form 5500 filing, Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees holds $42M in total assets with 501 participants. It is sponsored by Heaven Hill Distilleries, Inc..
What type of plan is Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees?
Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees is a 401(k) plan. It has been effective since 1989-01-01. The plan is filed with the U.S. Department of Labor under EIN 610402960.
Who sponsors the Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees?
Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees is sponsored by Heaven Hill Distilleries, Inc., located in Kentucky. The sponsor's EIN is 610402960 and the plan operates in the Manufacturing industry.
How did Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees perform in 2022?
Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees declined by 15.0% during 2022, moving from $49M to $42M in total assets. Net income was $-7,383,941.
Where can I find official filings for Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees?
Official Form 5500 filings for Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 610402960 or plan name at efast.dol.gov.
How does Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees compare to other plans?
You can compare Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees against other 401(k) plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.