401(k) · DOL Form 5500 · 2022
Four Roses Distillery LLC 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 84
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $186,010
- Avg per participant Above avg balance/head
Official DOL plan name: Four Roses Distillery LLC Savings Plan · Sponsored by Four Roses Distillery LLC · Kentucky · Manufacturing
$16M in assets, 84 participants
Four Roses Distillery LLC's Four Roses Distillery LLC Savings Plan reported $16M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #12,948 in Manufacturing (20,602 peers)
Four Roses Distillery LLC multi-year trail
Four Roses Distillery LLC's plans moved +43.2% in assets from 2022 to 2024; this filing shows Four Roses Distillery LLC Savings Plan at $16M / 84 participants.
- #12,948
- in Manufacturing (20,602 peers)
- -11.3%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Four Roses Distillery LLC Savings Plan's outsized position by total assets
Four Roses Distillery LLC Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,624,832 Top 27% higher than 73% 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
Four Roses Distillery LLC Savings Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Four Roses Distillery LLC Savings Plan is a small filing (84 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 061636822 · Four Roses Distillery LLC PY 2022 · 401(k)
Four Roses Distillery LLC Savings Plan · $16M · 84 · 73rd
- TYPE $16M
- TYPE 84
- TYPE 73rd
- TYPE 401(k)
- TYPE near Michigan Turkey Producers 401(k) Savings Plan
- TYPE ind #12948
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 →
Four Roses Distillery LLC Savings Plan in the asset neighbourhood
Four Roses Distillery LLC multi-year asset trail
Sponsor-wide plan assets over time
All Four Roses Distillery LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 43.15121596187402% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 84 | $16M |
| 2023 | 1 | 112 | $20M |
| 2024 | 1 | 143 | $22M |
Four Roses Distillery LLC filing trail (2022)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$2M |
| Employer EIN | 061636822 |
| Plan Effective Date | 2002-02-19 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Humana Retirement Savings Plan $6.4B · 44,930
- Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
- UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
Four Roses Distillery LLC Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Michigan Turkey Producers 401(k) Savings Plan in MI ($16M); by covered participants it is Kate Somerville Skincare, LLC 401(k) Ps Plan in CA (84 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (84 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.