401(k) · DOL Form 5500 · 2022

William Grant & Sons Inc 401(k) Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
294
Participants Below avg headcount
92nd
Percentile by assets National rank
$291,896
Avg per participant High balance/head
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Official DOL plan name: William Grant & Sons, Inc. Savings and Investment Plan · Sponsored by William Grant & Sons Inc · New Jersey · Wholesale Trade

$86M in assets, 294 participants

William Grant & Sons Inc's William Grant & Sons, Inc. Savings and Investment Plan reported $86M in total assets and 294 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #6,394 in Wholesale Trade (6,843 peers)

Coverage in New Jersey

William Grant & Sons, Inc. Savings and Investment Plan covers 294 participants in New Jersey, about 35% of the average New Jersey filer (state average ~844 per filing). Assets: $86M.

#6,394
in Wholesale Trade (6,843 peers)
-14.0%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

William Grant & Sons, Inc. Savings and Investment Plan's outsized position by total assets

William Grant & Sons, Inc. Savings and Investment Plan vs every filed plan by assets

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

$85,817,492 Top 8% higher than 92% 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

William Grant & Sons, Inc. Savings and Investment 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. William Grant & Sons, Inc. Savings and Investment Plan sits mid-pack in the medium band (294 participants).

Published 5500 schedule card

Filing strip 221757718 · William Grant & Sons Inc PY 2022 · 401(k)

William Grant & Sons, Inc. Savings and Investment Plan · $86M · 294 · 92nd

  • 5500 $86M
  • ASSETS 294
  • PCT 92nd
  • EIN 401(k)
  • RANK near Grande Ronde Hospital Employees' Savings Plan
  • PHOTO ind #6394

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 New Jersey →

William Grant & Sons, Inc. Savings and Investment Plan in the asset neighbourhood

Sheet Metal Workers Local No. 2 401(k) PlanSheet Metal Workers Local No…$86MMethode Electronics, Inc. 401(k) Savings PlanMethode Electronics, Inc. 40…$86MGrande Ronde Hospital Employees' Savings PlanGrande Ronde Hospital Employ…$86MWilliam Grant & Sons, Inc. Savings and Investment PlanWilliam Grant & Sons, Inc. S…$86MInside Plastics Profit Sharing and Retirement Savings PlanInside Plastics Profit Shari…$86M
End-of-year total assets ($M) among William Grant & Sons, Inc. Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$86M
Net Income-$14M
Employer EIN221757718
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William Grant & Sons Inc)

Sponsor-wide plan assets over time

All William Grant & Sons Inc plans reported in each filing year

Latest sponsor-wide plan assets
$107M 7.140373887502101% vs 2022
2024 filing year
$95M$100M$105M$110M$115M$120M 202220232024 $100M $107M ▲ +7.1%
Year Plans Participants Total Assets
2022 2 305 $100M
2023 2 310 $114M
2024 1 317 $107M

Nearby 401(k) Plans in New Jersey

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

William Grant & Sons, Inc. Savings and Investment Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants William Grant & Sons, Inc. Savings and Investment Plan, Total assets ($B): 0.085817492 · Participants: 294William Grant & Sons, Inc. Savings and Investment PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
William Grant & Sons, Inc. Savings and Investment Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare William Grant & Sons, Inc. Savings and Investment Plan side-by-side with 3 peers →

William Grant & Sons, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Grande Ronde Hospital Employees' Savings Plan in OR ($86M); by covered participants it is Bueno Foods 401(k) Plan in NM (294 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (294 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 William Grant & Sons, Inc. Savings and Investment Plan assets move in 2022? ▼
William Grant & Sons, Inc. Savings and Investment Plan pulled back noticeably - down 14.0% during 2022, from $100M to $86M. Reported net income was -$14M.
How have William Grant & Sons Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Grant & Sons Inc's sponsor-wide assets grew 7.1%, from $100M to $107M.
Where does William Grant & Sons, Inc. Savings and Investment Plan rank by assets among Form 5500 filers? ▼
William Grant & Sons, Inc. Savings and Investment Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to William Grant & Sons, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grande Ronde Hospital Employees' Savings Plan in OR ($86M, 706 participants).
Which 401(k) plans cover a similar participant headcount to William Grant & Sons, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bueno Foods 401(k) Plan in NM (294 participants, $7M 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 221757718.

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.