401(k) · DOL Form 5500 · 2022

Dayton Heidelberg Distributing Co., LLC 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
1,250
Participants Near avg headcount
92nd
Percentile by assets National rank
$72,388
Avg per participant Below avg balance/head
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Official DOL plan name: Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan · Sponsored by Dayton Heidelberg Distributing Co., LLC · Ohio · Wholesale Trade

$90M in assets, 1,250 participants

Dayton Heidelberg Distributing Co., LLC's Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan reported $90M in total assets and 1,250 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.

  • #6,411 in Wholesale Trade (6,843 peers)

Where Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan sits by assets

Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan sits in the top 10% of all filed plans by assets, $90M for 1,250 participants (~$72,388/participant), down 20.7% in 2022.

#6,411
in Wholesale Trade (6,843 peers)
-20.7%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan's outsized position by total assets

Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan vs every filed plan by assets

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

$90,485,052 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

Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan lands in the large band (1,250 participants).

Published 5500 schedule card

Filing strip 310620091 · Dayton Heidelberg Distributing Co., LLC PY 2022 · 401(k)

Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan · $90M · 1,250 · 92nd

  • 5500 $90M
  • 5500 1,250
  • 5500 92nd
  • 5500 401(k)
  • 5500 near Gemini Group Employees' 401(k) Savings Plan
  • 5500 ind #6411

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 Ohio →

Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan in the asset neighbourhood

Gemini Group Employees' 401(k) Savings PlanGemini Group Employees' 401(…$91MRadiology Associates, P.a. Profit Sharing PlanRadiology Associates, P.a. P…$91MDayton-Heidelberg/Ohio Valley Wine 401(k) PlanDayton-Heidelberg/Ohio Valle…$90MEnerflex Inc. and Subsidiaries Matched Savings PlanEnerflex Inc. and Subsidiari…$90MCache Creek 401(k) Plan$90M
End-of-year total assets ($M) among Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$114M
Net Assets (End of Year)$90M
Net Income-$24M
Employer EIN310620091
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dayton Heidelberg Distributing Co., LLC)

Sponsor-wide plan assets over time

All Dayton Heidelberg Distributing Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$111M 10.707014574036902% vs 2022
2024 filing year
$95M$100M$105M$110M$115M 202220232024 $99.8M $111M ▲ +10.7%
Year Plans Participants Total Assets
2022 3 1,535 $100M
2023 3 1,868 $106M
2024 2 1,890 $111M

Nearby 401(k) Plans in Ohio

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

Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan, Total assets ($B): 0.090485052 · Participants: 1250Dayton-Heidelberg/Ohio Valley Wine 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan side-by-side with 3 peers →

Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Gemini Group Employees' 401(k) Savings Plan in MI ($91M); by covered participants it is NECA - IBEW Local Union No. 584 Profit Sharing Plan in TX (1,250 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($90M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,250 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 Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan assets move in 2022? ▼
Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan declined sharply - down 20.7% during 2022, from $114M to $90M. Reported net income was -$24M.
How have Dayton Heidelberg Distributing Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dayton Heidelberg Distributing Co., LLC's sponsor-wide assets grew 10.7%, from $100M to $111M.
Where does Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan rank by assets among Form 5500 filers? ▼
Dayton-Heidelberg/Ohio Valley Wine 401(k) 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 Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gemini Group Employees' 401(k) Savings Plan in MI ($91M, 1,094 participants).
Which 401(k) plans cover a similar participant headcount to Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is NECA - IBEW Local Union No. 584 Profit Sharing Plan in TX (1,250 participants, $25M 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 310620091.

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.