ESOP · DOL Form 5500 · 2022

Astor Wines and Spirits, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
77
Participants Small participant base
42nd
Percentile by assets National rank
$42,805
Avg per participant Low balance/head
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Official DOL plan name: Astor Wines & Spirits, Inc. Employee Stock Ownership Plan · Sponsored by Astor Wines and Spirits, Inc. · New York · Wholesale Trade

$3M in assets, 77 participants

Astor Wines and Spirits, Inc.'s Astor Wines & Spirits, Inc. Employee Stock Ownership Plan reported $3M in total assets and 77 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,016 in Wholesale Trade (6,843 peers)

Astor Wines and Spirits, Inc. multi-year trail

Astor Wines and Spirits, Inc.'s plans moved +34.5% in assets from 2022 to 2024; this filing shows Astor Wines & Spirits, Inc. Employee Stock Ownership Plan at $3M / 77 participants.

#2,016
in Wholesale Trade (6,843 peers)
-84.9%
assets change YoY

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Astor Wines & Spirits, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Astor Wines & Spirits, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,296,000 42nd percentile higher than 42% 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

Astor Wines & Spirits, Inc. Employee Stock Ownership 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. Astor Wines & Spirits, Inc. Employee Stock Ownership Plan is a small filing (77 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 132667677 · Astor Wines and Spirits, Inc. PY 2022 · ESOP

Astor Wines & Spirits, Inc. Employee Stock Ownership Plan · $3M · 77 · 42nd

  • TYPE $3M
  • TYPE 77
  • TYPE 42nd
  • TYPE ESOP
  • TYPE near Mediu, Inc. Employee Stock Ownership Plan
  • TYPE ind #2016

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 What is an ESOP? → · Plans in New York →

Astor Wines & Spirits, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Astor Wines & Spirits, Inc. Employee Stock Ownership PlanAstor Wines & Spirits, Inc. …$3MMediu, Inc. Employee Stock Ownership PlanMediu, Inc. Employee Stock O…$3MEver-Roll Employee Stock Ownership PlanEver-Roll Employee Stock Own…$3MBerardi + Partners Employee Stock Ownership PlanBerardi + Partners Employee …$3MParagus Strategic It Employee Stock Ownership PlanParagus Strategic It Employe…$3M
End-of-year total assets ($M) among Astor Wines & Spirits, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Astor Wines and Spirits, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Astor Wines and Spirits, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 34.5492718446602% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.3M $4.43M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 77 $3M
2023 1 57 $4M
2024 1 49 $4M

Astor Wines and Spirits, Inc. filing trail (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)-$20M
Net Income-$20M
Employer EIN132667677
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

Peer ESOP plans, same state, same plan type, ranked by total assets.

Astor Wines & Spirits, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Astor Wines & Spirits, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.296 · Participants: 77Astor Wines & Spirits, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Astor Wines & Spirits, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants

Astor Wines & Spirits, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Mediu, Inc. Employee Stock Ownership Plan in OH ($3M); by covered participants it is Spiezle Group, Inc. Employee Stock Ownership Plan in NJ (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Astor Wines & Spirits, Inc. Employee Stock Ownership Plan assets move in 2022?
Astor Wines & Spirits, Inc. Employee Stock Ownership Plan contracted severely - down 84.9% during 2022, from $22M to $3M. Reported net income was -$20M.
How have Astor Wines and Spirits, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Astor Wines and Spirits, Inc.'s sponsor-wide assets grew 34.5%, from $3M to $4M.
Which ESOP plans are similar in size to Astor Wines & Spirits, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Mediu, Inc. Employee Stock Ownership Plan in OH ($3M, 27 participants).
Which ESOP plans cover a similar participant headcount to Astor Wines & Spirits, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Spiezle Group, Inc. Employee Stock Ownership Plan in NJ (77 participants, $10M in assets).