Defined Benefit (Pension) · DOL Form 5500 · 2022

National Wine & Spirits, Inc. Pension Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
330
Participants Below avg headcount
81st
Percentile by assets National rank
$81,095
Avg per participant Below avg balance/head
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Official DOL plan name: Rndc Hourly Warehousemen & Drivers Pension Plan · Sponsored by National Wine & Spirits, Inc. · Indiana · Wholesale Trade

$27M in assets, 330 participants

National Wine & Spirits, Inc.'s Rndc Hourly Warehousemen & Drivers Pension Plan reported $27M in total assets and 330 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #5,506 in Wholesale Trade (6,843 peers)

Where Rndc Hourly Warehousemen & Drivers Pension Plan sits by assets

Rndc Hourly Warehousemen & Drivers Pension Plan sits in the top quartile of all filed plans by assets, $27M for 330 participants (~$81,095/participant), up 16.2% in 2022.

#5,506
in Wholesale Trade (6,843 peers)
+16.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Rndc Hourly Warehousemen & Drivers Pension Plan's outsized position by total assets

Rndc Hourly Warehousemen & Drivers Pension Plan vs every filed plan by assets

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

$26,761,339 Top 19% higher than 81% 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

Rndc Hourly Warehousemen & Drivers Pension 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. Rndc Hourly Warehousemen & Drivers Pension Plan sits mid-pack in the medium band (330 participants).

EBSA filing schedule strip

Filing strip 352064429 · National Wine & Spirits, Inc. PY 2022 · Defined Benefit (Pension)

Rndc Hourly Warehousemen & Drivers Pension Plan · $27M · 330 · 81st

  • 5500 $27M
  • 5500 330
  • 5500 81st
  • 5500 Defined Benefit (Pension)
  • 5500 near Dometic Corporation Pension Plan
  • 5500 ind #5506

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 Indiana →

Rndc Hourly Warehousemen & Drivers Pension Plan in the asset neighbourhood

Todd Shipyards Corporation Retirement SystemTodd Shipyards Corporation R…$27MRndc Hourly Warehousemen & Drivers Pension PlanRndc Hourly Warehousemen & D…$27MDometic Corporation Pension PlanDometic Corporation Pension …$27MRetirement Plan for Employees of Knouse Foods Cooperative, Inc.Retirement Plan for Employee…$27MOperative Plasterers and Cement Masons Union Local No. 8 Defined Benefit Pension FundOperative Plasterers and Cem…$27M
End-of-year total assets ($M) among Rndc Hourly Warehousemen & Drivers Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN352064429
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Wine & Spirits, Inc.)

Sponsor-wide plan assets over time

All National Wine & Spirits, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 26.795849041783747% vs 2022
2024 filing year
$25M$30M$35M 202220232024 $26.8M $33.9M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 330 $27M
2023 1 321 $30M
2024 1 296 $34M

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Rndc Hourly Warehousemen & Drivers Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Rndc Hourly Warehousemen & Drivers Pension Plan, Total assets ($B): 0.026761339 · Participants: 330Rndc Hourly Warehousemen & Drivers Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.231261789 · Participants: 16878The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.227971207 · Participants: 24119Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.488495807 · Participants: 9896Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.222287988 · Participants: 8650Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.05154978 · Participants: 2283Nisource Pension Plan
Rndc Hourly Warehousemen & Drivers Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Rndc Hourly Warehousemen & Drivers Pension Plan side-by-side with 3 peers →

Rndc Hourly Warehousemen & Drivers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Dometic Corporation Pension Plan in IL ($27M); by covered participants it is Union Savings Bank Retirement Plan in CT (330 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (330 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 Rndc Hourly Warehousemen & Drivers Pension Plan assets move in 2022? ▼
Rndc Hourly Warehousemen & Drivers Pension Plan grew sharply - up 16.2% during 2022, from $23M to $27M. Reported net income was $4M.
How have National Wine & Spirits, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Wine & Spirits, Inc.'s sponsor-wide assets grew 26.8%, from $27M to $34M.
Where does Rndc Hourly Warehousemen & Drivers Pension Plan rank by assets among Form 5500 filers? ▼
Rndc Hourly Warehousemen & Drivers Pension Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Rndc Hourly Warehousemen & Drivers Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Dometic Corporation Pension Plan in IL ($27M, 29 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rndc Hourly Warehousemen & Drivers Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Union Savings Bank Retirement Plan in CT (330 participants, $106M 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 352064429.

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.