401(k) · DOL Form 5500 · 2022
Southern Glazer's Wine and Spirits, LLC 401(k) Plan
Data updated 2026-08-11
- $1.6B
- Total assets
- 17,622
- Participants
- 99th
- Percentile by assets
- $88,125
- Avg per participant
Official DOL plan name: Southern Glazer's 401(k) Plan · Sponsored by Southern Glazer's Wine and Spirits, LLC · Florida · Wholesale Trade
$1.6B in assets, 17,622 participants
Southern Glazer's Wine and Spirits, LLC's Southern Glazer's 401(k) Plan reported $1.6B in total assets and 17,622 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,126 plans)
- #6,819 in Wholesale Trade (6,843 peers)
Coverage in Florida
Southern Glazer's 401(k) Plan covers 17,622 participants in Florida, 28x the typical Florida plan (state average ~628 per filing). Assets: $1.6B.
- $1.6B
- total plan assets (2022 EOY)
- 17,622
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $88,125
- avg assets per participant
The plan reported a net loss of $233M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Southern Glazer's 401(k) Plan reports 17,622 participants - 28x that state average ($1.6B EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $1.8B |
|---|---|
| Net Assets (End of Year) | $1.6B |
| Net Income | -$233M |
| Employer EIN | 591285786 |
| Plan Effective Date | 1978-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Glazer's Wine and Spirits, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 18,010 | $1.6B |
| 2023 | 4 | 37,205 | $3.4B |
| 2024 | 2 | 20,043 | $2.1B |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Southern Glazer's 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Scale composition for Southern Glazer's 401(k) Plan
Southern Glazer's 401(k) Plan reports $1.6B in end-of-year assets across 17,622 participants (0.013% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $88,125 per participant (64% of the national average assets-per-participant) . Net income for plan year 2022 was -$233M.
This plan identity (EIN 591285786, plan #001) has 4 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $2.1B (+33.4%) while covered participants moved from 17,622 to 18,867 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,622 | $1.6B | This page |
| 2023 | 17,430 | $1.5B | Open filing |
| 2023 | 18,617 | $1.9B | Open filing |
| 2024 · index core | 18,867 | $2.1B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Southern Glazer's 401(k) Plan (401(k), $2.1B, 18,867 participants)
- Southern Glazer's Union 401(k) Plan (401(k), $66M, 1,176 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Southern Glazer's 401(k) Plan by total assets, not by location.
- The Enhanced Capital Accumulation Plan for the Employees of First-Citizens Bank & Trust Company and Adopting Related Employers Emp (NC) $1.6B · 6,206
- Allianz Asset Management of America L.P. 401(k) Savings and Retirement Plan (CA) $1.6B · 2,665
- Triad 401(k) Retirement Plan (NM) $1.5B · 8,535
- Juniper Networks, Inc. 401(k) Plan (CA) $1.5B · 4,486
Frequently Asked Questions
How did Southern Glazer's 401(k) Plan assets move in 2022? ▼
How have Southern Glazer's Wine and Spirits, LLC plan assets changed over time? ▼
Where does Southern Glazer's 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Southern Glazer's 401(k) Plan? ▼
Next read for Southern Glazer's 401(k) Plan
Filing takeaways
Ways to act on Southern Glazer's 401(k) Plan's numbers.
- By total assets, Southern Glazer's 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Southern Glazer's Wine and Spirits, LLC's sponsor-wide assets have grown 36.5% since 2022 across 3 plan years on file. More Wholesale Trade plans