401(k) · DOL Form 5500 · 2022

Southern Glazer's Wine and Spirits, LLC 401(k) Plan

Data updated 2026-08-25

$1.6B
Total assets Very large vs avg
17,622
Participants Very large workforce
99th
Percentile by assets National rank
$88,125
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#6,819
in Wholesale Trade (6,843 peers)
-13.2%
assets change YoY
16×
vs typical plan assets (national mean)

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.

Southern Glazer's 401(k) Plan's outsized position by total assets

Southern Glazer's 401(k) Plan vs every filed plan by assets

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

$1,552,935,079 Top 1% higher than 99% 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

Southern Glazer's 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Glazer's 401(k) Plan is a mega filing (17,622 participants), the rightmost band on the breakdown.

EBSA filing schedule strip

Filing strip 591285786 · Southern Glazer's Wine and Spirits, LLC PY 2022 · 401(k)

Southern Glazer's 401(k) Plan · $1.6B · 17,622 · 99th

  • SCH $1.6B
  • EBSA 17,622
  • PART 99th
  • TYPE 401(k)
  • NET near The Enhanced Capital Accumulation Plan for the Employees of First-Citizens Bank & Trust Company and Adopting Related Employers Emp
  • BOOK ind #6819

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 Florida →

Southern Glazer's 401(k) Plan in the asset neighbourhood

Southern Glazer's 401(k) Plan$1.6BThe Enhanced Capital Accumulation Plan for the Employees of First-Citizens Bank & Trust Company and Adopting Related Employers EmpThe Enhanced Capital Accumul…$1.6BAllianz Asset Management of America L.P. 401(k) Savings and Retirement PlanAllianz Asset Management of …$1.6BTriad 401(k) Retirement Plan$1.5BJuniper Networks, Inc. 401(k) PlanJuniper Networks, Inc. 401(k…$1.5B
End-of-year total assets ($B) among Southern Glazer's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$1.8B
Net Assets (End of Year)$1.6B
Net Income-$233M
Employer EIN591285786
Plan Effective Date1978-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Glazer's Wine and Spirits, LLC)

Sponsor-wide plan assets over time

All Southern Glazer's Wine and Spirits, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2.1B 36.53156654374061% vs 2022
2024 filing year
$1B$2B$3B$4B 202220232024 $1.57B $2.14B ▲ +36.3%
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 Scatter plot of 6 data points. 0100000200000300000400000 051015 Total assets ($B) Participants Southern Glazer's 401(k) Plan, Total assets ($B): 1.552935079 · Participants: 17622Southern Glazer's 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Southern Glazer's 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Southern Glazer's 401(k) Plan side-by-side with 3 peers →

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's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Enhanced Capital Accumulation Plan for the Employees of First-Citizens Bank & Trust Company and Adopting Related Employers Emp in NC ($1.6B); by covered participants it is Pruitthealth, Inc. Employees 401(k) Plan and Hero Fund in GA (17,581 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17,622 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 Southern Glazer's 401(k) Plan assets move in 2022? ▼
Southern Glazer's 401(k) Plan pulled back noticeably - down 13.2% during 2022, from $1.8B to $1.6B. Reported net income was -$233M.
How have Southern Glazer's Wine and Spirits, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Glazer's Wine and Spirits, LLC's sponsor-wide assets grew 36.5%, from $1.6B to $2.1B.
Where does Southern Glazer's 401(k) Plan rank by assets among Form 5500 filers? ▼
Southern Glazer's 401(k) Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Southern Glazer's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Enhanced Capital Accumulation Plan for the Employees of First-Citizens Bank & Trust Company and Adopting Related Employers Emp in NC ($1.6B, 6,206 participants).
Which 401(k) plans cover a similar participant headcount to Southern Glazer's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pruitthealth, Inc. Employees 401(k) Plan and Hero Fund in GA (17,581 participants, $218M 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 591285786.

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.