401(k) · DOL Form 5500 · 2023

Sdb Wine & Spirits, Inc. 401(k) Plan

Data updated 2026-08-25

$558K
Total assets Small plan by assets
5
Participants Small participant base
19th
Percentile by assets National rank
$111,654
Avg per participant Below avg balance/head
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Official DOL plan name: Sdb 401(k) Plan. · Sponsored by Sdb Wine & Spirits, Inc. · New York · Retail Trade

$558K in assets, 5 participants

Sdb Wine & Spirits, Inc.'s Sdb 401(k) Plan. reported $558K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,503 in Retail Trade (8,414 peers)

Sdb Wine & Spirits, Inc. multi-year trail

Sdb Wine & Spirits, Inc.'s plans moved -12.6% in assets from 2022 to 2024; this filing shows Sdb 401(k) Plan. at $558K / 5 participants.

#2,503
in Retail Trade (8,414 peers)
-17.3%
assets change YoY

The plan reported a net loss of $117K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sdb 401(k) Plan. among the smaller filed plans by assets

Sdb 401(k) Plan. vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$558,272 19th percentile higher than 19% of 127,068 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 2023

Sdb 401(k) Plan. among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sdb 401(k) Plan. is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sdb 401(k) Plan. reported net income rose from -$290K in the plan year 2022 filing to -$117K in the plan year 2023 filing.
  • Sdb 401(k) Plan. end-of-year assets fell from $675K in the plan year 2022 filing to $558K in the plan year 2023 filing.
  • Sdb 401(k) Plan. reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 812629853 · Sdb Wine & Spirits, Inc. PY 2023 · 401(k)

Sdb 401(k) Plan. · $558K · 5 · 19th

  • PHOTO $558K
  • IND 5
  • EOY 19th
  • 5500 401(k)
  • ASSETS near Uber Investments, Inc. 401(k) Plan
  • PCT ind #2503

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 Retail Trade retirement plans → · Plans in New York →

Sdb 401(k) Plan. in the asset neighbourhood

Sdb 401(k) Plan.$558KUber Investments, Inc. 401(k) PlanUber Investments, Inc. 401(k…$558KBobcat North America, LLC$558K403(b) Thrift Plan for Employees of Magic City Enterprises403(b) Thrift Plan for Emplo…$558KToast, Four Corners, Inc. 401(k) PlanToast, Four Corners, Inc. 40…$558K
End-of-year total assets ($M) among Sdb 401(k) Plan. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sdb Wine & Spirits, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$590K 12.610544771743188% vs 2022
2024 filing year
$0.5M$0.55M$0.6M$0.65M$0.7M 202220232024 $0.68M $0.59M ▼ -13.2%
Year Plans Participants Total Assets
2022 1 6 $675K
2023 1 5 $558K
2024 1 6 $590K

Sdb Wine & Spirits, Inc. filing trail (2023)

Total Assets (Beginning of Year)$675K
Net Assets (End of Year)$558K
Net Income-$117K
Employer EIN812629853
Plan Effective Date2016-05-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Sdb 401(k) Plan. vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sdb 401(k) Plan., Total assets ($B): 0.000558272 · Participants: 5Sdb 401(k) Plan.IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Sdb 401(k) Plan. vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sdb 401(k) Plan. side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Uber Investments, Inc. 401(k) Plan in WY ($558K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($558K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sdb 401(k) Plan. assets move in 2023? ▼
Sdb 401(k) Plan. declined sharply - down 17.3% during 2023, from $675K to $558K. Reported net income was -$117K.
How have Sdb Wine & Spirits, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sdb Wine & Spirits, Inc.'s sponsor-wide assets declined 12.6%, from $675K to $590K.
Where does Sdb 401(k) Plan. rank by assets among Form 5500 filers? ▼
Sdb 401(k) Plan. ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sdb 401(k) Plan.? ▼
Among 401(k) plans in other states, the closest by assets is Uber Investments, Inc. 401(k) Plan in WY ($558K, 16 participants).
Which 401(k) plans cover a similar participant headcount to Sdb 401(k) Plan.? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 812629853.

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.