401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-06

$1.5B
Total assets: 17,430
Participants: 99th
Percentile by assets: $88,602
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

$1.5B in assets, 17,430 participants

Southern Glazer's Wine and Spirits, LLC's Southern Glazer's 401(k) Plan reported $1.5B in total assets and 17,430 participants in its 2023 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 126,618 plans)
#6,257 in Wholesale Trade (6,291 peers)

Coverage in Florida

Southern Glazer's 401(k) Plan covers 17,430 participants in Florida, 28x the typical Florida plan (state average ~631 per filing). Assets: $1.5B.

$1.5B
total plan assets (2023 EOY): 17,430
covered participants: 99th
percentile by assets (of 126,618 plans): $88,602
avg assets per participant

Southern Glazer's 401(k) Plan reported net income rose from -$233M in the plan year 2022 filing to $200M in the plan year 2023 filing.
Southern Glazer's 401(k) Plan reported participants fell from 17,622 in the plan year 2022 filing to 17,430 in the plan year 2023 filing.
Southern Glazer's 401(k) Plan end-of-year assets fell from $1.6B in the plan year 2022 filing to $1.5B in the plan year 2023 filing.

See the national 2023→2024 release diff →

State

Florida

Industry

Wholesale Trade

Participants vs Florida filers

In Florida, the average filing covers about 631 participants across 6,304 plans. Southern Glazer's 401(k) Plan reports 17,430 participants - 28x that state average ($1.5B EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)	$1.3B
Net Assets (End of Year)	$1.5B
Net Income	$200M
Employer EIN	591285786
Plan Effective Date	1976-09-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Southern Glazer's Wine and Spirits, LLC plans on file

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 $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

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 $1.5B in end-of-year assets across 17,430 participants (0.013% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.019% of 89,805,449 covered participants) - about $88,602 per participant (65% of the national average assets-per-participant) . Net income for plan year 2023 was $200M.

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	Open filing
2023	17,430	$1.5B	This page
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.

Wec Energy Group Retirement Savings Plan (WI) $1.5B · 3,386
Sun Advantage Savings and Investment Plan (MA) $1.5B · 3,900
Advanced Drainage Systems, Inc. Retirement and Stock Ownership Plan (OH) $1.5B · 5,000
Reliance, Inc. Master 401(k) Plan (AZ) $1.5B · 10,729

Frequently Asked Questions

How did Southern Glazer's 401(k) Plan assets move in 2023? ▼

Southern Glazer's 401(k) Plan grew at a solid clip - up 14.7% during 2023, from $1.3B to $1.5B. Reported net income was $200M.

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 126,618 plans that reported assets for plan year 2023 (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 Wec Energy Group Retirement Savings Plan in WI ($1.5B, 3,386 participants).

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

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 591285786.