401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$7M
Total assets Small plan by assets
337
Participants Below avg headcount
51st
Percentile by assets National rank
$20,921
Avg per participant Low balance/head
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Official DOL plan name: Southern Glazer's Union 401(k) Plan · Sponsored by Southern Glazer's Wine and Spirits, LLC · Florida · Wholesale Trade

$7M in assets, 337 participants

Southern Glazer's Wine and Spirits, LLC's Southern Glazer's Union 401(k) Plan reported $7M in total assets and 337 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #2,593 in Wholesale Trade (6,309 peers)

Southern Glazer's Wine and Spirits, LLC multi-year trail

Southern Glazer's Wine and Spirits, LLC's plans moved +36.5% in assets from 2022 to 2024; this filing shows Southern Glazer's Union 401(k) Plan at $7M / 337 participants.

#2,593
in Wholesale Trade (6,309 peers)
+22.5%
assets growth YoY

Southern Glazer's Union 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

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

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

$7,050,339 Top 49% higher than 51% 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

Southern Glazer's Union 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Glazer's Union 401(k) Plan sits mid-pack in the medium band (337 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Glazer's Union 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Southern Glazer's Union 401(k) Plan end-of-year assets fell from $12M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Southern Glazer's Union 401(k) Plan reported participants fell from 388 in the plan year 2022 filing to 337 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 591285786 · Southern Glazer's Wine and Spirits, LLC PY 2023 · 401(k)

Southern Glazer's Union 401(k) Plan · $7M · 337 · 51st

  • TYPE $7M
  • TYPE 337
  • TYPE 51st
  • TYPE 401(k)
  • TYPE near Bci Acrylic, Inc. 401(k) Plan
  • TYPE ind #2593

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 Union 401(k) Plan in the asset neighbourhood

Southern Glazer's Union 401(k) PlanSouthern Glazer's Union 401(…$7MBci Acrylic, Inc. 401(k) Plan$7MJohnston & Associates, Inc. Profit Sharing PlanJohnston & Associates, Inc. …$7MCulver Tool & Engineering, LLC 401(k) Plan & TrustCulver Tool & Engineering, L…$7MCompass Youth Services, LLC 401(k) PlanCompass Youth Services, LLC …$7M
End-of-year total assets ($M) among Southern Glazer's Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Southern Glazer's Wine and Spirits, LLC multi-year asset trail

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

Southern Glazer's Wine and Spirits, LLC filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN591285786
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Southern Glazer's Union 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Southern Glazer's Union 401(k) Plan, Total assets ($B): 0.007050339 · Participants: 337Southern Glazer's Union 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Southern Glazer's Union 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Southern Glazer's Union 401(k) Plan side-by-side with 3 peers →

Southern Glazer's Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Bci Acrylic, Inc. 401(k) Plan in IL ($7M); by covered participants it is Nlmk USA Non-Union 401(k) Savings Plan in PA (337 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (337 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 Southern Glazer's Union 401(k) Plan assets move in 2023? ▼
Southern Glazer's Union 401(k) Plan grew sharply - up 22.5% during 2023, from $6M to $7M. Reported net income was $1M.
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.
Which 401(k) plans are similar in size to Southern Glazer's Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bci Acrylic, Inc. 401(k) Plan in IL ($7M, 301 participants).
Which 401(k) plans cover a similar participant headcount to Southern Glazer's Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nlmk USA Non-Union 401(k) Savings Plan in PA (337 participants, $66M 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 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.