401(k) · DOL Form 5500 · 2022

Southern Glazer's Wine & Spirits of New York, LLC 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
381
Participants Below avg headcount
88th
Percentile by assets National rank
$131,488
Avg per participant Near avg balance/head
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Official DOL plan name: Sgws of New York Sales, Warehouse and Clerical 401(k) Plan · Sponsored by Southern Glazer's Wine & Spirits of New York, LLC · New York · Wholesale Trade

$50M in assets, 381 participants

Southern Glazer's Wine & Spirits of New York, LLC's Sgws of New York Sales, Warehouse and Clerical 401(k) Plan reported $50M in total assets and 381 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,102 in Wholesale Trade (6,843 peers)

Coverage in New York

Sgws of New York Sales, Warehouse and Clerical 401(k) Plan covers 381 participants in New York, about 48% of the average New York filer (state average ~798 per filing). Assets: $50M.

#6,102
in Wholesale Trade (6,843 peers)
-12.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sgws of New York Sales, Warehouse and Clerical 401(k) Plan's outsized position by total assets

Sgws of New York Sales, Warehouse and Clerical 401(k) Plan vs every filed plan by assets

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

$50,097,080 Top 12% higher than 88% 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

Sgws of New York Sales, Warehouse and Clerical 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sgws of New York Sales, Warehouse and Clerical 401(k) Plan sits mid-pack in the medium band (381 participants).

EBSA filing schedule strip

Filing strip 650879542 · Southern Glazer's Wine & Spirits of New York, LLC PY 2022 · 401(k)

Sgws of New York Sales, Warehouse and Clerical 401(k) Plan · $50M · 381 · 88th

  • NET $50M
  • NET 381
  • NET 88th
  • NET 401(k)
  • NET near Cascade Pension Trust
  • NET ind #6102

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 New York →

Sgws of New York Sales, Warehouse and Clerical 401(k) Plan in the asset neighbourhood

Sgws of New York Sales, Warehouse and Clerical 401(k) PlanSgws of New York Sales, Ware…$50MCascade Pension Trust$50MThe Foodland Profit Sharing Investment PlanThe Foodland Profit Sharing …$50MBi-Con Services, Inc. 401(k) Profit Sharing PlanBi-Con Services, Inc. 401(k)…$50MRk Industries, LLC Salary Savings PlanRk Industries, LLC Salary Sa…$50M
End-of-year total assets ($M) among Sgws of New York Sales, Warehouse and Clerical 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$50M
Net Income-$7M
Employer EIN650879542
Plan Effective Date2004-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Glazer's Wine & Spirits of New York, LLC)

Sponsor-wide plan assets over time

All Southern Glazer's Wine & Spirits of New York, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$73M 44.92278791498427% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $50.1M $72.6M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 381 $50M
2023 2 732 $110M
2024 1 358 $73M

Nearby 401(k) Plans in New York

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

Sgws of New York Sales, Warehouse and Clerical 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sgws of New York Sales, Warehouse and Clerical 401(k) Plan, Total assets ($B): 0.05009708 · Participants: 381Sgws of New York Sales, Warehouse and Clerical 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Sgws of New York Sales, Warehouse and Clerical 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sgws of New York Sales, Warehouse and Clerical 401(k) Plan side-by-side with 3 peers →

Sgws of New York Sales, Warehouse and Clerical 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cascade Pension Trust in OR ($50M); by covered participants it is T/J Inspection, Inc. 401(k) Plan in OK (381 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Similar participant headcount

Nearest other-state filings by covered participants (381 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 Sgws of New York Sales, Warehouse and Clerical 401(k) Plan assets move in 2022? ▼
Sgws of New York Sales, Warehouse and Clerical 401(k) Plan pulled back noticeably - down 12.1% during 2022, from $57M to $50M. Reported net income was -$7M.
How have Southern Glazer's Wine & Spirits of New York, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Glazer's Wine & Spirits of New York, LLC's sponsor-wide assets grew 44.9%, from $50M to $73M.
Where does Sgws of New York Sales, Warehouse and Clerical 401(k) Plan rank by assets among Form 5500 filers? ▼
Sgws of New York Sales, Warehouse and Clerical 401(k) Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sgws of New York Sales, Warehouse and Clerical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cascade Pension Trust in OR ($50M, 446 participants).
Which 401(k) plans cover a similar participant headcount to Sgws of New York Sales, Warehouse and Clerical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T/J Inspection, Inc. 401(k) Plan in OK (381 participants, $3M 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 650879542.

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.