401(k) · DOL Form 5500 · 2023

S & J Liquors Inc. 401(k) Plan

Data updated 2026-08-25

$214K
Total assets Small plan by assets
2
Participants Small participant base
11th
Percentile by assets National rank
$107,011
Avg per participant Below avg balance/head
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Official DOL plan name: S & J Liquors Inc. 401(k) Plan · Sponsored by S & J Liquors Inc. · South Carolina · Retail Trade

$214K in assets, 2 participants

S & J Liquors Inc.'s S & J Liquors Inc. 401(k) Plan reported $214K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,516 in Retail Trade (8,414 peers)

What the 2023 filing shows

S & J Liquors Inc. 401(k) Plan holds $214K for 2 participants - about $107,011 per participant, among the smaller plans by assets on file.

#1,516
in Retail Trade (8,414 peers)
-2.4%
assets change YoY

The plan reported a net loss of $5K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

S & J Liquors Inc. 401(k) Plan among the smaller filed plans by assets

S & J Liquors Inc. 401(k) Plan vs every filed plan by assets

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

$214,021 11th percentile higher than 11% 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

S & J Liquors Inc. 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. S & J Liquors Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • S & J Liquors Inc. 401(k) Plan reported net income fell from $2K in the plan year 2022 filing to -$5K in the plan year 2023 filing.
  • S & J Liquors Inc. 401(k) Plan end-of-year assets fell from $219K in the plan year 2022 filing to $214K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 824845874 · S & J Liquors Inc. PY 2023 · 401(k)

S & J Liquors Inc. 401(k) Plan · $214K · 2 · 11th

  • PHOTO $214K
  • PHOTO 2
  • PHOTO 11th
  • PHOTO 401(k)
  • PHOTO near Smiths' Do-Nut Company, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #1516

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 South Carolina →

S & J Liquors Inc. 401(k) Plan in the asset neighbourhood

S & J Liquors Inc. 401(k) PlanS & J Liquors Inc. 401(k) Pl…$214KSmiths' Do-Nut Company, Inc. 401(k) Profit Sharing PlanSmiths' Do-Nut Company, Inc.…$214KIntelgica 401(k) Plan$214KOhana Care Referral Services, Inc. 401(k) Profit Sharing PlanOhana Care Referral Services…$214KHilltop Vista Holdings, Inc. 401(k) PlanHilltop Vista Holdings, Inc.…$214K
End-of-year total assets ($M) among S & J Liquors Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$219K
Net Assets (End of Year)$214K
Net Income-$5K
Employer EIN824845874
Plan Effective Date2018-03-17
Filing StatusFILING RECEIVED

Sponsor Plan History (S & J Liquors Inc.)

Sponsor-wide plan assets over time

All S & J Liquors Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$227K 3.442709663298435% vs 2022
2024 filing year
$0.2M$0.21M$0.22M$0.23M$0.24M 202220232024 $0.22M $0.23M ▲ +4.5%
Year Plans Participants Total Assets
2022 1 2 $219K
2023 1 2 $214K
2024 1 2 $227K

Nearby 401(k) Plans in South Carolina

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

S & J Liquors Inc. 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants S & J Liquors Inc. 401(k) Plan, Total assets ($B): 0.000214021 · Participants: 2S & J Liquors Inc. 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
S & J Liquors Inc. 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare S & J Liquors Inc. 401(k) Plan side-by-side with 3 peers →

S & J Liquors Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Smiths' Do-Nut Company, Inc. 401(k) Profit Sharing Plan in LA ($214K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 S & J Liquors Inc. 401(k) Plan assets move in 2023? ▼
S & J Liquors Inc. 401(k) Plan edged down modestly - down 2.4% during 2023, from $219K to $214K. Reported net income was -$5K.
How have S & J Liquors Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S & J Liquors Inc.'s sponsor-wide assets grew 3.4%, from $219K to $227K.
Where does S & J Liquors Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
S & J Liquors Inc. 401(k) Plan ranks in the 11th 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 S & J Liquors Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smiths' Do-Nut Company, Inc. 401(k) Profit Sharing Plan in LA ($214K, 3 participants).
Which 401(k) plans cover a similar participant headcount to S & J Liquors Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 824845874.

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.