401(k) · DOL Form 5500 · 2023

Stoli Group USA, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
59
Participants Small participant base
54th
Percentile by assets National rank
$136,947
Avg per participant Near avg balance/head
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Official DOL plan name: Stoli Group USA, LLC 401(k) Plan · Sponsored by Stoli Group USA, LLC · New York · Wholesale Trade

$8M in assets, 59 participants

Stoli Group USA, LLC's Stoli Group USA, LLC 401(k) Plan reported $8M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,814 in Wholesale Trade (6,309 peers)

2023 asset change

Stoli Group USA, LLC 401(k) Plan grew sharply 15.2% in 2023 ($7M → $8M) for 59 participants.

#2,814
in Wholesale Trade (6,309 peers)
+15.2%
assets growth YoY

Stoli Group USA, LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Stoli Group USA, LLC 401(k) Plan vs every filed plan by assets

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

$8,079,850 Top 46% higher than 54% 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

Stoli Group USA, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stoli Group USA, LLC 401(k) Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stoli Group USA, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Stoli Group USA, LLC 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Stoli Group USA, LLC 401(k) Plan reported participants fell from 63 in the plan year 2022 filing to 59 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 990385602 · Stoli Group USA, LLC PY 2023 · 401(k)

Stoli Group USA, LLC 401(k) Plan · $8M · 59 · 54th

  • BOY $8M
  • SCH 59
  • EBSA 54th
  • PART 401(k)
  • TYPE near Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan
  • NET ind #2814

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 →

Stoli Group USA, LLC 401(k) Plan in the asset neighbourhood

Stoli Group USA, LLC 401(k) PlanStoli Group USA, LLC 401(k) …$8MDalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps PlanDalene Hardwood Flooring Co.…$8MRegional Telecom Services Associates, LLC 401(k) PlanRegional Telecom Services As…$8MLyman Products Corporation 401(k) PlanLyman Products Corporation 4…$8MCleveland Hardware and Forging Co. Profit SharingCleveland Hardware and Forgi…$8M
End-of-year total assets ($M) among Stoli Group USA, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stoli Group USA, LLC years around the 2023 move

Sponsor-wide plan assets over time

All Stoli Group USA, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 7.903170575625151% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 202220232024 $7.01M $7.57M ▲ +8.0%
Year Plans Participants Total Assets
2022 1 63 $7M
2023 1 59 $8M
2024 1 61 $8M

2023 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN990385602
Plan Effective Date2013-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Stoli Group USA, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Stoli Group USA, LLC 401(k) Plan, Total assets ($B): 0.00807985 · Participants: 59Stoli Group USA, LLC 401(k) PlanIBM 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
Stoli Group USA, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Stoli Group USA, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan in CT ($8M); by covered participants it is Pretzels, Inc. 401(k) in IN (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Stoli Group USA, LLC 401(k) Plan assets move in 2023?
Stoli Group USA, LLC 401(k) Plan grew sharply - up 15.2% during 2023, from $7M to $8M. Reported net income was $1M.
How have Stoli Group USA, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Stoli Group USA, LLC's sponsor-wide assets grew 7.9%, from $7M to $8M.
Which 401(k) plans are similar in size to Stoli Group USA, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan in CT ($8M, 82 participants).
Which 401(k) plans cover a similar participant headcount to Stoli Group USA, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) in IN (59 participants, N/A in assets).