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
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
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.
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 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
| 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 EIN | 990385602 |
| Plan Effective Date | 2013-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (59 participants); asset peers above are excluded.
- Pretzels, Inc. 401(k) (IN) 59 · 0 off
- High Point Logistics, LLC 401(k) Plan (TN) 59 · 0 off
- O.T.S. Astracon, LLC Retirement Savings Plan (NC) 59 · 0 off
- Alacriti, Inc. 401(k) Plan (NJ) 59 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.