Profit Sharing · DOL Form 5500 · 2023

Atlantic Wine & Liquor Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$391,539
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Atlantic Wine & Liquor Profit Sharing Plan · Sponsored by Atlantic Wine & Liquor · New York · Retail Trade

$1M in assets, 3 participants

Atlantic Wine & Liquor's Atlantic Wine & Liquor Profit Sharing Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,158 in Retail Trade (8,414 peers)

Atlantic Wine & Liquor multi-year trail

Atlantic Wine & Liquor's plans moved +10.2% in assets from 2022 to 2023; this filing shows Atlantic Wine & Liquor Profit Sharing Plan at $1M / 3 participants.

#3,158
in Retail Trade (8,414 peers)
+10.2%
assets growth YoY

Atlantic Wine & Liquor Profit Sharing Plan among the smaller filed plans by assets

Atlantic Wine & Liquor Profit Sharing Plan vs every filed plan by assets

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

$1,174,616 25th percentile higher than 25% 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

Atlantic Wine & Liquor Profit Sharing 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. Atlantic Wine & Liquor Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Atlantic Wine & Liquor Profit Sharing Plan reported net income rose from -$105K in the plan year 2022 filing to $109K in the plan year 2023 filing.
  • Atlantic Wine & Liquor Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 112517498 · Atlantic Wine & Liquor PY 2023 · Profit Sharing

Atlantic Wine & Liquor Profit Sharing Plan · $1M · 3 · 25th

  • EBSA $1M
  • EBSA 3
  • EBSA 25th
  • EBSA Profit Sharing
  • EBSA near Self Storage Properties, Inc. Retirement Plan
  • EBSA ind #3158

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 New York →

Atlantic Wine & Liquor Profit Sharing Plan in the asset neighbourhood

Baldwin Properties and Capital, Inc. Retirement PlanBaldwin Properties and Capit…$1MEmployees Profit-Sharing Plan$1MAtlantic Wine & Liquor Profit Sharing PlanAtlantic Wine & Liquor Profi…$1MSelf Storage Properties, Inc. Retirement PlanSelf Storage Properties, Inc…$1MNexten Inc. Retirement Plan$1M
End-of-year total assets ($M) among Atlantic Wine & Liquor Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Atlantic Wine & Liquor multi-year asset trail

Sponsor-wide plan assets over time

All Atlantic Wine & Liquor plans reported in each filing year

Latest sponsor-wide plan assets
$1M 10.202660927374753% vs 2022
2023 filing year
$1.05M$1.1M$1.15M$1.2M 20222023 $1.07M $1.17M ▲ +9.3%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M

Atlantic Wine & Liquor filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$109K
Employer EIN112517498
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Atlantic Wine & Liquor Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Atlantic Wine & Liquor Profit Sharing Plan, Total assets ($B): 0.001174616 · Participants: 3Atlantic Wine & Liquor Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Atlantic Wine & Liquor Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Atlantic Wine & Liquor Profit Sharing Plan side-by-side with 3 peers →

Atlantic Wine & Liquor Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Self Storage Properties, Inc. Retirement Plan in FL ($1M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Atlantic Wine & Liquor Profit Sharing Plan assets move in 2023? ▼
Atlantic Wine & Liquor Profit Sharing Plan grew at a solid clip - up 10.2% during 2023, from $1M to $1M. Reported net income was $109K.
How have Atlantic Wine & Liquor plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Atlantic Wine & Liquor's sponsor-wide assets grew 10.2%, from $1M to $1M.
Where does Atlantic Wine & Liquor Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Atlantic Wine & Liquor Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Atlantic Wine & Liquor Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Self Storage Properties, Inc. Retirement Plan in FL ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Atlantic Wine & Liquor Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 112517498.

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.