401(k) · DOL Form 5500 · 2023

Traditions Spirits Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
371
Participants Below avg headcount
30th
Percentile by assets National rank
$5,065
Avg per participant Low balance/head
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Official DOL plan name: Traditions Spirits Inc 401(k) Plan · Sponsored by Traditions Spirits Inc · Oklahoma · Food Services & Accommodation

$2M in assets, 371 participants

Traditions Spirits Inc's Traditions Spirits Inc 401(k) Plan reported $2M in total assets and 371 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,523 in Food Services & Accommodation (3,828 peers)

Coverage in Oklahoma

Traditions Spirits Inc 401(k) Plan covers 371 participants in Oklahoma, about 49% of the average Oklahoma filer (state average ~760 per filing). Assets: $2M.

#2,523
in Food Services & Accommodation (3,828 peers)
+81.9%
assets growth YoY

Traditions Spirits Inc 401(k) Plan among the smaller filed plans by assets

Traditions Spirits Inc 401(k) Plan vs every filed plan by assets

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

$1,878,965 30th percentile higher than 30% 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

Traditions Spirits Inc 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Traditions Spirits Inc 401(k) Plan sits mid-pack in the medium band (371 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Traditions Spirits Inc 401(k) Plan reported net income rose from $62K in the plan year 2022 filing to $842K in the plan year 2023 filing.
  • Traditions Spirits Inc 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Traditions Spirits Inc 401(k) Plan reported participants rose from 219 in the plan year 2022 filing to 371 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 208458527 · Traditions Spirits Inc PY 2023 · 401(k)

Traditions Spirits Inc 401(k) Plan · $2M · 371 · 30th

  • PHOTO $2M
  • PHOTO 371
  • PHOTO 30th
  • PHOTO 401(k)
  • PHOTO near Hogsalt 401(k) Plan
  • PHOTO ind #2523

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 Food Services & Accommodation retirement plans → · Plans in Oklahoma →

Traditions Spirits Inc 401(k) Plan in the asset neighbourhood

Traditions Spirits Inc 401(k) PlanTraditions Spirits Inc 401(k…$2MHogsalt 401(k) Plan$2MProcentia Inc. 401(k) Plan$2MDouthit Communications, Inc. 401(k) Retirement Savings PlanDouthit Communications, Inc.…$2MHumphries Holdings, Inc. 401(k) PlanHumphries Holdings, Inc. 401…$2M
End-of-year total assets ($M) among Traditions Spirits Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$842K
Employer EIN208458527
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Traditions Spirits Inc)

Sponsor-wide plan assets over time

All Traditions Spirits Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 173.30308593205373% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $1.03M $2.82M ▲ +173.8%
Year Plans Participants Total Assets
2022 1 219 $1M
2023 1 371 $2M
2024 1 897 $3M

Nearby 401(k) Plans in Oklahoma

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

Traditions Spirits Inc 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Traditions Spirits Inc 401(k) Plan, Total assets ($B): 0.001878965 · Participants: 371Traditions Spirits Inc 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Traditions Spirits Inc 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Traditions Spirits Inc 401(k) Plan side-by-side with 3 peers →

Traditions Spirits Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Hogsalt 401(k) Plan in IL ($2M); by covered participants it is Grant Street Group, Inc. 401(k) Plan in PA (371 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (371 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 Traditions Spirits Inc 401(k) Plan assets move in 2023? ▼
Traditions Spirits Inc 401(k) Plan surged - up 81.9% during 2023, from $1M to $2M. Reported net income was $842K.
How have Traditions Spirits Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Traditions Spirits Inc's sponsor-wide assets grew 173.3%, from $1M to $3M.
Which 401(k) plans are similar in size to Traditions Spirits Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hogsalt 401(k) Plan in IL ($2M, 589 participants).
Which 401(k) plans cover a similar participant headcount to Traditions Spirits Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grant Street Group, Inc. 401(k) Plan in PA (371 participants, $40M 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 208458527.

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.