401(k) · DOL Form 5500 · 2023

W.J. Deutsch & Sons, Ltd. Dba Deutsch Family 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
379
Participants Below avg headcount
89th
Percentile by assets National rank
$192,782
Avg per participant Above avg balance/head
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Official DOL plan name: Deutsch Family Wine & Spirits 401(k) Savings Plan · Sponsored by W.J. Deutsch & Sons, Ltd. Dba Deutsch Family · Connecticut · Wholesale Trade

$73M in assets, 379 participants

W.J. Deutsch & Sons, Ltd. Dba Deutsch Family's Deutsch Family Wine & Spirits 401(k) Savings Plan reported $73M in total assets and 379 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #5,716 in Wholesale Trade (6,309 peers)

Where Deutsch Family Wine & Spirits 401(k) Savings Plan sits by assets

Deutsch Family Wine & Spirits 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $73M for 379 participants (~$192,782/participant), up 20.8% in 2023.

#5,716
in Wholesale Trade (6,309 peers)
+20.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Deutsch Family Wine & Spirits 401(k) Savings Plan's outsized position by total assets

Deutsch Family Wine & Spirits 401(k) Savings Plan vs every filed plan by assets

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

$73,064,335 Top 11% higher than 89% 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

Deutsch Family Wine & Spirits 401(k) Savings 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. Deutsch Family Wine & Spirits 401(k) Savings Plan sits mid-pack in the medium band (379 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Deutsch Family Wine & Spirits 401(k) Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Deutsch Family Wine & Spirits 401(k) Savings Plan end-of-year assets rose from $60M in the plan year 2022 filing to $73M in the plan year 2023 filing.
  • Deutsch Family Wine & Spirits 401(k) Savings Plan reported participants rose from 356 in the plan year 2022 filing to 379 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133539989 · W.J. Deutsch & Sons, Ltd. Dba Deutsch Family PY 2023 · 401(k)

Deutsch Family Wine & Spirits 401(k) Savings Plan · $73M · 379 · 89th

  • EBSA $73M
  • EBSA 379
  • EBSA 89th
  • EBSA 401(k)
  • EBSA near Billy Graham Evangelistic Association 401(k) Retirement Plan
  • EBSA ind #5716

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 Connecticut →

Deutsch Family Wine & Spirits 401(k) Savings Plan in the asset neighbourhood

Hutchinson Health Retirement Savings PlanHutchinson Health Retirement…$73MCurtis, Mallet-Prevost, Colt & Mosle LLP 401(k) Plan for Associates, Staff and PartnersCurtis, Mallet-Prevost, Colt…$73MBilly Graham Evangelistic Association 401(k) Retirement PlanBilly Graham Evangelistic As…$73MDeutsch Family Wine & Spirits 401(k) Savings PlanDeutsch Family Wine & Spirit…$73MCams Union Retirement Plan$73M
End-of-year total assets ($M) among Deutsch Family Wine & Spirits 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$73M
Net Income$13M
Employer EIN133539989
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W.J. Deutsch & Sons, Ltd. Dba Deutsch Family)

Sponsor-wide plan assets over time

All W.J. Deutsch & Sons, Ltd. Dba Deutsch Family plans reported in each filing year

Latest sponsor-wide plan assets
$87M 44.48443793360559% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $60.5M $87.4M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 356 $60M
2023 1 379 $73M
2024 1 371 $87M

Nearby 401(k) Plans in Connecticut

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

Deutsch Family Wine & Spirits 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Deutsch Family Wine & Spirits 401(k) Savings Plan, Total assets ($B): 0.073064335 · Participants: 379Deutsch Family Wine & Spirits 401(k) Savings PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Deutsch Family Wine & Spirits 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Deutsch Family Wine & Spirits 401(k) Savings Plan side-by-side with 3 peers →

Deutsch Family Wine & Spirits 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Billy Graham Evangelistic Association 401(k) Retirement Plan in NC ($73M); by covered participants it is Excelsior Defense Inc Retirement Plan in FL (379 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (379 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 Deutsch Family Wine & Spirits 401(k) Savings Plan assets move in 2023? ▼
Deutsch Family Wine & Spirits 401(k) Savings Plan grew sharply - up 20.8% during 2023, from $60M to $73M. Reported net income was $13M.
How have W.J. Deutsch & Sons, Ltd. Dba Deutsch Family plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W.J. Deutsch & Sons, Ltd. Dba Deutsch Family's sponsor-wide assets grew 44.5%, from $60M to $87M.
Where does Deutsch Family Wine & Spirits 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Deutsch Family Wine & Spirits 401(k) Savings Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Deutsch Family Wine & Spirits 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Billy Graham Evangelistic Association 401(k) Retirement Plan in NC ($73M, 602 participants).
Which 401(k) plans cover a similar participant headcount to Deutsch Family Wine & Spirits 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Excelsior Defense Inc Retirement Plan in FL (379 participants, $2M 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 133539989.

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.