401(k) · DOL Form 5500 · 2023

Four Roses Distillery LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
112
Participants Small participant base
72nd
Percentile by assets National rank
$174,878
Avg per participant Above avg balance/head
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Official DOL plan name: Four Roses Distillery LLC Savings Plan · Sponsored by Four Roses Distillery LLC · Kentucky · Manufacturing

$20M in assets, 112 participants

Four Roses Distillery LLC's Four Roses Distillery LLC Savings Plan reported $20M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #11,610 in Manufacturing (18,722 peers)

Coverage in Kentucky

Four Roses Distillery LLC Savings Plan covers 112 participants in Kentucky, about 17% of the average Kentucky filer (state average ~647 per filing). Assets: $20M.

#11,610
in Manufacturing (18,722 peers)
+25.4%
assets growth YoY

Four Roses Distillery LLC Savings Plan's outsized position by total assets

Four Roses Distillery LLC Savings Plan vs every filed plan by assets

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

$19,586,311 Top 28% higher than 72% 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

Four Roses Distillery LLC 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. Four Roses Distillery LLC Savings Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Four Roses Distillery LLC Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Four Roses Distillery LLC Savings Plan reported participants rose from 84 in the plan year 2022 filing to 112 in the plan year 2023 filing.
  • Four Roses Distillery LLC Savings Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 061636822 · Four Roses Distillery LLC PY 2023 · 401(k)

Four Roses Distillery LLC Savings Plan · $20M · 112 · 72nd

  • EOY $20M
  • 5500 112
  • ASSETS 72nd
  • PCT 401(k)
  • EIN near The Turelk, Inc. Profit Sharing/401(k) Plan
  • RANK ind #11610

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 Manufacturing retirement plans → · Plans in Kentucky →

Four Roses Distillery LLC Savings Plan in the asset neighbourhood

Four Roses Distillery LLC Savings PlanFour Roses Distillery LLC Sa…$20MThe Turelk, Inc. Profit Sharing/401(k) PlanThe Turelk, Inc. Profit Shar…$20MCraftsmen Transportation Services, LLC 401(k) PlanCraftsmen Transportation Ser…$20MAlpha Precision Group 401(k) PlanAlpha Precision Group 401(k)…$20MCanandaigua Wine Company, Inc. Union 401(k) PlanCanandaigua Wine Company, In…$20M
End-of-year total assets ($M) among Four Roses Distillery LLC Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN061636822
Plan Effective Date2002-02-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Four Roses Distillery LLC)

Sponsor-wide plan assets over time

All Four Roses Distillery LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 43.15121596187402% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.6M $22.4M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 84 $16M
2023 1 112 $20M
2024 1 143 $22M

Nearby 401(k) Plans in Kentucky

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

Four Roses Distillery LLC Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Four Roses Distillery LLC Savings Plan, Total assets ($B): 0.019586311 · Participants: 112Four Roses Distillery LLC Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Four Roses Distillery LLC Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Four Roses Distillery LLC Savings Plan side-by-side with 3 peers →

Four Roses Distillery LLC Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is The Turelk, Inc. Profit Sharing/401(k) Plan in CA ($20M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Four Roses Distillery LLC Savings Plan assets move in 2023? ▼
Four Roses Distillery LLC Savings Plan grew sharply - up 25.4% during 2023, from $16M to $20M. Reported net income was $4M.
How have Four Roses Distillery LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Four Roses Distillery LLC's sponsor-wide assets grew 43.2%, from $16M to $22M.
Which 401(k) plans are similar in size to Four Roses Distillery LLC Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Turelk, Inc. Profit Sharing/401(k) Plan in CA ($20M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Four Roses Distillery LLC Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 participants, N/A 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 061636822.

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.