401(k) · DOL Form 5500 · 2023

William Grant & Sons Inc 401(k) Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
302
Participants Below avg headcount
91st
Percentile by assets National rank
$329,411
Avg per participant High balance/head
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Official DOL plan name: William Grant & Sons, Inc. Savings and Investment Plan · Sponsored by William Grant & Sons Inc · New Jersey · Wholesale Trade

$99M in assets, 302 participants

William Grant & Sons Inc's William Grant & Sons, Inc. Savings and Investment Plan reported $99M in total assets and 302 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #5,856 in Wholesale Trade (6,309 peers)

Coverage in New Jersey

William Grant & Sons, Inc. Savings and Investment Plan covers 302 participants in New Jersey, about 36% of the average New Jersey filer (state average ~844 per filing). Assets: $99M.

#5,856
in Wholesale Trade (6,309 peers)
+15.9%
assets growth YoY
1.0×
vs typical plan assets (national mean)

William Grant & Sons, Inc. Savings and Investment Plan's outsized position by total assets

William Grant & Sons, Inc. Savings and Investment Plan vs every filed plan by assets

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

$99,482,091 Top 9% higher than 91% 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

William Grant & Sons, Inc. Savings and Investment 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. William Grant & Sons, Inc. Savings and Investment Plan sits mid-pack in the medium band (302 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • William Grant & Sons, Inc. Savings and Investment Plan reported net income rose from -$14M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • William Grant & Sons, Inc. Savings and Investment Plan end-of-year assets rose from $86M in the plan year 2022 filing to $99M in the plan year 2023 filing.
  • William Grant & Sons, Inc. Savings and Investment Plan reported participants rose from 294 in the plan year 2022 filing to 302 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 221757718 · William Grant & Sons Inc PY 2023 · 401(k)

William Grant & Sons, Inc. Savings and Investment Plan · $99M · 302 · 91st

  • EBSA $99M
  • EBSA 302
  • EBSA 91st
  • EBSA 401(k)
  • EBSA near Virginia Family Dentistry 401(k)/Profit Sharing Plan and Trust
  • EBSA ind #5856

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 Jersey →

William Grant & Sons, Inc. Savings and Investment Plan in the asset neighbourhood

Firstbank 401(k) Savings Plan & TrustFirstbank 401(k) Savings Pla…$100MMemorial Retirement Plan$99MWilliam Grant & Sons, Inc. Savings and Investment PlanWilliam Grant & Sons, Inc. S…$99MVirginia Family Dentistry 401(k)/Profit Sharing Plan and TrustVirginia Family Dentistry 40…$99MPhysicians' Clinic of Iowa, P.C. 401(k) Profit Sharing PlanPhysicians' Clinic of Iowa, …$99M
End-of-year total assets ($M) among William Grant & Sons, Inc. Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$99M
Net Income$14M
Employer EIN221757718
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William Grant & Sons Inc)

Sponsor-wide plan assets over time

All William Grant & Sons Inc plans reported in each filing year

Latest sponsor-wide plan assets
$107M 7.140373887502101% vs 2022
2024 filing year
$95M$100M$105M$110M$115M$120M 202220232024 $100M $107M ▲ +7.1%
Year Plans Participants Total Assets
2022 2 305 $100M
2023 2 310 $114M
2024 1 317 $107M

Nearby 401(k) Plans in New Jersey

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

William Grant & Sons, Inc. Savings and Investment Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants William Grant & Sons, Inc. Savings and Investment Plan, Total assets ($B): 0.099482091 · Participants: 302William Grant & Sons, Inc. Savings and Investment PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
William Grant & Sons, Inc. Savings and Investment Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare William Grant & Sons, Inc. Savings and Investment Plan side-by-side with 3 peers →

William Grant & Sons, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Virginia Family Dentistry 401(k)/Profit Sharing Plan and Trust in VA ($99M); by covered participants it is Nurix Incorporated 401(k) Plan & Trust in CA (302 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (302 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 William Grant & Sons, Inc. Savings and Investment Plan assets move in 2023? ▼
William Grant & Sons, Inc. Savings and Investment Plan grew sharply - up 15.9% during 2023, from $86M to $99M. Reported net income was $14M.
How have William Grant & Sons Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Grant & Sons Inc's sponsor-wide assets grew 7.1%, from $100M to $107M.
Where does William Grant & Sons, Inc. Savings and Investment Plan rank by assets among Form 5500 filers? ▼
William Grant & Sons, Inc. Savings and Investment Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to William Grant & Sons, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Virginia Family Dentistry 401(k)/Profit Sharing Plan and Trust in VA ($99M, 377 participants).
Which 401(k) plans cover a similar participant headcount to William Grant & Sons, Inc. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nurix Incorporated 401(k) Plan & Trust in CA (302 participants, $27M 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 221757718.

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.