401(k) · DOL Form 5500 · 2023

William Grant & Sons Inc 401(k) Plan

Data updated 2026-08-11

$99M
Total assets
302
Participants
91st
Percentile by assets
$329,411
Avg per participant
PlainRetire home → About this data

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.

  • 91st percentile by assets (of 127,072 plans)
  • #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.

$99M
total plan assets (2023 EOY)
302
covered participants
91st
percentile by assets (of 127,072 plans)
$329,411
avg assets per participant

Where William Grant & Sons, Inc. Savings and Investment Plan sits 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 $2,010,000,000 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

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 →

State
New Jersey
Industry
Wholesale Trade

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. William Grant & Sons, Inc. Savings and Investment Plan reports 302 participants - about 36% of that state average ($99M EOY assets).

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)

$95M$100M$105M$110M$115M$120M 202220232024 $100M $107M ▲ +7.1%
Total plan assets by year, all William Grant & Sons Inc plans on file
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 ($B) Participants William Grant & Sons…, Total assets ($B): 0.099482091 · Participants: 302William Grant & Sons…JPMorgan Chase 401(k…, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k…Verizon Savings Plan…, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan…Johnson and Johnson …, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson …Ernst & Young Retire…, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retire…Merck 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 I… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to William Grant & Sons, Inc. Savings and Investment Plan by total assets, not by location.

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).

Next read for William Grant & Sons, Inc. Savings and I…

Filing takeaways

Ways to act on William Grant & Sons, Inc. Savings and Investment Plan's numbers.

  • By total assets, William Grant & Sons, Inc. Savings and Investment Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
  • William Grant & Sons Inc's sponsor-wide assets have grown 7.1% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.