401(k) · DOL Form 5500 · 2023

Dayton Heidelberg Distributing Co., LLC 401(k) Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
1,611
Participants Near avg headcount
91st
Percentile by assets National rank
$60,253
Avg per participant Low balance/head
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Official DOL plan name: Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan · Sponsored by Dayton Heidelberg Distributing Co., LLC · Ohio · Wholesale Trade

$97M in assets, 1,611 participants

Dayton Heidelberg Distributing Co., LLC's Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan reported $97M in total assets and 1,611 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.

  • #5,844 in Wholesale Trade (6,309 peers)

Coverage in Ohio

Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan covers 1,611 participants in Ohio, 2.1x the typical Ohio plan (state average ~765 per filing). Assets: $97M.

#5,844
in Wholesale Trade (6,309 peers)
+7.3%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan's outsized position by total assets

Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan vs every filed plan by assets

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

$97,067,288 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

Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan lands in the large band (1,611 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan reported net income rose from -$24M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan reported participants rose from 1,250 in the plan year 2022 filing to 1,611 in the plan year 2023 filing.
  • Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan end-of-year assets rose from $90M in the plan year 2022 filing to $97M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 310620091 · Dayton Heidelberg Distributing Co., LLC PY 2023 · 401(k)

Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan · $97M · 1,611 · 91st

  • EOY $97M
  • EOY 1,611
  • EOY 91st
  • EOY 401(k)
  • EOY near Maxim Crane Works LP 401(k) Plan
  • EOY ind #5844

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 Ohio →

Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan in the asset neighbourhood

Wwex Retirement Plan$97MDayton-Heidelberg/Ohio Valley Wine 401(k) PlanDayton-Heidelberg/Ohio Valle…$97MMaxim Crane Works LP 401(k) PlanMaxim Crane Works LP 401(k) …$97MWithers Bergman LLP Section 401(k) Profit Sharing PlanWithers Bergman LLP Section …$97MMagtek Profit Sharing/401(k) PlanMagtek Profit Sharing/401(k)…$97M
End-of-year total assets ($M) among Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$97M
Net Income$7M
Employer EIN310620091
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dayton Heidelberg Distributing Co., LLC)

Sponsor-wide plan assets over time

All Dayton Heidelberg Distributing Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$111M 10.707014574036902% vs 2022
2024 filing year
$95M$100M$105M$110M$115M 202220232024 $99.8M $111M ▲ +10.7%
Year Plans Participants Total Assets
2022 3 1,535 $100M
2023 3 1,868 $106M
2024 2 1,890 $111M

Nearby 401(k) Plans in Ohio

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

Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan, Total assets ($B): 0.097067288 · Participants: 1611Dayton-Heidelberg/Ohio Valley Wine 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan side-by-side with 3 peers →

Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Maxim Crane Works LP 401(k) Plan in PA ($97M); by covered participants it is Orthocarolina 401(k)and Profit Sharing Plan in NC (1,611 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($97M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,611 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 Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan assets move in 2023? ▼
Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan grew at a solid clip - up 7.3% during 2023, from $90M to $97M. Reported net income was $7M.
How have Dayton Heidelberg Distributing Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dayton Heidelberg Distributing Co., LLC's sponsor-wide assets grew 10.7%, from $100M to $111M.
Where does Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan rank by assets among Form 5500 filers? ▼
Dayton-Heidelberg/Ohio Valley Wine 401(k) 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 Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Maxim Crane Works LP 401(k) Plan in PA ($97M, 638 participants).
Which 401(k) plans cover a similar participant headcount to Dayton-Heidelberg/Ohio Valley Wine 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orthocarolina 401(k)and Profit Sharing Plan in NC (1,611 participants, $330M 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 310620091.

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.