401(k) · DOL Form 5500 · 2023

Heaven Hill Distilleries, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size: 539
Participants Below avg headcount: 81st
Percentile by assets National rank: $63,301
Avg per participant Low balance/head

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Official DOL plan name: Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees · Sponsored by Heaven Hill Distilleries, Inc. · Kentucky · Manufacturing

$34M in assets, 539 participants

Heaven Hill Distilleries, Inc.'s Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees reported $34M in total assets and 539 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

#13,705 in Manufacturing (18,722 peers)

Where Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees sits by assets

Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees sits in the top quartile of all filed plans by assets, $34M for 539 participants (~$63,301/participant), up 11.2% in 2023.

#13,705
in Manufacturing (18,722 peers): +11.2%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees's outsized position by total assets

Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees vs every filed plan by assets

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

$34,119,248 Top 19% higher than 81% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees 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. Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees sits mid-pack in the medium band (539 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees end-of-year assets rose from $31M in the plan year 2022 filing to $34M in the plan year 2023 filing.
Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees reported participants rose from 494 in the plan year 2022 filing to 539 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 610402960 · Heaven Hill Distilleries, Inc. PY 2023 · 401(k)

Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees · $34M · 539 · 81st

PART $34M
TYPE 539
NET 81st
BOOK 401(k)
VS-ST near Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan
BOY ind #13705

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 →

End-of-year total assets ($M) among Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$31M
Net Assets (End of Year)	$34M
Net Income	$3M
Employer EIN	610402960
Plan Effective Date	1988-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Heaven Hill Distilleries, Inc.)

Latest sponsor-wide plan assets: $101M 38.9041851306678% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	995	$72M
2023	2	969	$88M
2024	2	1,197	$101M

Nearby 401(k) Plans in Kentucky

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

Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
Humana Retirement Savings Plan $7.4B · 45,938
UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
Scionhealth 401(k) Plan $1.2B · 33,226
Lexmark Savings Plan $1.2B · 1,968

Compare Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees side-by-side with 3 peers →

Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan in MA ($34M); by covered participants it is Nippon Dynawave Packaging Co. 401(k) Plan in WA (539 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan (MA) $34M · 173
Midwest Emergency Department Specialists Pension Plan (IL) $34M · 81
Schulte Controlled Group Retirement Plan (MI) $34M · 505
Favorite Healthcare Staffing 401(k) Plan (KS) $34M · 4,433

Similar participant headcount

Nearest other-state filings by covered participants (539 participants); asset peers above are excluded.

Nippon Dynawave Packaging Co. 401(k) Plan (WA) 539 · 0 off
Summit Dental Consulting 401(k) Profit Sharing Plan (WI) 539 · 0 off
Spectraforce Technologies, Inc. 401(k) Plan (NC) 539 · 0 off
New Horizons 401(k) Plan (FL) 539 · 0 off

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 Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees assets move in 2023? ▼

Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees grew at a solid clip - up 11.2% during 2023, from $31M to $34M. Reported net income was $3M.

How have Heaven Hill Distilleries, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Heaven Hill Distilleries, Inc.'s sponsor-wide assets grew 38.9%, from $72M to $101M.

Where does Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees rank by assets among Form 5500 filers? ▼

Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees ranks in the 81st 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 Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees? ▼

Among 401(k) plans in other states, the closest by assets is Shepley Bulfinch Richardson and Abbott, Incorporated Profit Sharing Plan in MA ($34M, 173 participants).

Which 401(k) plans cover a similar participant headcount to Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees? ▼

Among 401(k) plans in other states, the closest by covered participants is Nippon Dynawave Packaging Co. 401(k) Plan in WA (539 participants, $78M 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 610402960.