401(k) · DOL Form 5500 · 2023
Heaven Hill Distilleries, Inc. 401(k) Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 430
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $124,882
- Avg per participant Near avg balance/head
Official DOL plan name: Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees · Sponsored by Heaven Hill Distilleries, Inc. · Kentucky · Manufacturing
$54M in assets, 430 participants
Heaven Hill Distilleries, Inc.'s Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees reported $54M in total assets and 430 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #14,981 in Manufacturing (18,722 peers)
Where Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees sits by assets
Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees sits in the top quartile of all filed plans by assets, $54M for 430 participants (~$124,882/participant), up 28.5% in 2023.
- #14,981
- in Manufacturing (18,722 peers)
- +28.5%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees's outsized position by total assets
Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$53,699,343 Top 14% higher than 86% 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 Salaried 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 Salaried Employees sits mid-pack in the medium band (430 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees reported net income rose from -$7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees end-of-year assets rose from $42M in the plan year 2022 filing to $54M in the plan year 2023 filing.
- Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees reported participants fell from 501 in the plan year 2022 filing to 430 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 610402960 · Heaven Hill Distilleries, Inc. PY 2023 · 401(k)
Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees · $54M · 430 · 86th
- NET $54M
- BOOK 430
- VS-ST 86th
- BOY 401(k)
- SCH near Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan
- EBSA ind #14981
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 →
Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | $10M |
| Employer EIN | 610402960 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heaven Hill Distilleries, Inc.)
Sponsor-wide plan assets over time
All Heaven Hill Distilleries, Inc. plans reported in each filing year
- 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.
- 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
Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Western Region Retirement Trust 401(k) and Regular Profit Sharing Plan in CA ($54M); by covered participants it is Utah Behavior Services, Inc. 401(k) Plan in UT (430 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
Similar participant headcount
Nearest other-state filings by covered participants (430 participants); asset peers above are excluded.
- Utah Behavior Services, Inc. 401(k) Plan (UT) 430 · 0 off
- Home Health and Hospice Care, Inc. 401(k) Plan (NC) 430 · 0 off
- Rollings Funeral Service 401(k) Plan (GA) 430 · 0 off
- Precision Diagnostics 401(k) Profit Sharing Plan (CA) 430 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.