401(k) · DOL Form 5500 · 2023
Ireland Family Wine & Spirits Co 401(k) Plan
Data updated 2026-08-25
- $430K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $430,127
- Avg per participant High balance/head
Official DOL plan name: Ireland Family Wine & Spirits Co · Sponsored by Ireland Family Wine & Spirits Co · Ohio · Wholesale Trade
$430K in assets, 1 participants
Ireland Family Wine & Spirits Co's Ireland Family Wine & Spirits Co reported $430K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- #514 in Wholesale Trade (6,309 peers)
Ireland Family Wine & Spirits Co multi-year trail
Ireland Family Wine & Spirits Co's plans moved -73.7% in assets from 2022 to 2024; this filing shows Ireland Family Wine & Spirits Co at $430K / 1 participant.
- #514
- in Wholesale Trade (6,309 peers)
- -13.4%
- assets change YoY
The plan reported a net loss of $67K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ireland Family Wine & Spirits Co among the smaller filed plans by assets
Ireland Family Wine & Spirits Co vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$430,127 17th percentile higher than 17% 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
Ireland Family Wine & Spirits Co among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ireland Family Wine & Spirits Co is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ireland Family Wine & Spirits Co reported net income fell from -$5K in the plan year 2022 filing to -$67K in the plan year 2023 filing.
- Ireland Family Wine & Spirits Co end-of-year assets fell from $497K in the plan year 2022 filing to $430K in the plan year 2023 filing.
DOL schedule card
Filing strip 872631977 · Ireland Family Wine & Spirits Co PY 2023 · 401(k)
Ireland Family Wine & Spirits Co · $430K · 1 · 17th
- ASSETS $430K
- PCT 1
- EIN 17th
- RANK 401(k)
- PHOTO near R & T Kied Retirement Plan
- IND ind #514
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 →
Ireland Family Wine & Spirits Co in the asset neighbourhood
Ireland Family Wine & Spirits Co multi-year asset trail
Sponsor-wide plan assets over time
All Ireland Family Wine & Spirits Co plans reported in each filing year
- Latest sponsor-wide plan assets
- $131K 73.68653101653048% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $497K |
| 2023 | 1 | 1 | $430K |
| 2024 | 1 | 1 | $131K |
Ireland Family Wine & Spirits Co filing trail (2023)
| Total Assets (Beginning of Year) | $497K |
|---|---|
| Net Assets (End of Year) | $430K |
| Net Income | -$67K |
| Employer EIN | 872631977 |
| Plan Effective Date | 2021-09-16 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Ireland Family Wine & Spirits Co's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is R & T Kied Retirement Plan in CO ($430K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($430K here).
- R & T Kied Retirement Plan (CO) $430K · 1
- Novel Profit Advisors 401(k) Trust (MI) $430K · 1
- Kvtv Retirement Plan (NJ) $430K · 3
- J Ford Enterprise Retirement Plan (TX) $430K · 5
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.