401(k) · DOL Form 5500 · 2023

Southern Glazer's Wine and Spirits, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
821
Participants Near avg headcount
69th
Percentile by assets National rank
$19,603
Avg per participant Low balance/head
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Official DOL plan name: Southern Glazer's Union 401(k) Plan · Sponsored by Southern Glazer's Wine and Spirits, LLC · Florida · Wholesale Trade

$16M in assets, 821 participants

Southern Glazer's Wine and Spirits, LLC's Southern Glazer's Union 401(k) Plan reported $16M in total assets and 821 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,019 in Wholesale Trade (6,309 peers)

Southern Glazer's Wine and Spirits, LLC multi-year trail

Southern Glazer's Wine and Spirits, LLC's plans moved +36.5% in assets from 2022 to 2024; this filing shows Southern Glazer's Union 401(k) Plan at $16M / 821 participants.

#4,019
in Wholesale Trade (6,309 peers)
+28.8%
assets growth YoY

Southern Glazer's Union 401(k) Plan's outsized position by total assets

Southern Glazer's Union 401(k) Plan vs every filed plan by assets

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

$16,094,182 Top 31% higher than 69% 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

Southern Glazer's Union 401(k) Plan 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. Southern Glazer's Union 401(k) Plan sits mid-pack in the medium band (821 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Glazer's Union 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Southern Glazer's Union 401(k) Plan reported participants rose from 388 in the plan year 2022 filing to 821 in the plan year 2023 filing.
  • Southern Glazer's Union 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 591285786 · Southern Glazer's Wine and Spirits, LLC PY 2023 · 401(k)

Southern Glazer's Union 401(k) Plan · $16M · 821 · 69th

  • NET $16M
  • BOOK 821
  • VS-ST 69th
  • BOY 401(k)
  • SCH near Advanced Process Technologies, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #4019

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 Florida →

Southern Glazer's Union 401(k) Plan in the asset neighbourhood

Assertio Management, LLC 401(k) Retirement PlanAssertio Management, LLC 401…$16MSouthern Glazer's Union 401(k) PlanSouthern Glazer's Union 401(…$16MAdvanced Process Technologies, Inc. 401(k) Profit Sharing PlanAdvanced Process Technologie…$16MClark Contractors, LLC. 401(k) PlanClark Contractors, LLC. 401(…$16MCtis Inc. 401(k) Profit Sharing PlanCtis Inc. 401(k) Profit Shar…$16M
End-of-year total assets ($M) among Southern Glazer's Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Southern Glazer's Wine and Spirits, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Southern Glazer's Wine and Spirits, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2.1B 36.53156654374061% vs 2022
2024 filing year
$1B$2B$3B$4B 202220232024 $1.57B $2.14B ▲ +36.3%
Year Plans Participants Total Assets
2022 2 18,010 $1.6B
2023 4 37,205 $3.4B
2024 2 20,043 $2.1B

Southern Glazer's Wine and Spirits, LLC filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN591285786
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Southern Glazer's Union 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Southern Glazer's Union 401(k) Plan, Total assets ($B): 0.016094182 · Participants: 821Southern Glazer's Union 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Southern Glazer's Union 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Southern Glazer's Union 401(k) Plan side-by-side with 3 peers →

Southern Glazer's Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Advanced Process Technologies, Inc. 401(k) Profit Sharing Plan in MN ($16M); by covered participants it is Tufts Medical Center Physicians Organization, Inc. 401(a) Retirement Plan in MA (821 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (821 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 Southern Glazer's Union 401(k) Plan assets move in 2023? ▼
Southern Glazer's Union 401(k) Plan grew sharply - up 28.8% during 2023, from $12M to $16M. Reported net income was $4M.
How have Southern Glazer's Wine and Spirits, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Glazer's Wine and Spirits, LLC's sponsor-wide assets grew 36.5%, from $1.6B to $2.1B.
Which 401(k) plans are similar in size to Southern Glazer's Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Process Technologies, Inc. 401(k) Profit Sharing Plan in MN ($16M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Southern Glazer's Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tufts Medical Center Physicians Organization, Inc. 401(a) Retirement Plan in MA (821 participants, $435M 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 591285786.

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.