401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$1.9B
Total assets Very large vs avg
18,617
Participants Very large workforce
99th
Percentile by assets National rank
$101,063
Avg per participant Below avg balance/head
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Official DOL plan name: Southern Glazer's 401(k) Plan · Sponsored by Southern Glazer's Wine and Spirits, LLC · Florida · Wholesale Trade

$1.9B in assets, 18,617 participants

Southern Glazer's Wine and Spirits, LLC's Southern Glazer's 401(k) Plan reported $1.9B in total assets and 18,617 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #6,286 in Wholesale Trade (6,309 peers)

Coverage in Florida

Southern Glazer's 401(k) Plan covers 18,617 participants in Florida, 30x the typical Florida plan (state average ~628 per filing). Assets: $1.9B.

#6,286
in Wholesale Trade (6,309 peers)
+21.2%
assets growth YoY
19×
vs typical plan assets (national mean)

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

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

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

$1,881,487,368 Top 1% higher than 99% 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 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Glazer's 401(k) Plan is a mega filing (18,617 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Glazer's 401(k) Plan reported net income rose from -$233M in the plan year 2022 filing to $329M in the plan year 2023 filing.
  • Southern Glazer's 401(k) Plan end-of-year assets rose from $1.6B in the plan year 2022 filing to $1.9B in the plan year 2023 filing.
  • Southern Glazer's 401(k) Plan reported participants rose from 17,622 in the plan year 2022 filing to 18,617 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

Southern Glazer's 401(k) Plan · $1.9B · 18,617 · 99th

  • PART $1.9B
  • PART 18,617
  • PART 99th
  • PART 401(k)
  • PART near Westinghouse Electric Company Savings Plan
  • PART ind #6286

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 401(k) Plan in the asset neighbourhood

Milliman Profit Sharing and Retirement PlanMilliman Profit Sharing and …$1.9BDenso Retirement Savings Plan$1.9BSouthern Glazer's 401(k) Plan$1.9BWestinghouse Electric Company Savings PlanWestinghouse Electric Compan…$1.9BTeledyne Technologies Incorporated 401(k) PlanTeledyne Technologies Incorp…$1.9B
End-of-year total assets ($B) among Southern Glazer's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$1.6B
Net Assets (End of Year)$1.9B
Net Income$329M
Employer EIN591285786
Plan Effective Date1978-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Glazer's Wine and Spirits, LLC)

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

Nearby 401(k) Plans in Florida

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

Southern Glazer's 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. 0100000200000300000400000 05101520 Total assets ($B) Participants Southern Glazer's 401(k) Plan, Total assets ($B): 1.881487368 · Participants: 18617Southern Glazer's 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 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Southern Glazer's 401(k) Plan side-by-side with 3 peers →

Scale composition for Southern Glazer's 401(k) Plan

Southern Glazer's 401(k) Plan reports $1.9B in end-of-year assets across 18,617 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $101,063 per participant (73% of the national average assets-per-participant) . Net income for plan year 2023 was $329M.

This plan identity (EIN 591285786, plan #001) has 4 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $2.1B (+33.4%) while covered participants moved from 17,622 to 18,867 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 17,622 $1.6B Open filing
2023 17,430 $1.5B Open filing
2023 18,617 $1.9B This page
2024 · index core 18,867 $2.1B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

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

Outside Florida, the nearest 401(k) by assets is Westinghouse Electric Company Savings Plan in PA ($1.9B); by covered participants it is Paramount Global 401(k) Plan (Fka Viacomcbs 401(k) Plan) in NY (18,607 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.9B here).

Similar participant headcount

Nearest other-state filings by covered participants (18,617 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 401(k) Plan assets move in 2023? ▼
Southern Glazer's 401(k) Plan grew sharply - up 21.2% during 2023, from $1.6B to $1.9B. Reported net income was $329M.
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.
Where does Southern Glazer's 401(k) Plan rank by assets among Form 5500 filers? ▼
Southern Glazer's 401(k) Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Southern Glazer's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Westinghouse Electric Company Savings Plan in PA ($1.9B, 4,803 participants).
Which 401(k) plans cover a similar participant headcount to Southern Glazer's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paramount Global 401(k) Plan (Fka Viacomcbs 401(k) Plan) in NY (18,607 participants, $6.1B 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.