401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-06

$1.9B
Total assets: 18,617
Participants: 99th
Percentile by assets: $101,063
Avg per participant

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.

99th percentile by assets (of 126,618 plans)
#6,268 in Wholesale Trade (6,291 peers)

Coverage in Florida

Southern Glazer's 401(k) Plan covers 18,617 participants in Florida, 30x the typical Florida plan (state average ~631 per filing). Assets: $1.9B.

$1.9B
total plan assets (2023 EOY): 18,617
covered participants: 99th
percentile by assets (of 126,618 plans): $101,063
avg assets per participant

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 2023→2024 release diff →

State

Florida

Industry

Wholesale Trade

Participants vs Florida filers

In Florida, the average filing covers about 631 participants across 6,304 plans. Southern Glazer's 401(k) Plan reports 18,617 participants - 30x that state average ($1.9B EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)	$1.6B
Net Assets (End of Year)	$1.9B
Net Income	$329M
Employer EIN	591285786
Plan Effective Date	1978-09-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Southern Glazer's Wine and Spirits, LLC plans on file

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

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

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 (0.016% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.021% of 89,805,449 covered participants) - about $101,063 per participant (74% 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 (401(k), $2.1B, 18,867 participants)
Southern Glazer's Union 401(k) Plan (401(k), $66M, 1,176 participants)

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Southern Glazer's 401(k) Plan by total assets, not by location.

Westinghouse Electric Company Savings Plan (PA) $1.9B · 4,803
Teledyne Technologies Incorporated 401(k) Plan (CA) $1.9B · 9,012
Milliman Profit Sharing and Retirement Plan (WA) $1.9B · 3,427
Denso Retirement Savings Plan (MI) $1.9B · 12,361

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 126,618 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).

Next read for Southern Glazer's 401(k) Plan

Filing takeaways

Ways to act on Southern Glazer's 401(k) Plan's numbers.

By total assets, Southern Glazer's 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
Southern Glazer's Wine and Spirits, LLC's sponsor-wide assets have grown 36.5% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.