401(k) · DOL Form 5500 · 2023
Great Lakes Wine & Spirits, LLC 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 987
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $39,333
- Avg per participant Low balance/head
Official DOL plan name: Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan · Sponsored by Great Lakes Wine & Spirits, LLC · Michigan · Wholesale Trade
$39M in assets, 987 participants
Great Lakes Wine & Spirits, LLC's Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan reported $39M in total assets and 987 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #5,234 in Wholesale Trade (6,309 peers)
Where Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan sits by assets
Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan sits in the top quartile of all filed plans by assets, $39M for 987 participants (~$39,333/participant), up 15.5% in 2023.
- #5,234
- in Wholesale Trade (6,309 peers)
- +15.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan's outsized position by total assets
Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$38,821,253 Top 17% higher than 83% 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
Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement 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. Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan sits mid-pack in the medium band (987 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan end-of-year assets rose from $34M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan reported participants rose from 913 in the plan year 2022 filing to 987 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 261689149 · Great Lakes Wine & Spirits, LLC PY 2023 · 401(k)
Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan · $39M · 987 · 83rd
- BOOK $39M
- BOOK 987
- BOOK 83rd
- BOOK 401(k)
- BOOK near Wavetronix Retirement Plan
- BOOK ind #5234
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 Michigan →
Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $5M |
| Employer EIN | 261689149 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Great Lakes Wine & Spirits, LLC)
Sponsor-wide plan assets over time
All Great Lakes Wine & Spirits, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $60M 23.95951427332699% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,652 | $48M |
| 2023 | 3 | 1,644 | $55M |
| 2024 | 3 | 1,700 | $60M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Wavetronix Retirement Plan in UT ($39M); by covered participants it is Emp Serv, LLC 401(k) Profit Sharing Plan in MN (987 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Wavetronix Retirement Plan (UT) $39M · 280
- Sb Holdings 401(k) Plan (WA) $39M · 435
- Pnd Engineers, Inc. 401(k) Profit Sharing Plan (AK) $39M · 106
- United Bank Corporation 401(k) Plan (GA) $39M · 385
Similar participant headcount
Nearest other-state filings by covered participants (987 participants); asset peers above are excluded.
- Emp Serv, LLC 401(k) Profit Sharing Plan (MN) 987 · 0 off
- Hl Mando America Corporation Retirement Plan (AL) 987 · 0 off
- The Columbia Southern Education Group 401(k) Plan (AL) 987 · 0 off
- Jordache Enterprises Inc. 401(k) Plan (NY) 987 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.