401(k) · DOL Form 5500 · 2023
Great Lakes Wine and Spirits, LLC 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 358
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $35,666
- Avg per participant Low balance/head
Official DOL plan name: Great Lakes Wine and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038 · Sponsored by Great Lakes Wine and Spirits, LLC · Michigan · Wholesale Trade
$13M in assets, 358 participants
Great Lakes Wine and Spirits, LLC's Great Lakes Wine and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038 reported $13M in total assets and 358 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #3,596 in Wholesale Trade (6,309 peers)
Great Lakes Wine and Spirits, LLC multi-year trail
Great Lakes Wine and Spirits, LLC's plans moved +24.0% in assets from 2022 to 2024; this filing shows Great Lakes Wine and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038 at $13M / 358 participants.
- #3,596
- in Wholesale Trade (6,309 peers)
- +12.7%
- assets growth YoY
Great Lakes Wine and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038's mid-pack asset rank among Wholesale Trade and all filers
Great Lakes Wine and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,768,402 Top 36% higher than 64% 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 and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038 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 and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038 sits mid-pack in the medium band (358 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Great Lakes Wine and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038 reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Great Lakes Wine and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038 end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Great Lakes Wine and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038 reported participants fell from 386 in the plan year 2022 filing to 358 in the plan year 2023 filing.
DOL schedule card
Filing strip 261689149 · Great Lakes Wine and Spirits, LLC PY 2023 · 401(k)
Great Lakes Wine and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038 · $13M · 358 · 64th
- TYPE $13M
- TYPE 358
- TYPE 64th
- TYPE 401(k)
- TYPE near Texas De Brazil Savings Plan
- TYPE ind #3596
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 and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038 in the asset neighbourhood
Great Lakes Wine and Spirits, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Great Lakes Wine and 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 |
Great Lakes Wine and Spirits, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 261689149 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
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 and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Texas De Brazil Savings Plan in TX ($13M); by covered participants it is Eglin Federal Credit Union 401(k) Retirement Plan in FL (358 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Texas De Brazil Savings Plan (TX) $13M · 2,218
- Varidesk, LLC 401(k) Plan (TX) $13M · 333
- Kansas City Hospice, Inc. Retirement Savings Plan (MO) $13M · 324
- Senseonics Incorporated 401(k) Plan (MD) $13M · 130
Similar participant headcount
Nearest other-state filings by covered participants (358 participants); asset peers above are excluded.
- Eglin Federal Credit Union 401(k) Retirement Plan (FL) 358 · 0 off
- Ubg 401(k) - Cpi (NE) 358 · 0 off
- Homeowners Financial Group 401(k) Plan (AZ) 358 · 0 off
- The Innovation Institute, LLC 401(k) Profit Sharing Plan (CA) 358 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.