Defined Benefit (Pension) · DOL Form 5500 · 2023

National Wine & Spirits, Inc. Pension Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
321
Participants Below avg headcount
79th
Percentile by assets National rank
$94,491
Avg per participant Below avg balance/head
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Official DOL plan name: Rndc Hourly Warehousemen & Drivers Pension Plan · Sponsored by National Wine & Spirits, Inc. · Indiana · Wholesale Trade

$30M in assets, 321 participants

National Wine & Spirits, Inc.'s Rndc Hourly Warehousemen & Drivers Pension Plan reported $30M in total assets and 321 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,963 in Wholesale Trade (6,309 peers)

Where Rndc Hourly Warehousemen & Drivers Pension Plan sits by assets

Rndc Hourly Warehousemen & Drivers Pension Plan sits in the top quartile of all filed plans by assets, $30M for 321 participants (~$94,491/participant), up 13.3% in 2023.

#4,963
in Wholesale Trade (6,309 peers)
+13.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Rndc Hourly Warehousemen & Drivers Pension Plan's outsized position by total assets

Rndc Hourly Warehousemen & Drivers Pension Plan vs every filed plan by assets

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

$30,331,731 Top 21% higher than 79% 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

Rndc Hourly Warehousemen & Drivers Pension 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. Rndc Hourly Warehousemen & Drivers Pension Plan sits mid-pack in the medium band (321 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rndc Hourly Warehousemen & Drivers Pension Plan end-of-year assets rose from $27M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Rndc Hourly Warehousemen & Drivers Pension Plan reported net income fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Rndc Hourly Warehousemen & Drivers Pension Plan reported participants fell from 330 in the plan year 2022 filing to 321 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 352064429 · National Wine & Spirits, Inc. PY 2023 · Defined Benefit (Pension)

Rndc Hourly Warehousemen & Drivers Pension Plan · $30M · 321 · 79th

  • SCH $30M
  • SCH 321
  • SCH 79th
  • SCH Defined Benefit (Pension)
  • SCH near Nautilus International Holding Corporation Pension Plan
  • SCH ind #4963

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 Indiana →

Rndc Hourly Warehousemen & Drivers Pension Plan in the asset neighbourhood

Chicago and Midwest Regional Pension FundChicago and Midwest Regional…$30MRehabilitation Hospital of the Pacific Retirement Plan for EmployeesRehabilitation Hospital of t…$30MNautilus International Holding Corporation Pension PlanNautilus International Holdi…$30MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$30MRndc Hourly Warehousemen & Drivers Pension PlanRndc Hourly Warehousemen & D…$30M
End-of-year total assets ($M) among Rndc Hourly Warehousemen & Drivers Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN352064429
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Wine & Spirits, Inc.)

Sponsor-wide plan assets over time

All National Wine & Spirits, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 26.795849041783747% vs 2022
2024 filing year
$25M$30M$35M 202220232024 $26.8M $33.9M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 330 $27M
2023 1 321 $30M
2024 1 296 $34M

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Rndc Hourly Warehousemen & Drivers Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Rndc Hourly Warehousemen & Drivers Pension Plan, Total assets ($B): 0.030331731 · Participants: 321Rndc Hourly Warehousemen & Drivers Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Rndc Hourly Warehousemen & Drivers Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Rndc Hourly Warehousemen & Drivers Pension Plan side-by-side with 3 peers →

Rndc Hourly Warehousemen & Drivers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Nautilus International Holding Corporation Pension Plan in CA ($30M); by covered participants it is Retirement Plan for Employees of Intermountain Power Service Corporation in UT (321 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (321 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 Rndc Hourly Warehousemen & Drivers Pension Plan assets move in 2023? ▼
Rndc Hourly Warehousemen & Drivers Pension Plan grew at a solid clip - up 13.3% during 2023, from $27M to $30M. Reported net income was $4M.
How have National Wine & Spirits, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Wine & Spirits, Inc.'s sponsor-wide assets grew 26.8%, from $27M to $34M.
Where does Rndc Hourly Warehousemen & Drivers Pension Plan rank by assets among Form 5500 filers? ▼
Rndc Hourly Warehousemen & Drivers Pension Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Rndc Hourly Warehousemen & Drivers Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nautilus International Holding Corporation Pension Plan in CA ($30M, 13 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rndc Hourly Warehousemen & Drivers Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Intermountain Power Service Corporation in UT (321 participants, $315M 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 352064429.

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.