Profit Sharing · DOL Form 5500 · 2024

Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan

Data updated 2026-08-25

$382K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$191,092
Avg per participant Above avg balance/head
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Official DOL plan name: Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan · Sponsored by Sweetgrass Spirits and Wine, Inc. · South Carolina · Retail Trade

$382K in assets, 2 participants

Sweetgrass Spirits and Wine, Inc.'s Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan reported $382K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,032 in Retail Trade (8,048 peers)

2024 asset change

Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan declined sharply 16.6% in 2024 ($458K → $382K) for 2 participants.

#2,032
in Retail Trade (8,048 peers)
-16.6%
assets change YoY

The plan reported a net loss of $76K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan among the smaller filed plans by assets

Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$382,184 16th percentile higher than 16% of 123,620 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 2024

Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan reported net income fell from $66K in the plan year 2023 filing to -$76K in the plan year 2024 filing.
  • Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan end-of-year assets fell from $458K in the plan year 2023 filing to $382K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 270673110 · Sweetgrass Spirits and Wine, Inc. PY 2024 · Profit Sharing

Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan · $382K · 2 · 16th

  • PCT $382K
  • PCT 2
  • PCT 16th
  • PCT Profit Sharing
  • PCT near Texas Stewart Group Inc. Retirement Plan
  • PCT ind #2032

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 Retail Trade retirement plans → · Plans in South Carolina →

Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan in the asset neighbourhood

Sweetgrass Spirits and Wine, Inc. Profit Sharing PlanSweetgrass Spirits and Wine,…$382KTexas Stewart Group Inc. Retirement PlanTexas Stewart Group Inc. Ret…$382KHobble Creek Dental Care 401(k) PlanHobble Creek Dental Care 401…$382KTheric Corporation Retirement PlanTheric Corporation Retiremen…$382KGaleria Quiropractica Psc Retirement PlanGaleria Quiropractica Psc Re…$382K
End-of-year total assets ($M) among Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Sweetgrass Spirits and Wine, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Sweetgrass Spirits and Wine, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$382K 2.4702447788008084% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M 202220232024 $0.39M $0.38M ▼ -2.6%
Year Plans Participants Total Assets
2022 1 4 $392K
2023 1 2 $458K
2024 1 2 $382K

2024 asset-move particulars

Total Assets (Beginning of Year)$458K
Net Assets (End of Year)$382K
Net Income-$76K
Employer EIN270673110
Plan Effective Date2009-07-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in South Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan, Total assets ($B): 0.000382184 · Participants: 2Sweetgrass Spirits and Wine, Inc. Profit Sharing PlanPrisma Health Retirement Savings Plan, Total assets ($B): 2.165121786 · Participants: 29201Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.847554937 · Participants: 2827Uma Retirement PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.248524918 · Participants: 2275Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartScansource, Inc. 401(k) Plan, Total assets ($B): 0.225415995 · Participants: 1401Scansource, Inc. 401(k) PlanUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.051579073 · Participants: 191Usc School of Medicine Educational Trust Retirement Plan
Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
Compare Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan side-by-side with 3 peers →

Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is Texas Stewart Group Inc. Retirement Plan in TX ($382K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($382K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan assets move in 2024? ▼
Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan declined sharply - down 16.6% during 2024, from $458K to $382K. Reported net income was -$76K.
How have Sweetgrass Spirits and Wine, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sweetgrass Spirits and Wine, Inc.'s sponsor-wide assets declined 2.5%, from $392K to $382K.
Where does Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Texas Stewart Group Inc. Retirement Plan in TX ($382K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Sweetgrass Spirits and Wine, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270673110.

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.