ESOP · DOL Form 5500 · 2024

Astor Wines and Spirits, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
49
Participants Small participant base
40th
Percentile by assets National rank
$90,505
Avg per participant Below avg balance/head
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Official DOL plan name: Astor Wines & Spirits, Inc. Employee Stock Ownership Plan · Sponsored by Astor Wines and Spirits, Inc. · New York · Wholesale Trade

$4M in assets, 49 participants

Astor Wines and Spirits, Inc.'s Astor Wines & Spirits, Inc. Employee Stock Ownership Plan reported $4M in total assets and 49 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #1,807 in Wholesale Trade (6,080 peers)

Astor Wines and Spirits, Inc. multi-year trail

Astor Wines and Spirits, Inc.'s plans moved +34.5% in assets from 2022 to 2024; this filing shows Astor Wines & Spirits, Inc. Employee Stock Ownership Plan at $4M / 49 participants.

#1,807
in Wholesale Trade (6,080 peers)
+4.8%
assets growth YoY

Astor Wines & Spirits, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Astor Wines & Spirits, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,434,744 40th percentile higher than 40% 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

Astor Wines & Spirits, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Astor Wines & Spirits, Inc. Employee Stock Ownership Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Astor Wines & Spirits, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Astor Wines & Spirits, Inc. Employee Stock Ownership Plan reported participants fell from 57 in the plan year 2023 filing to 49 in the plan year 2024 filing.
  • Astor Wines & Spirits, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 132667677 · Astor Wines and Spirits, Inc. PY 2024 · ESOP

Astor Wines & Spirits, Inc. Employee Stock Ownership Plan · $4M · 49 · 40th

  • EOY $4M
  • EOY 49
  • EOY 40th
  • EOY ESOP
  • EOY near Composition Systems, Inc. Employee Stock Ownership Plan II
  • EOY ind #1807

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 What is an ESOP? → · Plans in New York →

Astor Wines & Spirits, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Armstrong Engineering Associates, Inc. Employee Stock Ownership PlanArmstrong Engineering Associ…$4MPacwest Instrument Labs, Inc. ESOPPacwest Instrument Labs, Inc…$4MCranes & Equipment Corp. Employee Stock Ownership Plan and TrustCranes & Equipment Corp. Emp…$4MAstor Wines & Spirits, Inc. Employee Stock Ownership PlanAstor Wines & Spirits, Inc. …$4MComposition Systems, Inc. Employee Stock Ownership Plan IIComposition Systems, Inc. Em…$4M
End-of-year total assets ($M) among Astor Wines & Spirits, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Astor Wines and Spirits, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Astor Wines and Spirits, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 34.5492718446602% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.3M $4.43M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 77 $3M
2023 1 57 $4M
2024 1 49 $4M

Astor Wines and Spirits, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$15M
Net Income$2M
Employer EIN132667677
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

Astor Wines & Spirits, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Astor Wines & Spirits, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.434744 · Participants: 49Astor Wines & Spirits, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Astor Wines & Spirits, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Astor Wines & Spirits, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Astor Wines & Spirits, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Composition Systems, Inc. Employee Stock Ownership Plan II in VA ($4M); by covered participants it is X-Cel Tooling, Inc. Employee Stock Ownership Plan in WI (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Astor Wines & Spirits, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Astor Wines & Spirits, Inc. Employee Stock Ownership Plan edged up modestly - up 4.8% during 2024, from $4M to $4M. Reported net income was $2M.
How have Astor Wines and Spirits, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Astor Wines and Spirits, Inc.'s sponsor-wide assets grew 34.5%, from $3M to $4M.
Which ESOP plans are similar in size to Astor Wines & Spirits, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Composition Systems, Inc. Employee Stock Ownership Plan II in VA ($4M, 58 participants).
Which ESOP plans cover a similar participant headcount to Astor Wines & Spirits, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is X-Cel Tooling, Inc. Employee Stock Ownership Plan in WI (49 participants, $23M 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 132667677.

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.