401(k) · DOL Form 5500 · 2024
Frank Liquor Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $82M
- Total assets Below avg plan size
- 977
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $83,879
- Avg per participant Below avg balance/head
Official DOL plan name: Frank Liquor Company, Inc. 401(k) Plan · Sponsored by Frank Liquor Company, Inc. · Wisconsin · Wholesale Trade
$82M in assets, 977 participants
Frank Liquor Company, Inc.'s Frank Liquor Company, Inc. 401(k) Plan reported $82M in total assets and 977 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #5,508 in Wholesale Trade (6,080 peers)
Where Frank Liquor Company, Inc. 401(k) Plan sits by assets
Frank Liquor Company, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $82M for 977 participants (~$83,879/participant), up 6.4% in 2024.
- #5,508
- in Wholesale Trade (6,080 peers)
- +6.4%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Frank Liquor Company, Inc. 401(k) Plan's outsized position by total assets
Frank Liquor Company, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$81,950,113 Top 11% higher than 89% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Frank Liquor Company, Inc. 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Frank Liquor Company, Inc. 401(k) Plan sits mid-pack in the medium band (977 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Frank Liquor Company, Inc. 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Frank Liquor Company, Inc. 401(k) Plan end-of-year assets rose from $77M in the plan year 2023 filing to $82M in the plan year 2024 filing.
- Frank Liquor Company, Inc. 401(k) Plan reported participants rose from 930 in the plan year 2023 filing to 977 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 390961308 · Frank Liquor Company, Inc. PY 2024 · 401(k)
Frank Liquor Company, Inc. 401(k) Plan · $82M · 977 · 89th
- BOY $82M
- SCH 977
- EBSA 89th
- PART 401(k)
- TYPE near Osg, Inc. Savings and Retirement Plan
- NET ind #5508
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 Wisconsin →
Frank Liquor Company, Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $82M |
| Net Income | $5M |
| Employer EIN | 390961308 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Frank Liquor Company, Inc.)
Sponsor-wide plan assets over time
All Frank Liquor Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $82M 21.36326194142506% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 940 | $68M |
| 2023 | 1 | 930 | $77M |
| 2024 | 1 | 977 | $82M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Frank Liquor Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Osg, Inc. Savings and Retirement Plan in NJ ($82M); by covered participants it is Third Federal 401(k) Savings Plan in OH (977 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($82M here).
- Osg, Inc. Savings and Retirement Plan (NJ) $82M · 1,398
- 8th Avenue Food & Provisions, Inc. 401(k) Plan (MO) $82M · 796
- Ho-Chunk, Inc. 401(k) Plan (NE) $82M · 1,590
- Mbo Associate 401(k) Plan (VA) $82M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (977 participants); asset peers above are excluded.
- Third Federal 401(k) Savings Plan (OH) 977 · 0 off
- Community Brands 401(k) Plan (FL) 977 · 0 off
- Slp Tacer 401(k) Plan (CA) 977 · 0 off
- Pinnacle Health System 401(k) Plan (PA) 977 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.