401(k) · DOL Form 5500 · 2024

Traditions Spirits Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
897
Participants Near avg headcount
33rd
Percentile by assets National rank
$3,147
Avg per participant Low balance/head
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Official DOL plan name: Traditions Spirits Inc 401(k) Plan · Sponsored by Traditions Spirits Inc · Oklahoma · Food Services & Accommodation

$3M in assets, 897 participants

Traditions Spirits Inc's Traditions Spirits Inc 401(k) Plan reported $3M in total assets and 897 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,519 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Traditions Spirits Inc 401(k) Plan ranks #2,519 of 3,672 2024 filers by assets (693% of the sector average)-$3M for 897 participants.

#2,519
in Food Services & Accommodation (3,672 peers)
+50.2%
assets growth YoY

Traditions Spirits Inc 401(k) Plan among the smaller filed plans by assets

Traditions Spirits Inc 401(k) Plan vs every filed plan by assets

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

$2,822,718 33rd percentile higher than 33% 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

Traditions Spirits 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. Traditions Spirits Inc 401(k) Plan sits mid-pack in the medium band (897 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Traditions Spirits Inc 401(k) Plan reported participants rose from 371 in the plan year 2023 filing to 897 in the plan year 2024 filing.
  • Traditions Spirits Inc 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Traditions Spirits Inc 401(k) Plan reported net income rose from $842K in the plan year 2023 filing to $942K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 208458527 · Traditions Spirits Inc PY 2024 · 401(k)

Traditions Spirits Inc 401(k) Plan · $3M · 897 · 33rd

  • TYPE $3M
  • TYPE 897
  • TYPE 33rd
  • TYPE 401(k)
  • TYPE near Delmar Corporate Cleaning Services, Inc. 401(k) Plan
  • TYPE ind #2519

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 Food Services & Accommodation retirement plans → · Plans in Oklahoma →

Traditions Spirits Inc 401(k) Plan in the asset neighbourhood

Traditions Spirits Inc 401(k) PlanTraditions Spirits Inc 401(k…$3MDelmar Corporate Cleaning Services, Inc. 401(k) PlanDelmar Corporate Cleaning Se…$3MBottle King 401(k) Plan$3MThe 20, LLC 401(k) Plan$3MSterling Restaurants, LLC 401(k) PlanSterling Restaurants, LLC 40…$3M
End-of-year total assets ($M) among Traditions Spirits Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$942K
Employer EIN208458527
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Traditions Spirits Inc)

Sponsor-wide plan assets over time

All Traditions Spirits Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 173.30308593205373% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $1.03M $2.82M ▲ +173.8%
Year Plans Participants Total Assets
2022 1 219 $1M
2023 1 371 $2M
2024 1 897 $3M

Nearby 401(k) Plans in Oklahoma

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Traditions Spirits Inc 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -20246 Total assets ($B) Participants Traditions Spirits Inc 401(k) Plan, Total assets ($B): 0.002822718 · Participants: 897Traditions Spirits Inc 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Traditions Spirits Inc 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Traditions Spirits Inc 401(k) Plan side-by-side with 3 peers →

Traditions Spirits Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Delmar Corporate Cleaning Services, Inc. 401(k) Plan in MD ($3M); by covered participants it is Ionis Pharmaceuticals 401(k) Plan in CA (897 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (897 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 Traditions Spirits Inc 401(k) Plan assets move in 2024? ▼
Traditions Spirits Inc 401(k) Plan surged - up 50.2% during 2024, from $2M to $3M. Reported net income was $942K.
How have Traditions Spirits Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Traditions Spirits Inc's sponsor-wide assets grew 173.3%, from $1M to $3M.
Which 401(k) plans are similar in size to Traditions Spirits Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Delmar Corporate Cleaning Services, Inc. 401(k) Plan in MD ($3M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Traditions Spirits Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ionis Pharmaceuticals 401(k) Plan in CA (897 participants, $316M 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 208458527.

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.