401(k) · DOL Form 5500 · 2024
Heaven Hill Distilleries, Inc. 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 500
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $70,902
- Avg per participant Below avg balance/head
Official DOL plan name: Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees · Sponsored by Heaven Hill Distilleries, Inc. · Kentucky · Manufacturing
$35M in assets, 500 participants
Heaven Hill Distilleries, Inc.'s Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees reported $35M in total assets and 500 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #12,777 in Manufacturing (17,777 peers)
Where Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees sits by assets
Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees sits in the top quartile of all filed plans by assets, $35M for 500 participants (~$70,902/participant), up 3.9% in 2024.
- #12,777
- in Manufacturing (17,777 peers)
- +3.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees's outsized position by total assets
Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,450,808 Top 20% higher than 80% 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
Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees 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. Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees sits mid-pack in the medium band (500 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees reported participants fell from 539 in the plan year 2023 filing to 500 in the plan year 2024 filing.
- Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees end-of-year assets rose from $34M in the plan year 2023 filing to $35M in the plan year 2024 filing.
DOL schedule card
Filing strip 610402960 · Heaven Hill Distilleries, Inc. PY 2024 · 401(k)
Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees · $35M · 500 · 80th
- ASSETS $35M
- ASSETS 500
- ASSETS 80th
- ASSETS 401(k)
- ASSETS near M & K Employee Services, Inc. 401(k) Plan
- ASSETS ind #12777
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 Manufacturing retirement plans → · Plans in Kentucky →
Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $1M |
| Employer EIN | 610402960 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heaven Hill Distilleries, Inc.)
Sponsor-wide plan assets over time
All Heaven Hill Distilleries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $101M 38.9041851306678% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 995 | $72M |
| 2023 | 2 | 969 | $88M |
| 2024 | 2 | 1,197 | $101M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is M & K Employee Services, Inc. 401(k) Plan in MI ($35M); by covered participants it is Qualifacts Systems 401(k) Plan in TN (500 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (500 participants); asset peers above are excluded.
- Qualifacts Systems 401(k) Plan (TN) 500 · 0 off
- Choices Healthcare 401(k) Retirement Plan (PA) 500 · 0 off
- 401(k) Retirement Plan for Employees of Mather (IL) 500 · 0 off
- North American Risk Services, Inc. 401(k) Plan (FL) 500 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.