401(k) · DOL Form 5500 · 2024

Stoli Group USA, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
61
Participants Small participant base
50th
Percentile by assets National rank
$124,029
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stoli Group USA, LLC 401(k) Plan · Sponsored by Stoli Group USA, LLC · New York · Wholesale Trade

$8M in assets, 61 participants

Stoli Group USA, LLC's Stoli Group USA, LLC 401(k) Plan reported $8M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,415 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Stoli Group USA, LLC 401(k) Plan holds $8M for 61 participants - about $124,029 per participant, above the median plan by assets.

#2,415
in Wholesale Trade (6,080 peers)
-6.4%
assets change YoY

The plan reported a net loss of $514K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stoli Group USA, LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Stoli Group USA, LLC 401(k) Plan vs every filed plan by assets

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

$7,565,770 Top 50% higher than 50% 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

Stoli Group USA, LLC 401(k) 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. Stoli Group USA, LLC 401(k) Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stoli Group USA, LLC 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$514K in the plan year 2024 filing.
  • Stoli Group USA, LLC 401(k) Plan end-of-year assets fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Stoli Group USA, LLC 401(k) Plan reported participants rose from 59 in the plan year 2023 filing to 61 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 990385602 · Stoli Group USA, LLC PY 2024 · 401(k)

Stoli Group USA, LLC 401(k) Plan · $8M · 61 · 50th

  • PART $8M
  • PART 61
  • PART 50th
  • PART 401(k)
  • PART near Caliber Public Schools 401(k) Profit Sharing Plan and Trust
  • PART ind #2415

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 New York →

Stoli Group USA, LLC 401(k) Plan in the asset neighbourhood

Stoli Group USA, LLC 401(k) PlanStoli Group USA, LLC 401(k) …$8MCaliber Public Schools 401(k) Profit Sharing Plan and TrustCaliber Public Schools 401(k…$8MLinus Health, Inc. 401(k) Profit Sharing PlanLinus Health, Inc. 401(k) Pr…$8MPreservation Management, Inc. 401(k) Profit Sharing PlanPreservation Management, Inc…$8MFinity, Inc. 401(k) Plan$8M
End-of-year total assets ($M) among Stoli Group USA, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$514K
Employer EIN990385602
Plan Effective Date2013-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stoli Group USA, LLC)

Sponsor-wide plan assets over time

All Stoli Group USA, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 7.903170575625151% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 202220232024 $7.01M $7.57M ▲ +8.0%
Year Plans Participants Total Assets
2022 1 63 $7M
2023 1 59 $8M
2024 1 61 $8M

Nearby 401(k) Plans in New York

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

Stoli Group USA, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Stoli Group USA, LLC 401(k) Plan, Total assets ($B): 0.00756577 · Participants: 61Stoli Group USA, LLC 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Stoli Group USA, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Stoli Group USA, LLC 401(k) Plan side-by-side with 3 peers →

Stoli Group USA, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Caliber Public Schools 401(k) Profit Sharing Plan and Trust in CA ($8M); by covered participants it is Rockset 401(k) Plan in CA (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Stoli Group USA, LLC 401(k) Plan assets move in 2024? ▼
Stoli Group USA, LLC 401(k) Plan pulled back noticeably - down 6.4% during 2024, from $8M to $8M. Reported net income was -$514K.
How have Stoli Group USA, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stoli Group USA, LLC's sponsor-wide assets grew 7.9%, from $7M to $8M.
Which 401(k) plans are similar in size to Stoli Group USA, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caliber Public Schools 401(k) Profit Sharing Plan and Trust in CA ($8M, 214 participants).
Which 401(k) plans cover a similar participant headcount to Stoli Group USA, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rockset 401(k) Plan in CA (61 participants, N/A 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 990385602.

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.