401(k) · DOL Form 5500 · 2024
Four Roses Distillery LLC 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 143
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $156,414
- Avg per participant Above avg balance/head
Official DOL plan name: Four Roses Distillery LLC Savings Plan · Sponsored by Four Roses Distillery LLC · Kentucky · Manufacturing
$22M in assets, 143 participants
Four Roses Distillery LLC's Four Roses Distillery LLC Savings Plan reported $22M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #11,090 in Manufacturing (17,777 peers)
Coverage in Kentucky
Four Roses Distillery LLC Savings Plan covers 143 participants in Kentucky, about 22% of the average Kentucky filer (state average ~647 per filing). Assets: $22M.
- #11,090
- in Manufacturing (17,777 peers)
- +14.2%
- assets growth YoY
Four Roses Distillery LLC Savings Plan's outsized position by total assets
Four Roses Distillery LLC Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,367,137 Top 28% higher than 72% 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
Four Roses Distillery LLC Savings 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. Four Roses Distillery LLC Savings Plan sits mid-pack in the medium band (143 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Four Roses Distillery LLC Savings Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Four Roses Distillery LLC Savings Plan reported participants rose from 112 in the plan year 2023 filing to 143 in the plan year 2024 filing.
- Four Roses Distillery LLC Savings Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.
DOL schedule card
Filing strip 061636822 · Four Roses Distillery LLC PY 2024 · 401(k)
Four Roses Distillery LLC Savings Plan · $22M · 143 · 72nd
- SCH $22M
- EBSA 143
- PART 72nd
- TYPE 401(k)
- NET near Cornerstone Wauseon 401(k) Plan
- BOOK ind #11090
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 →
Four Roses Distillery LLC Savings Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $3M |
| Employer EIN | 061636822 |
| Plan Effective Date | 2002-02-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Four Roses Distillery LLC)
Sponsor-wide plan assets over time
All Four Roses Distillery LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 43.15121596187402% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 84 | $16M |
| 2023 | 1 | 112 | $20M |
| 2024 | 1 | 143 | $22M |
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
Four Roses Distillery LLC Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Cornerstone Wauseon 401(k) Plan in OH ($22M); by covered participants it is Blairex Laboratories, Inc. 401(k) in IN (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Cornerstone Wauseon 401(k) Plan (OH) $22M · 191
- Stanley D. Lindsey & Associates, Ltd. 401(k) Plan (TN) $22M · 62
- Visiting Nurse Health System, Inc. 403(b) Plan (GA) $22M · 434
- Mission Critical Group 401(k) Plan (CA) $22M · 198
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
- Blairex Laboratories, Inc. 401(k) (IN) 143 · 0 off
- Flywheel Digital LLC 401(k) Plan () 143 · 0 off
- Clock Spring Company, Inc. 401(k) Plan (CT) 143 · 0 off
- Spectra Company Inc 401(k) Profit Sharing Plan & Trust (CA) 143 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.