401(k) · DOL Form 5500 · 2024
Terlato Wine Group, Ltd. 401(k) Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 242
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $180,935
- Avg per participant Above avg balance/head
Official DOL plan name: Terlato Wine Group, Ltd. Savings and Retirement Plan · Sponsored by Terlato Wine Group, Ltd. · Illinois · Manufacturing
$44M in assets, 242 participants
Terlato Wine Group, Ltd.'s Terlato Wine Group, Ltd. Savings and Retirement Plan reported $44M in total assets and 242 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #13,424 in Manufacturing (17,777 peers)
Coverage in Illinois
Terlato Wine Group, Ltd. Savings and Retirement Plan covers 242 participants in Illinois, about 31% of the average Illinois filer (state average ~779 per filing). Assets: $44M.
- #13,424
- in Manufacturing (17,777 peers)
- +11.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Terlato Wine Group, Ltd. Savings and Retirement Plan's outsized position by total assets
Terlato Wine Group, Ltd. Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$43,786,270 Top 17% higher than 83% 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
Terlato Wine Group, Ltd. Savings and Retirement 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. Terlato Wine Group, Ltd. Savings and Retirement Plan sits mid-pack in the medium band (242 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Terlato Wine Group, Ltd. Savings and Retirement Plan reported participants rose from 213 in the plan year 2023 filing to 242 in the plan year 2024 filing.
- Terlato Wine Group, Ltd. Savings and Retirement Plan end-of-year assets rose from $39M in the plan year 2023 filing to $44M in the plan year 2024 filing.
- Terlato Wine Group, Ltd. Savings and Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 363148484 · Terlato Wine Group, Ltd. PY 2024 · 401(k)
Terlato Wine Group, Ltd. Savings and Retirement Plan · $44M · 242 · 83rd
- BOY $44M
- SCH 242
- EBSA 83rd
- PART 401(k)
- TYPE near Padi Savings and Investment Plan
- NET ind #13424
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 Illinois →
Terlato Wine Group, Ltd. Savings and Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $5M |
| Employer EIN | 363148484 |
| Plan Effective Date | 1980-03-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Terlato Wine Group, Ltd.)
Sponsor-wide plan assets over time
All Terlato Wine Group, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 27.962441124664444% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 206 | $34M |
| 2023 | 1 | 213 | $39M |
| 2024 | 1 | 242 | $44M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Terlato Wine Group, Ltd. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Padi Savings and Investment Plan in CA ($44M); by covered participants it is Venus Construction Company 401 (K) Plan in TX (242 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
- Padi Savings and Investment Plan (CA) $44M · 197
- Del Grande Dealer Group 401(k) Plan (CA) $44M · 1,027
- Western Electricity Coordinating Council 401(k) Plan (UT) $44M · 156
- Fowler White Burnett P.a. Profit Sharing 401(k) Plan (FL) $44M · 114
Similar participant headcount
Nearest other-state filings by covered participants (242 participants); asset peers above are excluded.
- Venus Construction Company 401 (K) Plan (TX) 242 · 0 off
- Allone Health Resources, Inc. 401(k) Retirement Savings Plan (PA) 242 · 0 off
- Dalton Motors 401(k) Plan (CA) 242 · 0 off
- Buck Institute for Research on Aging 401(k) Plan (CA) 242 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.