401(k) · DOL Form 5500 · 2024
Retail Services & Systems, Inc. 401(k) Plan
Data updated 2026-08-25
- $162M
- Total assets Near avg plan size
- 9,667
- Participants Very large workforce
- 93rd
- Percentile by assets National rank
- $16,754
- Avg per participant Low balance/head
Official DOL plan name: Total Wine & More 401(k) Plan · Sponsored by Retail Services & Systems, Inc. · Maryland · Retail Trade
$162M in assets, 9,667 participants
Retail Services & Systems, Inc.'s Total Wine & More 401(k) Plan reported $162M in total assets and 9,667 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,741 in Retail Trade (8,048 peers)
Coverage in Maryland
Total Wine & More 401(k) Plan covers 9,667 participants in Maryland, 10x the typical Maryland plan (state average ~929 per filing). Assets: $162M.
- #7,741
- in Retail Trade (8,048 peers)
- +23.6%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Total Wine & More 401(k) Plan's outsized position by total assets
Total Wine & More 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$161,962,845 Top 7% higher than 93% 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
Total Wine & More 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Total Wine & More 401(k) Plan lands in the large band (9,667 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Total Wine & More 401(k) Plan end-of-year assets rose from $131M in the plan year 2023 filing to $162M in the plan year 2024 filing.
- Total Wine & More 401(k) Plan reported net income fell from $37M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Total Wine & More 401(k) Plan reported participants rose from 9,259 in the plan year 2023 filing to 9,667 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 251531856 · Retail Services & Systems, Inc. PY 2024 · 401(k)
Total Wine & More 401(k) Plan · $162M · 9,667 · 93rd
- BOY $162M
- SCH 9,667
- EBSA 93rd
- PART 401(k)
- TYPE near Barnhart Crane & Rigging Company 401(k) Profit Sharing Plan
- NET ind #7741
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 Retail Trade retirement plans → · Plans in Maryland →
Total Wine & More 401(k) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $131M |
|---|---|
| Net Assets (End of Year) | $162M |
| Net Income | $31M |
| Employer EIN | 251531856 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Retail Services & Systems, Inc.)
Sponsor-wide plan assets over time
All Retail Services & Systems, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $162M 72.32681762284629% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,658 | $94M |
| 2023 | 1 | 9,259 | $131M |
| 2024 | 1 | 9,667 | $162M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Scale composition for Total Wine & More 401(k) Plan
Total Wine & More 401(k) Plan reports $162M in end-of-year assets across 9,667 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $16,754 per participant (12% of the national average assets-per-participant) . Net income for plan year 2024 was $31M.
This plan identity (EIN 251531856, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $94M to $162M (+72.3%) while covered participants moved from 8,658 to 9,667 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,658 | $94M | Open filing |
| 2023 | 9,259 | $131M | Open filing |
| 2024 · index core | 9,667 | $162M | This page |
Total Wine & More 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Barnhart Crane & Rigging Company 401(k) Profit Sharing Plan in TN ($162M); by covered participants it is Asurion, LLC 401(k) Plan in TN (9,670 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($162M here).
- Barnhart Crane & Rigging Company 401(k) Profit Sharing Plan (TN) $162M · 874
- VI Retirement Plan (IL) $162M · 2,906
- Blue Diamond Growers Retirement Savings Plan (CA) $162M · 1,633
- Ts Tech 401(k) Savings Plan (OH) $162M · 2,917
Similar participant headcount
Nearest other-state filings by covered participants (9,667 participants); asset peers above are excluded.
- Asurion, LLC 401(k) Plan (TN) 9,670 · 3 off
- Davidson Hospitality Group 401(k) Plan (GA) 9,664 · 3 off
- Panasonic Retirement Savings and Investment Plan (NJ) 9,662 · 5 off
- Retirement Savings Plan (DE) 9,658 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.