401(k) · DOL Form 5500 · 2024
Retail Services & Systems, Inc. 401(k) Plan
Data updated 2026-08-11
- $162M
- Total assets
- 9,667
- Participants
- 93rd
- Percentile by assets
- $16,754
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $162M
- total plan assets (2024 EOY)
- 9,667
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $16,754
- avg assets per participant
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.
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. Total Wine & More 401(k) Plan reports 9,667 participants - 10x that state average ($162M EOY assets).
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.)
| 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.
Total Wine & More 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
- 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 |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Total Wine & More 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Total Wine & More 401(k) Plan assets move in 2024? ▼
How have Retail Services & Systems, Inc. plan assets changed over time? ▼
Where does Total Wine & More 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Total Wine & More 401(k) Plan? ▼
Next read for Total Wine & More 401(k) Plan
Filing takeaways
Ways to act on Total Wine & More 401(k) Plan's numbers.
- By total assets, Total Wine & More 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Maryland. Compare plans
- Retail Services & Systems, Inc.'s sponsor-wide assets have grown 72.3% since 2022 across 3 plan years on file. More Retail Trade plans