401(k) · DOL Form 5500 · 2024
Great Lakes Wine & Spirits, LLC 401(k) Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 1,054
- Participants Near avg headcount
- 82nd
- Percentile by assets National rank
- $40,790
- Avg per participant Low balance/head
Official DOL plan name: Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan · Sponsored by Great Lakes Wine & Spirits, LLC · Michigan · Wholesale Trade
$43M in assets, 1,054 participants
Great Lakes Wine & Spirits, LLC's Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan reported $43M in total assets and 1,054 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #5,031 in Wholesale Trade (6,080 peers)
Where Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan sits by assets
Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan sits in the top quartile of all filed plans by assets, $43M for 1,054 participants (~$40,790/participant), up 10.7% in 2024.
- #5,031
- in Wholesale Trade (6,080 peers)
- +10.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan's outsized position by total assets
Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$42,992,760 Top 18% higher than 82% 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
Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement 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. Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan lands in the large band (1,054 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan end-of-year assets rose from $39M in the plan year 2023 filing to $43M in the plan year 2024 filing.
- Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan reported participants rose from 987 in the plan year 2023 filing to 1,054 in the plan year 2024 filing.
DOL schedule card
Filing strip 261689149 · Great Lakes Wine & Spirits, LLC PY 2024 · 401(k)
Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan · $43M · 1,054 · 82nd
- NET $43M
- BOOK 1,054
- VS-ST 82nd
- BOY 401(k)
- SCH near Connecticut Distributors, Inc. 401(k) Profit Sharing Plan
- EBSA ind #5031
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 Michigan →
Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $4M |
| Employer EIN | 261689149 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Great Lakes Wine & Spirits, LLC)
Sponsor-wide plan assets over time
All Great Lakes Wine & Spirits, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $60M 23.95951427332699% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,652 | $48M |
| 2023 | 3 | 1,644 | $55M |
| 2024 | 3 | 1,700 | $60M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Connecticut Distributors, Inc. 401(k) Profit Sharing Plan in CT ($43M); by covered participants it is Calix, Inc. 401(k) Retirement Savings Plan. in CA (1,054 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,054 participants); asset peers above are excluded.
- Calix, Inc. 401(k) Retirement Savings Plan. (CA) 1,054 · 0 off
- Ocean Reef Club Employee Savings and Retirement Plan (FL) 1,054 · 0 off
- Crown Health Care Laundry Services 401(k) Plan (FL) 1,054 · 0 off
- Edp Renewables North America LLC 401(k) Retirement Savings Plan (TX) 1,054 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.