401(k) · DOL Form 5500 · 2024

Great Lakes Wine & Spirits, LLC 401(k) Plan

Data updated 2026-08-11

$43M
Total assets
1,054
Participants
82nd
Percentile by assets
$40,790
Avg per participant
PlainRetire home → About this data

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.

  • 82nd percentile by assets (of 123,622 plans)
  • #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.

$43M
total plan assets (2024 EOY)
1,054
covered participants
82nd
percentile by assets (of 123,622 plans)
$40,790
avg assets per participant

Where Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan sits 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

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

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.

See the national 2023→2024 release diff →

State
Michigan
Industry
Wholesale Trade

Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan vs the 2024 asset distribution

By assets, Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan outranks 82% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$43M
Net Income$4M
Employer EIN261689149
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Great Lakes Wine & Spirits, LLC)

$45M$50M$55M$60M$65M 202220232024 $48.4M $60M ▲ +24.0%
Total plan assets by year, all Great Lakes Wine & Spirits, LLC plans on file
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.

Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Great Lakes Wine & S…, Total assets ($B): 0.04299276 · Participants: 1054Great Lakes Wine & S…General Motors Retir…, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retir…Ford Motor Co. Savin…, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savin…The Dow Chemical Com…, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Com…The General Motors P…, Total assets ($B): 9.568379082 · Participants: 42513The General Motors P…Ford Motor Co. Tax-E…, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-E…
Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Great Lakes Wine & Spirits, LLC 401(k) S… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan assets move in 2024? ▼
Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan grew at a solid clip - up 10.7% during 2024, from $39M to $43M. Reported net income was $4M.
How have Great Lakes Wine & Spirits, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Great Lakes Wine & Spirits, LLC's sponsor-wide assets grew 24.0%, from $48M to $60M.
Where does Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Connecticut Distributors, Inc. 401(k) Profit Sharing Plan in CT ($43M, 301 participants).

Next read for Great Lakes Wine & Spirits, LLC 401(k) S…

Scale reading

Ways to act on Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan's numbers.

  • By total assets, Great Lakes Wine & Spirits, LLC 401(k) Savings and Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Michigan. Compare plans
  • Great Lakes Wine & Spirits, LLC's sponsor-wide assets have grown 24.0% since 2022 across 3 plan years on file. More Wholesale Trade plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261689149.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.