401(k) · DOL Form 5500 · 2024
Great Lakes Wine and Spirits, LLC 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 382
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $34,890
- Avg per participant Low balance/head
Official DOL plan name: Great Lakes Wine and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038 · Sponsored by Great Lakes Wine and Spirits, LLC · Michigan · Wholesale Trade
$13M in assets, 382 participants
Great Lakes Wine and Spirits, LLC's Great Lakes Wine and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038 reported $13M in total assets and 382 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #3,313 in Wholesale Trade (6,080 peers)
Great Lakes Wine and Spirits, LLC multi-year trail
Great Lakes Wine and Spirits, LLC's plans moved +24.0% in assets from 2022 to 2024; this filing shows Great Lakes Wine and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038 at $13M / 382 participants.
- #3,313
- in Wholesale Trade (6,080 peers)
- +4.4%
- assets growth YoY
Great Lakes Wine and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038's mid-pack asset rank among Wholesale Trade and all filers
Great Lakes Wine and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,327,830 Top 38% higher than 62% 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 and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038 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. Great Lakes Wine and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038 sits mid-pack in the medium band (382 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Great Lakes Wine and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038 reported net income fell from $1M in the plan year 2023 filing to $559K in the plan year 2024 filing.
- Great Lakes Wine and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038 reported participants rose from 358 in the plan year 2023 filing to 382 in the plan year 2024 filing.
- Great Lakes Wine and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038 end-of-year assets rose from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 261689149 · Great Lakes Wine and Spirits, LLC PY 2024 · 401(k)
Great Lakes Wine and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038 · $13M · 382 · 62nd
- VS-ST $13M
- BOY 382
- SCH 62nd
- EBSA 401(k)
- PART near Digestive Health Clinic, LLC 401(k) Profit Sharing Plan
- TYPE ind #3313
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 and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038 in the asset neighbourhood
Great Lakes Wine and Spirits, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Great Lakes Wine and 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 |
Great Lakes Wine and Spirits, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $559K |
| Employer EIN | 261689149 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
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 and Spirits, LLC Retirement Plan for Employees Represented by Teamsters Local 1038's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID ($13M); by covered participants it is United Medical Systems 401(k) Profit Sharing Plan and Trust in MA (382 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Digestive Health Clinic, LLC 401(k) Profit Sharing Plan (ID) $13M · 132
- Source4 401(k) Plan (VA) $13M · 242
- Igh Properties, Inc. 401(k) Plan (TX) $13M · 12
- Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan (MA) $13M · 225
Similar participant headcount
Nearest other-state filings by covered participants (382 participants); asset peers above are excluded.
- United Medical Systems 401(k) Profit Sharing Plan and Trust (MA) 382 · 0 off
- Branch Financial 401(k) Plan (NH) 382 · 0 off
- Smith Douglas Homes 401(k) Plan (GA) 382 · 0 off
- Blaine Brothers Maintenance, Inc. Retirement Plan (MN) 382 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.