401(k) · DOL Form 5500 · 2024
Southern Glazer's Wine and Spirits, LLC 401(k) Plan
Data updated 2026-08-06
- $66M
- Total assets
- 1,176
- Participants
- 87th
- Percentile by assets
- $56,367
- Avg per participant
Official DOL plan name: Southern Glazer's Union 401(k) Plan · Sponsored by Southern Glazer's Wine and Spirits, LLC · Florida · Wholesale Trade
$66M in assets, 1,176 participants
Southern Glazer's Wine and Spirits, LLC's Southern Glazer's Union 401(k) Plan reported $66M in total assets and 1,176 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 116,472 plans)
- #5,091 in Wholesale Trade (5,756 peers)
Where Southern Glazer's Union 401(k) Plan sits by assets
Southern Glazer's Union 401(k) Plan sits in the top quartile of all filed plans by assets, $66M for 1,176 participants (~$56,367/participant), up 311.9% in 2024.
- $66M
- total plan assets (2024 EOY)
- 1,176
- covered participants
- 87th
- percentile by assets (of 116,472 plans)
- $56,367
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern Glazer's Union 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $66M in the plan year 2024 filing.
- Southern Glazer's Union 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Southern Glazer's Union 401(k) Plan reported participants rose from 337 in the plan year 2023 filing to 1,176 in the plan year 2024 filing.
Southern Glazer's Union 401(k) Plan vs the 2024 asset distribution
By assets, Southern Glazer's Union 401(k) Plan outranks 87% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | $6M |
| Employer EIN | 591285786 |
| Plan Effective Date | 2016-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Glazer's Wine and Spirits, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 18,010 | $1.6B |
| 2023 | 4 | 37,205 | $3.4B |
| 2024 | 2 | 20,043 | $2.1B |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Southern Glazer's Union 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Southern Glazer's Union 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Southern Glazer's Union 401(k) Plan assets move in 2024? ▼
How have Southern Glazer's Wine and Spirits, LLC plan assets changed over time? ▼
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Next read for Southern Glazer's Union 401(k) Plan
Scale reading
Ways to act on Southern Glazer's Union 401(k) Plan's numbers.
- By total assets, Southern Glazer's Union 401(k) 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 Florida. Compare plans
- Southern Glazer's Wine and Spirits, LLC's sponsor-wide assets have grown 36.5% since 2022 across 3 plan years on file. More Wholesale Trade plans