401(k) · DOL Form 5500 · 2024

Southern Glazer's Wine and Spirits, LLC 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
1,176
Participants Near avg headcount
87th
Percentile by assets National rank
$56,367
Avg per participant Low balance/head
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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.

  • #5,376 in Wholesale Trade (6,080 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.

#5,376
in Wholesale Trade (6,080 peers)
+311.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Southern Glazer's Union 401(k) Plan's outsized position by total assets

Southern Glazer's Union 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$66,288,084 Top 13% higher than 87% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Southern Glazer's Union 401(k) 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. Southern Glazer's Union 401(k) Plan lands in the large band (1,176 participants).

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 $16M 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 $4M 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 821 in the plan year 2023 filing to 1,176 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 591285786 · Southern Glazer's Wine and Spirits, LLC PY 2024 · 401(k)

Southern Glazer's Union 401(k) Plan · $66M · 1,176 · 87th

  • SCH $66M
  • SCH 1,176
  • SCH 87th
  • SCH 401(k)
  • SCH near Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement
  • SCH ind #5376

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 Florida →

Southern Glazer's Union 401(k) Plan in the asset neighbourhood

Southern Glazer's Union 401(k) PlanSouthern Glazer's Union 401(…$66MBush Brothers & Company Employees' 401(k) Plan and Trust AgreementBush Brothers & Company Empl…$66MCo-Op 401(k) Plan$66MBettcher Industries, Inc. 401(k) Retirement Savings PlanBettcher Industries, Inc. 40…$66MAristotle Capital Management, LLC 401(k) PlanAristotle Capital Management…$66M
End-of-year total assets ($M) among Southern Glazer's Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$66M
Net Income$6M
Employer EIN591285786
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Glazer's Wine and Spirits, LLC)

Sponsor-wide plan assets over time

All Southern Glazer's Wine and Spirits, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2.1B 36.53156654374061% vs 2022
2024 filing year
$1B$2B$3B$4B 202220232024 $1.57B $2.14B ▲ +36.3%
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 Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Southern Glazer's Union 401(k) Plan, Total assets ($B): 0.066288084 · Participants: 1176Southern Glazer's Union 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Southern Glazer's Union 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Southern Glazer's Union 401(k) Plan side-by-side with 3 peers →

Southern Glazer's Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement in TN ($66M); by covered participants it is Georgia Farm Bureau Companies Employee Savings Plan in GA (1,176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,176 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southern Glazer's Union 401(k) Plan assets move in 2024? ▼
Southern Glazer's Union 401(k) Plan surged - up 311.9% during 2024, from $16M to $66M. Reported net income was $6M.
How have Southern Glazer's Wine and Spirits, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Glazer's Wine and Spirits, LLC's sponsor-wide assets grew 36.5%, from $1.6B to $2.1B.
Where does Southern Glazer's Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Southern Glazer's Union 401(k) Plan ranks in the 87th 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 Southern Glazer's Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement in TN ($66M, 710 participants).
Which 401(k) plans cover a similar participant headcount to Southern Glazer's Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Georgia Farm Bureau Companies Employee Savings Plan in GA (1,176 participants, $227M in assets).

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 591285786.

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.