401(k) · DOL Form 5500 · 2024
Southern Glazer's Wine and Spirits, LLC 401(k) Plan
Data updated 2026-08-25
- $2.1B
- Total assets Very large vs avg
- 18,867
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $109,770
- Avg per participant Below avg balance/head
Official DOL plan name: Southern Glazer's 401(k) Plan · Sponsored by Southern Glazer's Wine and Spirits, LLC · Florida · Wholesale Trade
$2.1B in assets, 18,867 participants
Southern Glazer's Wine and Spirits, LLC's Southern Glazer's 401(k) Plan reported $2.1B in total assets and 18,867 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #6,058 in Wholesale Trade (6,080 peers)
Coverage in Florida
Southern Glazer's 401(k) Plan covers 18,867 participants in Florida, 30x the typical Florida plan (state average ~628 per filing). Assets: $2.1B.
- #6,058
- in Wholesale Trade (6,080 peers)
- +10.1%
- assets growth YoY
- 21×
- vs typical plan assets (national mean)
Southern Glazer's 401(k) Plan's outsized position by total assets
Southern Glazer's 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,071,024,330 Top 1% higher than 99% 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
Southern Glazer's 401(k) Plan's mega-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 401(k) Plan is a mega filing (18,867 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern Glazer's 401(k) Plan reported net income fell from $329M in the plan year 2023 filing to $234M in the plan year 2024 filing.
- Southern Glazer's 401(k) Plan end-of-year assets rose from $1.9B in the plan year 2023 filing to $2.1B in the plan year 2024 filing.
- Southern Glazer's 401(k) Plan reported participants rose from 18,617 in the plan year 2023 filing to 18,867 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 591285786 · Southern Glazer's Wine and Spirits, LLC PY 2024 · 401(k)
Southern Glazer's 401(k) Plan · $2.1B · 18,867 · 99th
- 5500 $2.1B
- ASSETS 18,867
- PCT 99th
- EIN 401(k)
- RANK near Commscope, Inc. Retirement Savings Plan
- PHOTO ind #6058
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 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $2.1B |
| Net Income | $234M |
| Employer EIN | 591285786 |
| Plan Effective Date | 1978-09-01 |
| Filing Status | FILING 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
| 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.
- 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
Scale composition for Southern Glazer's 401(k) Plan
Southern Glazer's 401(k) Plan reports $2.1B in end-of-year assets across 18,867 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $109,770 per participant (79% of the national average assets-per-participant) . Net income for plan year 2024 was $234M.
This plan identity (EIN 591285786, plan #001) has 4 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $2.1B (+33.4%) while covered participants moved from 17,622 to 18,867 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,622 | $1.6B | Open filing |
| 2023 | 17,430 | $1.5B | Open filing |
| 2023 | 18,617 | $1.9B | Open filing |
| 2024 · index core | 18,867 | $2.1B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Southern Glazer's Union 401(k) Plan (401(k), $66M, 1,176 participants)
Southern Glazer's 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Commscope, Inc. Retirement Savings Plan in NC ($2.1B); by covered participants it is The Perdue Savings Plan in MD (18,867 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.1B here).
- Commscope, Inc. Retirement Savings Plan (NC) $2.1B · 4,773
- Denso Retirement Savings Plan (MI) $2.1B · 11,799
- Burns & Mcdonnell, Inc. 401(k) Savings Plan (MO) $2.1B · 10,431
- Aldi Inc. Retirement Savings Plan (IL) $2.1B · 48,035
Similar participant headcount
Nearest other-state filings by covered participants (18,867 participants); asset peers above are excluded.
- The Perdue Savings Plan (MD) 18,867 · 0 off
- Amedisys Holding, LLC 401(k) Plan (LA) 18,862 · 5 off
- Greystar 401(k) Plan (TX) 18,942 · 75 off
- Teamhealth 401(k) Plan (TN) 18,772 · 95 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.