401(k) · DOL Form 5500 · 2024
Southern Glazer's Wine and Spirits, LLC 401(k) Plan
Data updated 2026-08-06
- $2.1B
- Total assets
- 18,867
- Participants
- 99th
- Percentile by assets
- $109,770
- Avg per participant
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.
- 99th percentile by assets (of 116,472 plans)
- #5,736 in Wholesale Trade (5,756 peers)
Coverage in Florida
Southern Glazer's 401(k) Plan covers 18,867 participants in Florida, 30x the typical Florida plan (state average ~631 per filing). Assets: $2.1B.
- $2.1B
- total plan assets (2024 EOY)
- 18,867
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $109,770
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern Glazer's 401(k) Plan end-of-year assets rose from $1.5B in the plan year 2023 filing to $2.1B in the plan year 2024 filing.
- Southern Glazer's 401(k) Plan reported net income rose from $200M in the plan year 2023 filing to $234M in the plan year 2024 filing.
- Southern Glazer's 401(k) Plan reported participants rose from 17,430 in the plan year 2023 filing to 18,867 in the plan year 2024 filing.
Participants vs Florida filers
In Florida, the average filing covers about 631 participants across 6,304 plans. Southern Glazer's 401(k) Plan reports 18,867 participants - 30x that state average ($2.1B EOY assets).
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)
| 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 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
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 (0.018% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.021% of 89,805,449 covered participants) - about $109,770 per participant (80% 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Southern Glazer's 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Southern Glazer's 401(k) Plan assets move in 2024? ▼
How have Southern Glazer's Wine and Spirits, LLC plan assets changed over time? ▼
Where does Southern Glazer's 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Southern Glazer's 401(k) Plan? ▼
Next read for Southern Glazer's 401(k) Plan
Filing takeaways
Ways to act on Southern Glazer's 401(k) Plan's numbers.
- By total assets, Southern Glazer's 401(k) Plan ranks among the largest 1% of all filed plans. 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