401(k) · DOL Form 5500 · 2024
Southwest Wine and Spirits LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 845
- Participants Near avg headcount
- 30th
- Percentile by assets National rank
- $2,397
- Avg per participant Low balance/head
Official DOL plan name: Wally's Wine 401(k) Plan · Sponsored by Southwest Wine and Spirits LLC · California · Retail Trade
$2M in assets, 845 participants
Southwest Wine and Spirits LLC's Wally's Wine 401(k) Plan reported $2M in total assets and 845 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #3,384 in Retail Trade (8,048 peers)
Southwest Wine and Spirits LLC multi-year trail
Southwest Wine and Spirits LLC's plans moved +45.0% in assets from 2022 to 2024; this filing shows Wally's Wine 401(k) Plan at $2M / 845 participants.
- #3,384
- in Retail Trade (8,048 peers)
- +21.2%
- assets growth YoY
Wally's Wine 401(k) Plan among the smaller filed plans by assets
Wally's Wine 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,025,313 30th percentile higher than 30% 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
Wally's Wine 401(k) Plan 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. Wally's Wine 401(k) Plan sits mid-pack in the medium band (845 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wally's Wine 401(k) Plan reported participants rose from 302 in the plan year 2023 filing to 845 in the plan year 2024 filing.
- Wally's Wine 401(k) Plan reported net income rose from $274K in the plan year 2023 filing to $354K in the plan year 2024 filing.
- Wally's Wine 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 462218226 · Southwest Wine and Spirits LLC PY 2024 · 401(k)
Wally's Wine 401(k) Plan · $2M · 845 · 30th
- SCH $2M
- SCH 845
- SCH 30th
- SCH 401(k)
- SCH near Pasi Inc. 401(k) Plan
- SCH ind #3384
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 Retail Trade retirement plans → · Plans in California →
Wally's Wine 401(k) Plan in the asset neighbourhood
Southwest Wine and Spirits LLC multi-year asset trail
Sponsor-wide plan assets over time
All Southwest Wine and Spirits LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 44.96010455555301% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 370 | $1M |
| 2023 | 1 | 302 | $2M |
| 2024 | 1 | 845 | $2M |
Southwest Wine and Spirits LLC filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $354K |
| Employer EIN | 462218226 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Wally's Wine 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Pasi Inc. 401(k) Plan in LA ($2M); by covered participants it is Qsi, Inc. 401(k) Profit Sharing Plan in KY (845 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Pasi Inc. 401(k) Plan (LA) $2M · N/A
- Rudy's Barbershop 401(k) Plan (WA) $2M · 381
- Century Systems 401(k) Plan (OH) $2M · 9
- West Jefferson Radiology, LLC 401(k) Profit Sharin (AL) $2M · 4
Similar participant headcount
Nearest other-state filings by covered participants (845 participants); asset peers above are excluded.
- Qsi, Inc. 401(k) Profit Sharing Plan (KY) 845 · 0 off
- D'addario & Company, Inc. 401(k) Plan (NY) 845 · 0 off
- Tri-County Care, LLC 401(k) Plan (NY) 845 · 0 off
- Carmeuse Lime, Inc. 401(k) Plan for Bargaining Unit Employees (PA) 845 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.