Retail Services & Systems 401(k) plan

Retail Services & Systems, Inc., Bethesda, MD. EIN 25-1531856. Annual reports 2009–2024.

Retail Services & Systems, Inc. has one active retirement plan on file, the Total Wine & More 401(k) Plan, with 10,763 participants and $162 million in assets in 2024. Fidelity has been its recordkeeper since 2021. No traditional pension plan appears in Retail Services & Systems's filings since 2009.

Active plans: 1
Participants: 10,763
Plan assets: $162 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Retail

The plan

Total Wine & More 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 25-1531856
Participants (2024): 10,763
Net assets (2024): $162 million
Recordkeeper: FidelityEarlier: Alerus (2010–2020)
Plan administrator: Retail Services & Systems, Inc.
6600 Rockledge Drive, Suite 150
Bethesda, MD 20817
(301) 795-1000As filed for 2024
In effect since: January 1, 1990

Earlier plan names: Retail Services & Systems, Inc. Deferred Profit Sharing Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	10,763	$162 million	Fidelity
2023	10,306	$131 million	Fidelity
2022	9,842	$94.0 million	Fidelity
2021	9,158	$98.3 million	Fidelity
2020	10,307	$74.7 million	Alerus
2019	4,483	$56.8 million	Alerus
2018	3,811	$39.9 million	Alerus
2017	2,967	$37.2 million	Alerus
2016	2,340	$29.9 million	Alerus
2015	2,008	$24.3 million	Alerus
2014	1,919	$21.8 million	Alerus
2013	1,771	$18.2 million	Alerus
2012	1,551	$13.6 million	Alerus
2011	1,762	$10.9 million	Alerus
2010	1,434	$9.7 million	Alerus
2009	1,275	$8.0 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Total Wine & More 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((301) 795-1000). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Total Wine & More 401(k) Plan

If you had money in one of these plans

What these numbers are

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