Southern Glazer'S Wine and Spirits 401(k) and retirement plans

Southern Glazer'S Wine and Spirits, LLC, Miami, FL. EIN 59-1285786. Annual reports 2009–2024. Also filed as Southern Wine and Spirits of America, Inc.

Southern Glazer'S Wine and Spirits, LLC has 2 active retirement plans on file. The largest is the Southern Glazer'S 401(k) Plan, with 22,224 participants and $2.1 billion in assets in 2024. Schwab has been its recordkeeper since 2016. No traditional pension plan appears in Southern Glazer'S Wine and Spirits's filings since 2009.

Active plans: 2
Participants: 23,458
Plan assets: $2.1 billion
401(k) recordkeeper: Schwab
Plans on file: 2
Industry: Wholesale trade

All 2 plans

Active plans first

Southern Glazer'S 401(k) Plan

401(k)Active

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

Plan number: 001Employer EIN 59-1285786
Participants (2024): 22,224
Net assets (2024): $2.1 billion
Recordkeeper: SchwabEarlier: Mercer (2009–2015)
Plan administrator: Southern Glazer'S Wine and Spirits, LLC
1600 N.W. 163RD Street
Miami, FL 33169
(305) 627-4171As filed for 2024
In effect since: September 1, 1978

Earlier sponsor: Southern Wine and Spirits of America, Inc. (2009–2015).

Earlier plan names: Southern Wine and Spirits of America, Inc. 401K Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	22,224	$2.1 billion	Schwab
2023	22,589	$1.9 billion	Schwab
2022	21,565	$1.6 billion	Schwab
2021	20,497	$1.8 billion	Schwab
2019	19,949	$1.3 billion	Schwab
2018	19,132	$1.1 billion	Schwab
2017	19,430	$1.1 billion	Schwab
2016	19,075	$893 million	Schwab
2015	12,008	$721 million	Mercer
2014	11,840	$701 million	Mercer
2013	11,467	$667 million	Mercer
2012	11,904	$528 million	Mercer
2011	10,064	$441 million	Mercer
2010	9,499	$432 million	Mercer
2009	7,931	$363 million	Mercer

Southern Glazer'S Union 401(k) Plan

401(k)Active

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

Plan number: 002Employer EIN 59-1285786
Participants (2024): 1,234
Net assets (2024): $66.3 million
Recordkeeper: Schwab2021–2024
Plan administrator: Southern Glazer'S Wine and Spirits, LLC
1600 N.W. 163RD Street
Miramar, FL 33169
(305) 627-4171As filed for 2024
In effect since: July 1, 2016

Year by year, 2016 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,234	$66.3 million	Schwab
2023	921	$16.1 million	Schwab
2022	605	$12.5 million	Schwab
2021	414	$9.1 million	Schwab
2019	324	$5.8 million	not listed
2018	308	$4.2 million	not listed
2017	290	$1.2 million	not listed
2016	194	$767,460	not listed

If you had money in one of these plans

Call Schwab (schwab.com), which runs the Southern Glazer'S 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 ((305) 627-4171). 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.

All 2 plans

Southern Glazer'S 401(k) Plan

Southern Glazer'S Union 401(k) Plan

If you had money in one of these plans

What these numbers are

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