Profit Sharing · DOL Form 5500 · 2022

Spottswoode Winery, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
18
Participants Small participant base
55th
Percentile by assets National rank
$344,346
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Spottswoode Retirement Plan · Sponsored by Spottswoode Winery, Inc. · California · Agriculture, Forestry & Fishing

$6M in assets, 18 participants

Spottswoode Winery, Inc.'s Spottswoode Retirement Plan reported $6M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #920 in Agriculture, Forestry & Fishing (1,523 peers)

2022 asset change

Spottswoode Retirement Plan pulled back noticeably 10.6% in 2022 ($7M → $6M) for 18 participants.

#920
in Agriculture, Forestry & Fishing (1,523 peers)
-10.6%
assets change YoY

The plan reported a net loss of $736K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Spottswoode Retirement Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Spottswoode Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,198,232 Top 45% higher than 55% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Spottswoode Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spottswoode Retirement Plan is a small filing (18 participants) on this national headcount ladder.

DOL schedule card

Filing strip 942856142 · Spottswoode Winery, Inc. PY 2022 · Profit Sharing

Spottswoode Retirement Plan · $6M · 18 · 55th

  • NET $6M
  • BOOK 18
  • VS-ST 55th
  • BOY Profit Sharing
  • SCH near Community Health and Counseling Services Discretionary Profit Sharing 401(a)
  • EBSA ind #920

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Spottswoode Retirement Plan in the asset neighbourhood

Ralph C. Mehler Agency, Inc Profit Sharing Plan & TrustRalph C. Mehler Agency, Inc …$6MEarly Education and Care, Inc. 401(k) Profit Sharing PlanEarly Education and Care, In…$6MSpottswoode Retirement Plan$6MCommunity Health and Counseling Services Discretionary Profit Sharing 401(a)Community Health and Counsel…$6MRetirement Plan for Faculty and Administrators of Annapolis AreaRetirement Plan for Faculty …$6M
End-of-year total assets ($M) among Spottswoode Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$736K
Employer EIN942856142
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Spottswoode Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Spottswoode Retirement Plan, Total assets ($B): 0.006198232 · Participants: 18Spottswoode Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Spottswoode Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Spottswoode Retirement Plan side-by-side with 3 peers →

Spottswoode Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Community Health and Counseling Services Discretionary Profit Sharing 401(a) in ME ($6M); by covered participants it is Dme Interests, Inc. Retirement Plan in TX (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Spottswoode Retirement Plan assets move in 2022? ▼
Spottswoode Retirement Plan pulled back noticeably - down 10.6% during 2022, from $7M to $6M. Reported net income was -$736K.
Which Profit Sharing plans are similar in size to Spottswoode Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Community Health and Counseling Services Discretionary Profit Sharing 401(a) in ME ($6M, 357 participants).
Which Profit Sharing plans cover a similar participant headcount to Spottswoode Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dme Interests, Inc. Retirement Plan in TX (18 participants, $488K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942856142.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.