Profit Sharing · DOL Form 5500 · 2022

Bellagrace Vineyards Profit Sharing Plan

Data updated 2026-08-25

$748K
Total assets Small plan by assets
8
Participants Small participant base
22nd
Percentile by assets National rank
$93,543
Avg per participant Below avg balance/head
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Official DOL plan name: Bellagrace Vineyards Profit Sharing Plan · Sponsored by Bellagrace Vineyards · California · Manufacturing

$748K in assets, 8 participants

Bellagrace Vineyards's Bellagrace Vineyards Profit Sharing Plan reported $748K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,991 in Manufacturing (20,602 peers)

2022 asset change

Bellagrace Vineyards Profit Sharing Plan grew sharply 25.0% in 2022 ($599K → $748K) for 8 participants.

#1,991
in Manufacturing (20,602 peers)
+25.0%
assets growth YoY

Bellagrace Vineyards Profit Sharing Plan among the smaller filed plans by assets

Bellagrace Vineyards Profit Sharing Plan vs every filed plan by assets

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

$748,343 22nd percentile higher than 22% 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

Bellagrace Vineyards Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bellagrace Vineyards Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

Published 5500 schedule card

Filing strip 273380383 · Bellagrace Vineyards PY 2022 · Profit Sharing

Bellagrace Vineyards Profit Sharing Plan · $748K · 8 · 22nd

  • SCH $748K
  • SCH 8
  • SCH 22nd
  • SCH Profit Sharing
  • SCH near Jasdar Inc. Retirement Plan
  • SCH ind #1991

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 Manufacturing retirement plans → · Plans in California →

Bellagrace Vineyards Profit Sharing Plan in the asset neighbourhood

Bellagrace Vineyards Profit Sharing PlanBellagrace Vineyards Profit …$748KJasdar Inc. Retirement Plan$748KValgene Incorporated Retirement PlanValgene Incorporated Retirem…$748KCaratini-Flores Retirement PlanCaratini-Flores Retirement P…$748KBrigantine Holdings Inc. Retirement PlanBrigantine Holdings Inc. Ret…$749K
End-of-year total assets ($M) among Bellagrace Vineyards Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Bellagrace Vineyards years around the 2022 move

Sponsor-wide plan assets over time

All Bellagrace Vineyards plans reported in each filing year

Latest sponsor-wide plan assets
$765K 2.2608616637023395% vs 2022
2024 filing year
$0.65M$0.7M$0.75M$0.8M 202220232024 $0.75M $0.77M ▲ +2.7%
Year Plans Participants Total Assets
2022 1 8 $748K
2023 1 9 $701K
2024 1 9 $765K

2022 asset-move particulars

Total Assets (Beginning of Year)$599K
Net Assets (End of Year)$748K
Net Income$150K
Employer EIN273380383
Plan Effective Date2010-09-02
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Bellagrace Vineyards Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Bellagrace Vineyards Profit Sharing Plan, Total assets ($B): 0.000748343 · Participants: 8Bellagrace Vineyards Profit Sharing 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
Bellagrace Vineyards Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Bellagrace Vineyards Profit Sharing Plan side-by-side with 3 peers →

Bellagrace Vineyards Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Jasdar Inc. Retirement Plan in FL ($748K); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($748K here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Bellagrace Vineyards Profit Sharing Plan assets move in 2022? ▼
Bellagrace Vineyards Profit Sharing Plan grew sharply - up 25.0% during 2022, from $599K to $748K. Reported net income was $150K.
How have Bellagrace Vineyards plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellagrace Vineyards's sponsor-wide assets grew 2.3%, from $748K to $765K.
Where does Bellagrace Vineyards Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bellagrace Vineyards Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Bellagrace Vineyards Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jasdar Inc. Retirement Plan in FL ($748K, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Bellagrace Vineyards Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $327K 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 273380383.

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.