401(k) · DOL Form 5500 · 2022

Mantra Wine Cellars 401(k) Plan

Data updated 2026-08-25

$15K
Total assets Small plan by assets
8
Participants Small participant base
2nd
Percentile by assets National rank
$1,891
Avg per participant Low balance/head
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Official DOL plan name: Mantra Wine Cellars 401(k) Profit Sharing Plan & Trust · Sponsored by Mantra Wine Cellars · California · Professional & Technical Services

$15K in assets, 8 participants

Mantra Wine Cellars's Mantra Wine Cellars 401(k) Profit Sharing Plan & Trust reported $15K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.

  • #322 in Professional & Technical Services (21,562 peers)

Mantra Wine Cellars multi-year trail

Mantra Wine Cellars's plans moved +201.0% in assets from 2022 to 2024; this filing shows Mantra Wine Cellars 401(k) Profit Sharing Plan & Trust at $15K / 8 participants.

#322
in Professional & Technical Services (21,562 peers)
+92.3%
assets growth YoY

Mantra Wine Cellars 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Mantra Wine Cellars 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$15,125 2nd percentile higher than 2% 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

Mantra Wine Cellars 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mantra Wine Cellars 401(k) Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.

Published 5500 schedule card

Filing strip 473627720 · Mantra Wine Cellars PY 2022 · 401(k)

Mantra Wine Cellars 401(k) Profit Sharing Plan & Trust · $15K · 8 · 2nd

  • PHOTO $15K
  • PHOTO 8
  • PHOTO 2nd
  • PHOTO 401(k)
  • PHOTO near Bridgestone Apm Company 401(k) Plan
  • PHOTO ind #322

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 Professional & Technical Services retirement plans → · Plans in California →

Mantra Wine Cellars 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Mantra Wine Cellars 401(k) Profit Sharing Plan & TrustMantra Wine Cellars 401(k) P…$15KBridgestone Apm Company 401(k) PlanBridgestone Apm Company 401(…$15KFlorence Fitness, Inc. 401(k) PlanFlorence Fitness, Inc. 401(k…$15KWindy City Signs and Graphics, Inc. 401(k) PlanWindy City Signs and Graphic…$15KPw Life 401(k)$15K
End-of-year total assets ($M) among Mantra Wine Cellars 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mantra Wine Cellars multi-year asset trail

Sponsor-wide plan assets over time

All Mantra Wine Cellars plans reported in each filing year

Latest sponsor-wide plan assets
$46K 200.97851239669419% vs 2022
2024 filing year
$0.01M$0.02M$0.03M$0.04M$0.05M$0.06M 202220232024 $0.02M $0.05M ▲ +150.0%
Year Plans Participants Total Assets
2022 1 8 $15K
2023 1 8 $30K
2024 1 8 $46K

Mantra Wine Cellars filing trail (2022)

Total Assets (Beginning of Year)$8K
Net Assets (End of Year)$15K
Net Income$7K
Employer EIN473627720
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mantra Wine Cellars 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mantra Wine Cellars 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000015125 · Participants: 8Mantra Wine Cellars 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Mantra Wine Cellars 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Mantra Wine Cellars 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Mantra Wine Cellars 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bridgestone Apm Company 401(k) Plan in MI ($15K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15K 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 Mantra Wine Cellars 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Mantra Wine Cellars 401(k) Profit Sharing Plan & Trust surged - up 92.3% during 2022, from $8K to $15K. Reported net income was $7K.
How have Mantra Wine Cellars plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mantra Wine Cellars's sponsor-wide assets grew 201.0%, from $15K to $46K.
Where does Mantra Wine Cellars 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Mantra Wine Cellars 401(k) Profit Sharing Plan & Trust ranks in the 2nd 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 401(k) plans are similar in size to Mantra Wine Cellars 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bridgestone Apm Company 401(k) Plan in MI ($15K, 5,223 participants).
Which 401(k) plans cover a similar participant headcount to Mantra Wine Cellars 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (8 participants, $63K 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 473627720.

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.