401(k) · DOL Form 5500 · 2022

Epic Ventures, Inc. Dba Epic Wines & Spirits 401(k) Plan

Data updated 2026-08-25

$475K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$475,020
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Epic Wines 401(k) Profit Sharing Plan · Sponsored by Epic Ventures, Inc. Dba Epic Wines & Spirits · California · Manufacturing

$475K in assets, 1 participants

Epic Ventures, Inc. Dba Epic Wines & Spirits's Epic Wines 401(k) Profit Sharing Plan reported $475K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,526 in Manufacturing (20,602 peers)

2022 asset change

Epic Wines 401(k) Profit Sharing Plan contracted severely 42.5% in 2022 ($826K → $475K) for 1 participant.

#1,526
in Manufacturing (20,602 peers)
-42.5%
assets change YoY

The plan reported a net loss of $351K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Epic Wines 401(k) Profit Sharing Plan among the smaller filed plans by assets

Epic Wines 401(k) Profit Sharing Plan vs every filed plan by assets

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

$475,020 18th percentile higher than 18% 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

Epic Wines 401(k) 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. Epic Wines 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 770471973 · Epic Ventures, Inc. Dba Epic Wines & Spirits PY 2022 · 401(k)

Epic Wines 401(k) Profit Sharing Plan · $475K · 1 · 18th

  • VS-ST $475K
  • VS-ST 1
  • VS-ST 18th
  • VS-ST 401(k)
  • VS-ST near Mcgowan, Mcgowan & Associates Inc. 401(k) Plan
  • VS-ST ind #1526

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 →

Epic Wines 401(k) Profit Sharing Plan in the asset neighbourhood

Epic Wines 401(k) Profit Sharing PlanEpic Wines 401(k) Profit Sha…$475KBluethorn Retirement Plan$475KMcgowan, Mcgowan & Associates Inc. 401(k) PlanMcgowan, Mcgowan & Associate…$475KPharmaluxe, Inc. 401(k) Profit Sharing PlanPharmaluxe, Inc. 401(k) Prof…$475KReinman Retirement Plan$475K
End-of-year total assets ($M) among Epic Wines 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$826K
Net Assets (End of Year)$475K
Net Income-$351K
Employer EIN770471973
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Epic Wines 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Epic Wines 401(k) Profit Sharing Plan, Total assets ($B): 0.00047502 · Participants: 1Epic Wines 401(k) Profit Sharing PlanWells 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
Epic Wines 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Epic Wines 401(k) Profit Sharing Plan side-by-side with 3 peers →

Epic Wines 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mcgowan, Mcgowan & Associates Inc. 401(k) Plan in FL ($475K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($475K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Epic Wines 401(k) Profit Sharing Plan assets move in 2022? ▼
Epic Wines 401(k) Profit Sharing Plan contracted severely - down 42.5% during 2022, from $826K to $475K. Reported net income was -$351K.
Where does Epic Wines 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Epic Wines 401(k) Profit Sharing Plan ranks in the 18th 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 Epic Wines 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcgowan, Mcgowan & Associates Inc. 401(k) Plan in FL ($475K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Epic Wines 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A 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 770471973.

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.