401(k) · DOL Form 5500 · 2022
Potrero Distilling Holdings 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 61
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $154,378
- Avg per participant Above avg balance/head
Official DOL plan name: Potrero Distilling Holdings Retirement Plan · Sponsored by Potrero Distilling Holdings · California · Management of Enterprises
$9M in assets, 61 participants
Potrero Distilling Holdings's Potrero Distilling Holdings Retirement Plan reported $9M in total assets and 61 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #502 in Management of Enterprises (1,193 peers)
Management of Enterprises sector rank
Within Management of Enterprises, Potrero Distilling Holdings Retirement Plan ranks #502 of 1,193 2022 filers by assets (3775% of the sector average)-$9M for 61 participants.
- #502
- in Management of Enterprises (1,193 peers)
- -22.4%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Potrero Distilling Holdings Retirement Plan's mid-pack asset rank among Management of Enterprises and all filers
Potrero Distilling Holdings Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,417,028 Top 36% higher than 64% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Potrero Distilling Holdings 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. Potrero Distilling Holdings Retirement Plan is a small filing (61 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 272332086 · Potrero Distilling Holdings PY 2022 · 401(k)
Potrero Distilling Holdings Retirement Plan · $9M · 61 · 64th
- EIN $9M
- EIN 61
- EIN 64th
- EIN 401(k)
- EIN near D P Preiss Company Inc 401(k) Profit Sharing Plan & Trust
- EIN ind #502
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 Management of Enterprises retirement plans → · Plans in California →
Potrero Distilling Holdings Retirement Plan in the asset neighbourhood
Management of Enterprises filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$3M |
| Employer EIN | 272332086 |
| Plan Effective Date | 1983-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Potrero Distilling Holdings)
Sponsor-wide plan assets over time
All Potrero Distilling Holdings plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 47.66526126926669% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 61 | $9M |
| 2023 | 1 | 67 | $11M |
| 2024 | 1 | 79 | $14M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Potrero Distilling Holdings Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is D P Preiss Company Inc 401(k) Profit Sharing Plan & Trust in NC ($9M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (61 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (61 participants); asset peers above are excluded.
- Sri Technologies, Inc. Retirement Savings Plan (IL) 61 · 0 off
- Mc Realty Group LLC 401(k) Plan (MO) 61 · 0 off
- Harvey Construction Corporation 401(k) Plan (NH) 61 · 0 off
- Amridge University 401(k) Profit Sharing Plan (AL) 61 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.