ESOP · DOL Form 5500 · 2022

Vineyard Brands Wines, Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Below avg plan size
66
Participants Small participant base
81st
Percentile by assets National rank
$384,786
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vineyard Brands Wines, Inc. Employee Stock Ownership Plan · Sponsored by Vineyard Brands Wines, Inc. · Alabama · Wholesale Trade

$25M in assets, 66 participants

Vineyard Brands Wines, Inc.'s Vineyard Brands Wines, Inc. Employee Stock Ownership Plan reported $25M in total assets and 66 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #5,451 in Wholesale Trade (6,843 peers)

Where Vineyard Brands Wines, Inc. Employee Stock Ownership Plan sits by assets

Vineyard Brands Wines, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $25M for 66 participants (~$384,786/participant), up 9.3% in 2022.

#5,451
in Wholesale Trade (6,843 peers)
+9.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Vineyard Brands Wines, Inc. Employee Stock Ownership Plan's outsized position by total assets

Vineyard Brands Wines, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$25,395,869 Top 19% higher than 81% 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

Vineyard Brands Wines, Inc. Employee Stock Ownership 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. Vineyard Brands Wines, Inc. Employee Stock Ownership Plan is a small filing (66 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 455059401 · Vineyard Brands Wines, Inc. PY 2022 · ESOP

Vineyard Brands Wines, Inc. Employee Stock Ownership Plan · $25M · 66 · 81st

  • VS-ST $25M
  • VS-ST 66
  • VS-ST 81st
  • VS-ST ESOP
  • VS-ST near Moody's Co-Worker Owned Employee Stock Ownership Plan
  • VS-ST ind #5451

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 What is an ESOP? → · Plans in Alabama →

Vineyard Brands Wines, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Vineyard Brands Wines, Inc. Employee Stock Ownership PlanVineyard Brands Wines, Inc. …$25MMoody's Co-Worker Owned Employee Stock Ownership PlanMoody's Co-Worker Owned Empl…$25MCramer & Associates, Inc. Employee Stock Ownership PlanCramer & Associates, Inc. Em…$25MStars Behavioral Health Group Holding Company Employee Stock Ownership PlanStars Behavioral Health Grou…$25MHart Howerton Employee Stock Ownership PlanHart Howerton Employee Stock…$25M
End-of-year total assets ($M) among Vineyard Brands Wines, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN455059401
Plan Effective Date1990-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vineyard Brands Wines, Inc.)

Sponsor-wide plan assets over time

All Vineyard Brands Wines, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 11.662808452662661% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $39.6M $34.9M ▼ -11.7%
Year Plans Participants Total Assets
2022 2 132 $40M
2023 2 129 $35M
2024 2 126 $35M

Nearby ESOP Plans in Alabama

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

Vineyard Brands Wines, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants Vineyard Brands Wines, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.395869 · Participants: 66Vineyard Brands Wines, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 388.874122 · Participants: 1314Starfish Holdings, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 388.874122 · Participants: 1314Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 163.711693 · Participants: 231Inline Electric Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 126.162 · Participants: 130Signature Homes Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 120.092479 · Participants: 853Radiance Technologies, Inc. Employee Stock Ownership Plan
Vineyard Brands Wines, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Vineyard Brands Wines, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Vineyard Brands Wines, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is Moody's Co-Worker Owned Employee Stock Ownership Plan in ME ($25M); by covered participants it is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (66 participants). Same-state nearby plans are listed separately above.

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 Vineyard Brands Wines, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Vineyard Brands Wines, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.3% during 2022, from $23M to $25M. Reported net income was $2M.
How have Vineyard Brands Wines, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vineyard Brands Wines, Inc.'s sponsor-wide assets declined 11.7%, from $40M to $35M.
Where does Vineyard Brands Wines, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Vineyard Brands Wines, Inc. Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Vineyard Brands Wines, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Moody's Co-Worker Owned Employee Stock Ownership Plan in ME ($25M, 236 participants).
Which ESOP plans cover a similar participant headcount to Vineyard Brands Wines, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (66 participants, $20M 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 455059401.

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.