401(k) · DOL Form 5500 · 2022

Bogle Vineyards Inc 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
305
Participants Below avg headcount
74th
Percentile by assets National rank
$54,192
Avg per participant Low balance/head
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Official DOL plan name: Bogle Vineyards Inc 401(k) Retirement Plan · Sponsored by Bogle Vineyards Inc · California · Manufacturing

$17M in assets, 305 participants

Bogle Vineyards Inc's Bogle Vineyards Inc 401(k) Retirement Plan reported $17M in total assets and 305 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,199 in Manufacturing (20,602 peers)

Coverage in California

Bogle Vineyards Inc 401(k) Retirement Plan covers 305 participants in California, about 48% of the average California filer (state average ~630 per filing). Assets: $17M.

#13,199
in Manufacturing (20,602 peers)
-12.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bogle Vineyards Inc 401(k) Retirement Plan's outsized position by total assets

Bogle Vineyards Inc 401(k) Retirement Plan vs every filed plan by assets

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

$16,528,425 Top 26% higher than 74% 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

Bogle Vineyards Inc 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bogle Vineyards Inc 401(k) Retirement Plan sits mid-pack in the medium band (305 participants).

Plan-year Form 5500 strip

Filing strip 942247790 · Bogle Vineyards Inc PY 2022 · 401(k)

Bogle Vineyards Inc 401(k) Retirement Plan · $17M · 305 · 74th

  • TYPE $17M
  • NET 305
  • BOOK 74th
  • VS-ST 401(k)
  • BOY near General Shale Smart Savings 401(k) Plan
  • SCH ind #13199

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 →

Bogle Vineyards Inc 401(k) Retirement Plan in the asset neighbourhood

Bogle Vineyards Inc 401(k) Retirement PlanBogle Vineyards Inc 401(k) R…$17MGeneral Shale Smart Savings 401(k) PlanGeneral Shale Smart Savings …$17MFlahive, Ogden & Latson P.C. Profit Sharing PlanFlahive, Ogden & Latson P.C.…$17MPorter-Starke Services, Inc. 401(k) Profit Sharing PlanPorter-Starke Services, Inc.…$17MDeco Products 401(k) Plan$17M
End-of-year total assets ($M) among Bogle Vineyards Inc 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN942247790
Plan Effective Date1996-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bogle Vineyards Inc)

Sponsor-wide plan assets over time

All Bogle Vineyards Inc plans reported in each filing year

Latest sponsor-wide plan assets
$23M 41.90711456173229% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.5M $23.5M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 305 $17M
2023 1 307 $22M
2024 1 323 $23M

Nearby 401(k) Plans in California

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

Bogle Vineyards Inc 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bogle Vineyards Inc 401(k) Retirement Plan, Total assets ($B): 0.016528425 · Participants: 305Bogle Vineyards Inc 401(k) Retirement 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
Bogle Vineyards Inc 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bogle Vineyards Inc 401(k) Retirement Plan side-by-side with 3 peers →

Bogle Vineyards Inc 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is General Shale Smart Savings 401(k) Plan in TN ($17M); by covered participants it is Unite Retirement Savings Plan in MO (305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (305 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 Bogle Vineyards Inc 401(k) Retirement Plan assets move in 2022? ▼
Bogle Vineyards Inc 401(k) Retirement Plan pulled back noticeably - down 12.2% during 2022, from $19M to $17M. Reported net income was -$2M.
How have Bogle Vineyards Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bogle Vineyards Inc's sponsor-wide assets grew 41.9%, from $17M to $23M.
Which 401(k) plans are similar in size to Bogle Vineyards Inc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is General Shale Smart Savings 401(k) Plan in TN ($17M, 448 participants).
Which 401(k) plans cover a similar participant headcount to Bogle Vineyards Inc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unite Retirement Savings Plan in MO (305 participants, $14M 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 942247790.

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.