401(k) · DOL Form 5500 · 2022

Wine & Roses LLC 401(k) Plan

Data updated 2026-08-25

$926K
Total assets Small plan by assets
100
Participants Small participant base
24th
Percentile by assets National rank
$9,259
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Wine & Roses LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Wine & Roses LLC · California · Other Services

$926K in assets, 100 participants

Wine & Roses LLC's Wine & Roses LLC 401(k) Profit Sharing Plan & Trust reported $926K in total assets and 100 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,988 in Other Services (8,398 peers)

Coverage in California

Wine & Roses LLC 401(k) Profit Sharing Plan & Trust covers 100 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $926K.

#3,988
in Other Services (8,398 peers)
-5.3%
assets change YoY

The plan reported a net loss of $52K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$925,928 24th percentile higher than 24% 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

Wine & Roses LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wine & Roses LLC 401(k) Profit Sharing Plan & Trust is a small filing (100 participants) on this national headcount ladder.

DOL schedule card

Filing strip 680434694 · Wine & Roses LLC PY 2022 · 401(k)

Wine & Roses LLC 401(k) Profit Sharing Plan & Trust · $926K · 100 · 24th

  • PART $926K
  • PART 100
  • PART 24th
  • PART 401(k)
  • PART near A B C Parts International Inc 401(k) Profit Sharing Plan & Trust
  • PART ind #3988

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 Other Services retirement plans → · Plans in California →

Wine & Roses LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Wine & Roses LLC 401(k) Profit Sharing Plan & TrustWine & Roses LLC 401(k) Prof…$926KA B C Parts International Inc 401(k) Profit Sharing Plan & TrustA B C Parts International In…$926KA1a Solar 401 K Profit Sharing Plan TrustA1a Solar 401 K Profit Shari…$926KPeci 401(k) Plan$926KSalewa USA, LLC 401(k) Plan$926K
End-of-year total assets ($M) among Wine & Roses LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$978K
Net Assets (End of Year)$926K
Net Income-$52K
Employer EIN680434694
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Wine & Roses LLC 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 ($B) Participants Wine & Roses LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000925928 · Participants: 100Wine & Roses LLC 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
Wine & Roses LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Wine & Roses LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Wine & Roses LLC 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 A B C Parts International Inc 401(k) Profit Sharing Plan & Trust in NY ($926K); by covered participants it is The Contractors Retirement Plan in AZ (100 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($926K here).

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Wine & Roses LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Wine & Roses LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 5.3% during 2022, from $978K to $926K. Reported net income was -$52K.
Where does Wine & Roses LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Wine & Roses LLC 401(k) Profit Sharing Plan & Trust ranks in the 24th 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 Wine & Roses LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is A B C Parts International Inc 401(k) Profit Sharing Plan & Trust in NY ($926K, 96 participants).
Which 401(k) plans cover a similar participant headcount to Wine & Roses LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Contractors Retirement Plan in AZ (100 participants, $223K 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 680434694.

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.