401(k) · DOL Form 5500 · 2022

Spanos Berberian Winery, LLC, Dba Bell Wine Cellars 401(k) Plan

Data updated 2026-08-25

$333K
Total assets Small plan by assets
15
Participants Small participant base
15th
Percentile by assets National rank
$22,178
Avg per participant Low balance/head
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Official DOL plan name: Bell Wine Cellars 401(k) Profit Sharing Plan · Sponsored by Spanos Berberian Winery, LLC, Dba Bell Wine Cellars · California · Manufacturing

$333K in assets, 15 participants

Spanos Berberian Winery, LLC, Dba Bell Wine Cellars's Bell Wine Cellars 401(k) Profit Sharing Plan reported $333K in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,212 in Manufacturing (20,602 peers)

Spanos Berberian Winery, LLC, Dba Bell Wine Cellars multi-year trail

Spanos Berberian Winery, LLC, Dba Bell Wine Cellars's plans moved +56.2% in assets from 2022 to 2024; this filing shows Bell Wine Cellars 401(k) Profit Sharing Plan at $333K / 15 participants.

#1,212
in Manufacturing (20,602 peers)
-3.7%
assets change YoY

The plan reported a net loss of $13K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bell Wine Cellars 401(k) Profit Sharing Plan among the smaller filed plans by assets

Bell Wine Cellars 401(k) Profit Sharing Plan vs every filed plan by assets

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

$332,676 15th percentile higher than 15% 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

Bell Wine Cellars 401(k) Profit Sharing 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. Bell Wine Cellars 401(k) Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 043665583 · Spanos Berberian Winery, LLC, Dba Bell Wine Cellars PY 2022 · 401(k)

Bell Wine Cellars 401(k) Profit Sharing Plan · $333K · 15 · 15th

  • NET $333K
  • NET 15
  • NET 15th
  • NET 401(k)
  • NET near Dray, Dyekman, Reed, & Healey, PC 401(k) Profit Sharing Plan
  • NET ind #1212

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 →

Bell Wine Cellars 401(k) Profit Sharing Plan in the asset neighbourhood

Bell Wine Cellars 401(k) Profit Sharing PlanBell Wine Cellars 401(k) Pro…$333KDray, Dyekman, Reed, & Healey, PC 401(k) Profit Sharing PlanDray, Dyekman, Reed, & Heale…$333KMika Management Solutions, LLC 401(k) Profit Sharing Plan & TrustMika Management Solutions, L…$333KBrisher Enterprises Inc. 401(k) PlanBrisher Enterprises Inc. 401…$333KInsulators Local No 53 Vacation FundInsulators Local No 53 Vacat…$333K
End-of-year total assets ($M) among Bell Wine Cellars 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Spanos Berberian Winery, LLC, Dba Bell Wine Cellars multi-year asset trail

Sponsor-wide plan assets over time

All Spanos Berberian Winery, LLC, Dba Bell Wine Cellars plans reported in each filing year

Latest sponsor-wide plan assets
$520K 56.193714004015916% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.33M $0.52M ▲ +57.6%
Year Plans Participants Total Assets
2022 1 15 $333K
2023 1 10 $374K
2024 1 10 $520K

Spanos Berberian Winery, LLC, Dba Bell Wine Cellars filing trail (2022)

Total Assets (Beginning of Year)$346K
Net Assets (End of Year)$333K
Net Income-$13K
Employer EIN043665583
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Bell Wine Cellars 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 ($B) Participants Bell Wine Cellars 401(k) Profit Sharing Plan, Total assets ($B): 0.000332676 · Participants: 15Bell Wine Cellars 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
Bell Wine Cellars 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Bell Wine Cellars 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 Dray, Dyekman, Reed, & Healey, PC 401(k) Profit Sharing Plan in WY ($333K); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Bell Wine Cellars 401(k) Profit Sharing Plan assets move in 2022?
Bell Wine Cellars 401(k) Profit Sharing Plan edged down modestly - down 3.7% during 2022, from $346K to $333K. Reported net income was -$13K.
How have Spanos Berberian Winery, LLC, Dba Bell Wine Cellars plan assets changed over time?
Across 3 plan years on file (2022-2024), Spanos Berberian Winery, LLC, Dba Bell Wine Cellars's sponsor-wide assets grew 56.2%, from $333K to $520K.
Where does Bell Wine Cellars 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Bell Wine Cellars 401(k) Profit Sharing Plan ranks in the 15th 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 Bell Wine Cellars 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Dray, Dyekman, Reed, & Healey, PC 401(k) Profit Sharing Plan in WY ($333K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Bell Wine Cellars 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants, $526K in assets).