401(k) · DOL Form 5500 · 2022

Ruby Wines, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
156
Participants Small participant base
75th
Percentile by assets National rank
$111,183
Avg per participant Below avg balance/head
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Official DOL plan name: Ruby Wines, Inc. 401(k) Profit Sharing Trust · Sponsored by Ruby Wines, Inc. · Massachusetts · Wholesale Trade

$17M in assets, 156 participants

Ruby Wines, Inc.'s Ruby Wines, Inc. 401(k) Profit Sharing Trust reported $17M in total assets and 156 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,907 in Wholesale Trade (6,843 peers)

Coverage in Massachusetts

Ruby Wines, Inc. 401(k) Profit Sharing Trust covers 156 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $17M.

#4,907
in Wholesale Trade (6,843 peers)
-19.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ruby Wines, Inc. 401(k) Profit Sharing Trust's outsized position by total assets

Ruby Wines, Inc. 401(k) Profit Sharing Trust vs every filed plan by assets

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

$17,344,475 Top 25% higher than 75% 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

Ruby Wines, Inc. 401(k) Profit Sharing Trust 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. Ruby Wines, Inc. 401(k) Profit Sharing Trust sits mid-pack in the medium band (156 participants).

Published 5500 schedule card

Filing strip 042036447 · Ruby Wines, Inc. PY 2022 · 401(k)

Ruby Wines, Inc. 401(k) Profit Sharing Trust · $17M · 156 · 75th

  • 5500 $17M
  • ASSETS 156
  • PCT 75th
  • EIN 401(k)
  • RANK near Prometheus Group 401(k) Plan
  • PHOTO ind #4907

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Ruby Wines, Inc. 401(k) Profit Sharing Trust in the asset neighbourhood

Gerflor USA Inc 401(k) Plan$17MSeven-Eleven (Hawaii), Inc. 401(k) PlanSeven-Eleven (Hawaii), Inc. …$17MWesterman, Inc. 401(k) Plan$17MRuby Wines, Inc. 401(k) Profit Sharing TrustRuby Wines, Inc. 401(k) Prof…$17MPrometheus Group 401(k) Plan$17M
End-of-year total assets ($M) among Ruby Wines, Inc. 401(k) Profit Sharing Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN042036447
Plan Effective Date1975-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ruby Wines, Inc.)

Sponsor-wide plan assets over time

All Ruby Wines, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 9.950119562569636% vs 2022
2024 filing year
$17M$18M$19M$20M 202220232024 $17.3M $19.1M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 156 $17M
2023 1 140 $19M
2024 1 155 $19M

Nearby 401(k) Plans in Massachusetts

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

Ruby Wines, Inc. 401(k) Profit Sharing Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Ruby Wines, Inc. 401(k) Profit Sharing Trust, Total assets ($B): 0.017344475 · Participants: 156Ruby Wines, Inc. 401(k) Profit Sharing TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Ruby Wines, Inc. 401(k) Profit Sharing Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ruby Wines, Inc. 401(k) Profit Sharing Trust side-by-side with 3 peers →

Ruby Wines, Inc. 401(k) Profit Sharing Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Prometheus Group 401(k) Plan in NC ($17M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Ruby Wines, Inc. 401(k) Profit Sharing Trust assets move in 2022? ▼
Ruby Wines, Inc. 401(k) Profit Sharing Trust declined sharply - down 19.3% during 2022, from $22M to $17M. Reported net income was -$4M.
How have Ruby Wines, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ruby Wines, Inc.'s sponsor-wide assets grew 10.0%, from $17M to $19M.
Where does Ruby Wines, Inc. 401(k) Profit Sharing Trust rank by assets among Form 5500 filers? ▼
Ruby Wines, Inc. 401(k) Profit Sharing Trust ranks in the 75th 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 401(k) plans are similar in size to Ruby Wines, Inc. 401(k) Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by assets is Prometheus Group 401(k) Plan in NC ($17M, 333 participants).
Which 401(k) plans cover a similar participant headcount to Ruby Wines, Inc. 401(k) Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants, $90K 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 042036447.

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.