401(k) · DOL Form 5500 · 2022

Haber Family Vineyards LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
27th
Percentile by assets National rank
$599,042
Avg per participant High balance/head
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Official DOL plan name: Haber Family Vineyards LLC Self Employed 401(k) Plan · Sponsored by Haber Family Vineyards LLC · California · Food Services & Accommodation

$1M in assets, 2 participants

Haber Family Vineyards LLC's Haber Family Vineyards LLC Self Employed 401(k) Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,823 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Haber Family Vineyards LLC Self Employed 401(k) Plan ranks #2,823 of 4,592 2022 filers by assets (1633% of the sector average)-$1M for 2 participants.

#2,823
in Food Services & Accommodation (4,592 peers)
-5.2%
assets change YoY

The plan reported a net loss of $66K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Haber Family Vineyards LLC Self Employed 401(k) Plan among the smaller filed plans by assets

Haber Family Vineyards LLC Self Employed 401(k) Plan vs every filed plan by assets

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

$1,198,084 27th percentile higher than 27% 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

Haber Family Vineyards LLC Self Employed 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haber Family Vineyards LLC Self Employed 401(k) Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 203038631 · Haber Family Vineyards LLC PY 2022 · 401(k)

Haber Family Vineyards LLC Self Employed 401(k) Plan · $1M · 2 · 27th

  • VS-ST $1M
  • VS-ST 2
  • VS-ST 27th
  • VS-ST 401(k)
  • VS-ST near Potomac Family Dining Group 401(k) Plan
  • VS-ST ind #2823

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 Food Services & Accommodation retirement plans → · Plans in California →

Haber Family Vineyards LLC Self Employed 401(k) Plan in the asset neighbourhood

Haber Family Vineyards LLC Self Employed 401(k) PlanHaber Family Vineyards LLC S…$1MPotomac Family Dining Group 401(k) PlanPotomac Family Dining Group …$1MBuffalo Teachers Federation 401(k) PlanBuffalo Teachers Federation …$1MJt and Associates, LLC 401(k) PlanJt and Associates, LLC 401(k…$1MManning Educational Services Prn, Inc. Retirement PlanManning Educational Services…$1M
End-of-year total assets ($M) among Haber Family Vineyards LLC Self Employed 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$66K
Employer EIN203038631
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Haber Family Vineyards LLC)

Sponsor-wide plan assets over time

All Haber Family Vineyards LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 48.2657309504175% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.2M $1.78M ▲ +48.3%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M
2024 1 2 $2M

Nearby 401(k) Plans in California

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

Haber Family Vineyards LLC Self Employed 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Haber Family Vineyards LLC Self Employed 401(k) Plan, Total assets ($B): 0.001198084 · Participants: 2Haber Family Vineyards LLC Self Employed 401(k) 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
Haber Family Vineyards LLC Self Employed 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Haber Family Vineyards LLC Self Employed 401(k) Plan side-by-side with 3 peers →

Haber Family Vineyards LLC Self Employed 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Potomac Family Dining Group 401(k) Plan in VA ($1M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Haber Family Vineyards LLC Self Employed 401(k) Plan assets move in 2022? ▼
Haber Family Vineyards LLC Self Employed 401(k) Plan pulled back noticeably - down 5.2% during 2022, from $1M to $1M. Reported net income was -$66K.
How have Haber Family Vineyards LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Haber Family Vineyards LLC's sponsor-wide assets grew 48.3%, from $1M to $2M.
Which 401(k) plans are similar in size to Haber Family Vineyards LLC Self Employed 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Potomac Family Dining Group 401(k) Plan in VA ($1M, 2,285 participants).
Which 401(k) plans cover a similar participant headcount to Haber Family Vineyards LLC Self Employed 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 203038631.

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.