401(k) · DOL Form 5500 · 2022

Royal Wine Corporation 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
439
Participants Below avg headcount
81st
Percentile by assets National rank
$58,183
Avg per participant Low balance/head
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Official DOL plan name: Royal Wine Corporation Profit Sharing Plan & Trust · Sponsored by Royal Wine Corporation · New Jersey · Wholesale Trade

$26M in assets, 439 participants

Royal Wine Corporation's Royal Wine Corporation Profit Sharing Plan & Trust reported $26M in total assets and 439 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #5,456 in Wholesale Trade (6,843 peers)

Where Royal Wine Corporation Profit Sharing Plan & Trust sits by assets

Royal Wine Corporation Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $26M for 439 participants (~$58,183/participant), down 9.0% in 2022.

#5,456
in Wholesale Trade (6,843 peers)
-9.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Royal Wine Corporation Profit Sharing Plan & Trust's outsized position by total assets

Royal Wine Corporation Profit Sharing Plan & Trust vs every filed plan by assets

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

$25,542,551 Top 19% higher than 81% 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

Royal Wine Corporation Profit Sharing Plan & 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. Royal Wine Corporation Profit Sharing Plan & Trust sits mid-pack in the medium band (439 participants).

DOL schedule card

Filing strip 135545767 · Royal Wine Corporation PY 2022 · 401(k)

Royal Wine Corporation Profit Sharing Plan & Trust · $26M · 439 · 81st

  • EBSA $26M
  • PART 439
  • TYPE 81st
  • NET 401(k)
  • BOOK near Amalgamated Bank of Chicago Salaried Employees' Profit Sharing Plan
  • VS-ST ind #5456

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 New Jersey →

Royal Wine Corporation Profit Sharing Plan & Trust in the asset neighbourhood

Steel Equipment Specialists, LLC 401(k) PlanSteel Equipment Specialists,…$26MRoyal Wine Corporation Profit Sharing Plan & TrustRoyal Wine Corporation Profi…$26MAmalgamated Bank of Chicago Salaried Employees' Profit Sharing PlanAmalgamated Bank of Chicago …$26MVerico Technology LLC 401(k) PlanVerico Technology LLC 401(k)…$26MSega of America, Inc. 401(k) PlanSega of America, Inc. 401(k)…$26M
End-of-year total assets ($M) among Royal Wine Corporation Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$26M
Net Income-$3M
Employer EIN135545767
Plan Effective Date1971-06-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Royal Wine Corporation)

Sponsor-wide plan assets over time

All Royal Wine Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$35M 35.39835155854245% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.5M $34.6M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 439 $26M
2023 1 550 $30M
2024 1 314 $35M

Nearby 401(k) Plans in New Jersey

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

Royal Wine Corporation Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Royal Wine Corporation Profit Sharing Plan & Trust, Total assets ($B): 0.025542551 · Participants: 439Royal Wine Corporation Profit Sharing Plan & TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Royal Wine Corporation Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Royal Wine Corporation Profit Sharing Plan & Trust side-by-side with 3 peers →

Royal Wine Corporation Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Amalgamated Bank of Chicago Salaried Employees' Profit Sharing Plan in IL ($26M); by covered participants it is R. W. Griffin Feed Seed & Fertilizer 401(k) Plan in GA (439 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (439 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 Royal Wine Corporation Profit Sharing Plan & Trust assets move in 2022? ▼
Royal Wine Corporation Profit Sharing Plan & Trust pulled back noticeably - down 9.0% during 2022, from $28M to $26M. Reported net income was -$3M.
How have Royal Wine Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Royal Wine Corporation's sponsor-wide assets grew 35.4%, from $26M to $35M.
Where does Royal Wine Corporation Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Royal Wine Corporation Profit Sharing Plan & Trust ranks in the 81st 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 Royal Wine Corporation Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Amalgamated Bank of Chicago Salaried Employees' Profit Sharing Plan in IL ($26M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Royal Wine Corporation Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is R. W. Griffin Feed Seed & Fertilizer 401(k) Plan in GA (439 participants, $17M 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 135545767.

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.