401(k) · DOL Form 5500 · 2022

The Wine Enthusiast, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
144
Participants Small participant base
69th
Percentile by assets National rank
$87,266
Avg per participant Below avg balance/head
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Official DOL plan name: The Wine Enthusiast, Inc. 401(k) Plan · Sponsored by The Wine Enthusiast, Inc. · New York · Retail Trade

$13M in assets, 144 participants

The Wine Enthusiast, Inc.'s The Wine Enthusiast, Inc. 401(k) Plan reported $13M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #7,612 in Retail Trade (9,519 peers)

Coverage in New York

The Wine Enthusiast, Inc. 401(k) Plan covers 144 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $13M.

#7,612
in Retail Trade (9,519 peers)
-16.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Wine Enthusiast, Inc. 401(k) Plan's outsized position by total assets

The Wine Enthusiast, Inc. 401(k) Plan vs every filed plan by assets

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

$12,566,247 Top 31% higher than 69% 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

The Wine Enthusiast, Inc. 401(k) Plan 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. The Wine Enthusiast, Inc. 401(k) Plan sits mid-pack in the medium band (144 participants).

Published 5500 schedule card

Filing strip 133210603 · The Wine Enthusiast, Inc. PY 2022 · 401(k)

The Wine Enthusiast, Inc. 401(k) Plan · $13M · 144 · 69th

  • PHOTO $13M
  • PHOTO 144
  • PHOTO 69th
  • PHOTO 401(k)
  • PHOTO near Imperative Chemical Partners, Inc. 401(k) Plan
  • PHOTO ind #7612

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 Retail Trade retirement plans → · Plans in New York →

The Wine Enthusiast, Inc. 401(k) Plan in the asset neighbourhood

The Wine Enthusiast, Inc. 401(k) PlanThe Wine Enthusiast, Inc. 40…$13MImperative Chemical Partners, Inc. 401(k) PlanImperative Chemical Partners…$13MArvco Container Corp. 401(k) Retirement PlanArvco Container Corp. 401(k)…$13MPk Management LLC 401(k) Profit Sharing Plan & TrustPk Management LLC 401(k) Pro…$13MCic Innovation Services, LLC 401(k) PlanCic Innovation Services, LLC…$13M
End-of-year total assets ($M) among The Wine Enthusiast, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN133210603
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Wine Enthusiast, Inc.)

Sponsor-wide plan assets over time

All The Wine Enthusiast, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 43.187659768266535% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.6M $18M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 144 $13M
2023 1 150 $14M
2024 1 146 $18M

Nearby 401(k) Plans in New York

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

The Wine Enthusiast, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Wine Enthusiast, Inc. 401(k) Plan, Total assets ($B): 0.012566247 · Participants: 144The Wine Enthusiast, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
The Wine Enthusiast, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Wine Enthusiast, Inc. 401(k) Plan side-by-side with 3 peers →

The Wine Enthusiast, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Imperative Chemical Partners, Inc. 401(k) Plan in TX ($13M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 The Wine Enthusiast, Inc. 401(k) Plan assets move in 2022? ▼
The Wine Enthusiast, Inc. 401(k) Plan declined sharply - down 16.5% during 2022, from $15M to $13M. Reported net income was -$2M.
How have The Wine Enthusiast, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Wine Enthusiast, Inc.'s sponsor-wide assets grew 43.2%, from $13M to $18M.
Which 401(k) plans are similar in size to The Wine Enthusiast, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Imperative Chemical Partners, Inc. 401(k) Plan in TX ($13M, 388 participants).
Which 401(k) plans cover a similar participant headcount to The Wine Enthusiast, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (144 participants, $30K 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 133210603.

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.