401(k) · DOL Form 5500 · 2022

Veritas Vino, Inc. 401(k) Plan

Data updated 2026-08-25

$461K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$461,309
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Veritas Vino 401(k) Trust · Sponsored by Veritas Vino, Inc. · California · Retail Trade

$461K in assets, 1 participants

Veritas Vino, Inc.'s Veritas Vino 401(k) Trust reported $461K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,529 in Retail Trade (9,519 peers)

2022 asset change

Veritas Vino 401(k) Trust grew at a solid clip 11.4% in 2022 ($414K → $461K) for 1 participant.

#2,529
in Retail Trade (9,519 peers)
+11.4%
assets growth YoY

Veritas Vino 401(k) Trust among the smaller filed plans by assets

Veritas Vino 401(k) Trust vs every filed plan by assets

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

$461,309 18th percentile higher than 18% 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

Veritas Vino 401(k) Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Veritas Vino 401(k) Trust is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 473092030 · Veritas Vino, Inc. PY 2022 · 401(k)

Veritas Vino 401(k) Trust · $461K · 1 · 18th

  • BOY $461K
  • BOY 1
  • BOY 18th
  • BOY 401(k)
  • BOY near Tretor Investments Inc 401(k) Plan
  • BOY ind #2529

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 California →

Veritas Vino 401(k) Trust in the asset neighbourhood

Veritas Vino 401(k) Trust$461KTretor Investments Inc 401(k) PlanTretor Investments Inc 401(k…$461KM & M Mobility Incorporated 401(k) Profit Sharing PlanM & M Mobility Incorporated …$461KSeigneur Gustafson LLP Section 401 (K) Profit Sharing PlanSeigneur Gustafson LLP Secti…$461KSummit Real Estate Development Co. Inc. 401(k) PlanSummit Real Estate Developme…$461K
End-of-year total assets ($M) among Veritas Vino 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Veritas Vino, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Veritas Vino, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$488K 5.787227216464452% vs 2022
2024 filing year
$0.45M$0.46M$0.47M$0.48M$0.49M$0.5M 202220232024 $0.46M $0.49M ▲ +6.5%
Year Plans Participants Total Assets
2022 1 1 $461K
2023 1 1 $461K
2024 1 1 $488K

2022 asset-move particulars

Total Assets (Beginning of Year)$414K
Net Assets (End of Year)$461K
Net Income$47K
Employer EIN473092030
Plan Effective Date2015-02-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Veritas Vino 401(k) Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Veritas Vino 401(k) Trust, Total assets ($B): 0.000461309 · Participants: 1Veritas Vino 401(k) TrustWells 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
Veritas Vino 401(k) Trust vs. nearby 401(k) plans in California, assets vs. participants

Veritas Vino 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tretor Investments Inc 401(k) Plan in TN ($461K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Veritas Vino 401(k) Trust assets move in 2022?
Veritas Vino 401(k) Trust grew at a solid clip - up 11.4% during 2022, from $414K to $461K. Reported net income was $47K.
How have Veritas Vino, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Veritas Vino, Inc.'s sponsor-wide assets grew 5.8%, from $461K to $488K.
Where does Veritas Vino 401(k) Trust rank by assets among Form 5500 filers?
Veritas Vino 401(k) Trust ranks in the 18th 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 Veritas Vino 401(k) Trust?
Among 401(k) plans in other states, the closest by assets is Tretor Investments Inc 401(k) Plan in TN ($461K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Veritas Vino 401(k) Trust?
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).