401(k) · DOL Form 5500 · 2023

Partners in Wine, Inc. 401(k) Plan

Data updated 2026-08-25

$763K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$381,400
Avg per participant High balance/head
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Official DOL plan name: Partners in Wine, Inc. 401(k) Plan · Sponsored by Partners in Wine, Inc. · Rhode Island · Food Services & Accommodation

$763K in assets, 2 participants

Partners in Wine, Inc.'s Partners in Wine, Inc. 401(k) Plan reported $763K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,109 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Partners in Wine, Inc. 401(k) Plan ranks #2,109 of 3,828 2023 filers by assets (2565% of the sector average)-$763K for 2 participants.

#2,109
in Food Services & Accommodation (3,828 peers)
-36.9%
assets change YoY

The plan reported a net loss of $446K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Partners in Wine, Inc. 401(k) Plan among the smaller filed plans by assets

Partners in Wine, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$762,799 21st percentile higher than 21% of 127,068 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 2023

Partners in Wine, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Partners in Wine, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Partners in Wine, Inc. 401(k) Plan reported net income fell from $463K in the plan year 2022 filing to -$446K in the plan year 2023 filing.
  • Partners in Wine, Inc. 401(k) Plan end-of-year assets fell from $1M in the plan year 2022 filing to $763K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 208743212 · Partners in Wine, Inc. PY 2023 · 401(k)

Partners in Wine, Inc. 401(k) Plan · $763K · 2 · 21st

  • RANK $763K
  • PHOTO 2
  • IND 21st
  • EOY 401(k)
  • 5500 near Hsta 401(k) Trust
  • ASSETS ind #2109

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 Rhode Island →

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

Partners in Wine, Inc. 401(k) PlanPartners in Wine, Inc. 401(k…$763KHsta 401(k) Trust$763KMsp Solutions, Inc. 401(k) PlanMsp Solutions, Inc. 401(k) P…$763KHighland & Associates, Inc. 401(k) PlanHighland & Associates, Inc. …$763KCampbell House Collective Inc. 401(k) PlanCampbell House Collective In…$763K
End-of-year total assets ($M) among Partners in Wine, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$763K
Net Income-$446K
Employer EIN208743212
Plan Effective Date2007-03-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Partners in Wine, Inc.)

Sponsor-wide plan assets over time

All Partners in Wine, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$734K 39.25706797966963% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $1.21M $0.73M ▼ -39.7%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $763K
2024 1 2 $734K

Nearby 401(k) Plans in Rhode Island

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

Partners in Wine, Inc. 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Partners in Wine, Inc. 401(k) Plan, Total assets ($B): 0.000762799 · Participants: 2Partners in Wine, Inc. 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
Partners in Wine, Inc. 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Partners in Wine, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Rhode Island, the nearest 401(k) by assets is Hsta 401(k) Trust in CA ($763K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($763K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Partners in Wine, Inc. 401(k) Plan assets move in 2023? ▼
Partners in Wine, Inc. 401(k) Plan contracted severely - down 36.9% during 2023, from $1M to $763K. Reported net income was -$446K.
How have Partners in Wine, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Partners in Wine, Inc.'s sponsor-wide assets declined 39.3%, from $1M to $734K.
Where does Partners in Wine, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Partners in Wine, Inc. 401(k) Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Partners in Wine, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hsta 401(k) Trust in CA ($763K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Partners in Wine, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 208743212.

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.