401(k) · DOL Form 5500 · 2023

Clos Lachance Wines, LLC 401(k) Plan

Data updated 2026-08-25

$807K
Total assets Small plan by assets
47
Participants Small participant base
22nd
Percentile by assets National rank
$17,172
Avg per participant Low balance/head
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Official DOL plan name: Clos Lachance Wines, LLC 401-K Profit Sharing Plan · Sponsored by Clos Lachance Wines, LLC · California · Manufacturing

$807K in assets, 47 participants

Clos Lachance Wines, LLC's Clos Lachance Wines, LLC 401-K Profit Sharing Plan reported $807K in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,745 in Manufacturing (18,722 peers)

2023 asset change

Clos Lachance Wines, LLC 401-K Profit Sharing Plan grew sharply 28.9% in 2023 ($626K → $807K) for 47 participants.

#1,745
in Manufacturing (18,722 peers)
+28.9%
assets growth YoY

Clos Lachance Wines, LLC 401-K Profit Sharing Plan among the smaller filed plans by assets

Clos Lachance Wines, LLC 401-K Profit Sharing Plan vs every filed plan by assets

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

$807,078 22nd percentile higher than 22% 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

Clos Lachance Wines, LLC 401-K Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clos Lachance Wines, LLC 401-K Profit Sharing Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clos Lachance Wines, LLC 401-K Profit Sharing Plan reported net income rose from -$51K in the plan year 2022 filing to $181K in the plan year 2023 filing.
  • Clos Lachance Wines, LLC 401-K Profit Sharing Plan end-of-year assets rose from $626K in the plan year 2022 filing to $807K in the plan year 2023 filing.
  • Clos Lachance Wines, LLC 401-K Profit Sharing Plan reported participants fell from 58 in the plan year 2022 filing to 47 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 770489784 · Clos Lachance Wines, LLC PY 2023 · 401(k)

Clos Lachance Wines, LLC 401-K Profit Sharing Plan · $807K · 47 · 22nd

  • IND $807K
  • IND 47
  • IND 22nd
  • IND 401(k)
  • IND near Exxum Inc 401(k) Profit Sharing Plan & Trust
  • IND ind #1745

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 Manufacturing retirement plans → · Plans in California →

Clos Lachance Wines, LLC 401-K Profit Sharing Plan in the asset neighbourhood

Clos Lachance Wines, LLC 401-K Profit Sharing PlanClos Lachance Wines, LLC 401…$807KExxum Inc 401(k) Profit Sharing Plan & TrustExxum Inc 401(k) Profit Shar…$807KJaz Enterprises Az, Inc. 401(k) PlanJaz Enterprises Az, Inc. 401…$807KYorktown Periodontics 401(k) PlanYorktown Periodontics 401(k)…$807KVolume Rate Liquors Inc. 401(k) PlanVolume Rate Liquors Inc. 401…$807K
End-of-year total assets ($M) among Clos Lachance Wines, LLC 401-K Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Clos Lachance Wines, LLC years around the 2023 move

Sponsor-wide plan assets over time

All Clos Lachance Wines, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$661K 5.597457660952259% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M 202220232024 $0.63M $0.66M ▲ +4.8%
Year Plans Participants Total Assets
2022 1 58 $626K
2023 1 47 $807K
2024 1 60 $661K

2023 asset-move particulars

Total Assets (Beginning of Year)$626K
Net Assets (End of Year)$807K
Net Income$181K
Employer EIN770489784
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Clos Lachance Wines, LLC 401-K Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Clos Lachance Wines, LLC 401-K Profit Sharing Plan, Total assets ($B): 0.000807078 · Participants: 47Clos Lachance Wines, LLC 401-K Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Clos Lachance Wines, LLC 401-K Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Clos Lachance Wines, LLC 401-K Profit Sharing Plan side-by-side with 3 peers →

Clos Lachance Wines, LLC 401-K Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Exxum Inc 401(k) Profit Sharing Plan & Trust in MA ($807K); by covered participants it is Divcon Ems 401(k) Profit Sharing Plan in TX (47 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($807K here).

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Clos Lachance Wines, LLC 401-K Profit Sharing Plan assets move in 2023? ▼
Clos Lachance Wines, LLC 401-K Profit Sharing Plan grew sharply - up 28.9% during 2023, from $626K to $807K. Reported net income was $181K.
How have Clos Lachance Wines, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clos Lachance Wines, LLC's sponsor-wide assets grew 5.6%, from $626K to $661K.
Where does Clos Lachance Wines, LLC 401-K Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Clos Lachance Wines, LLC 401-K Profit Sharing Plan ranks in the 22nd 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 Clos Lachance Wines, LLC 401-K Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Exxum Inc 401(k) Profit Sharing Plan & Trust in MA ($807K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Clos Lachance Wines, LLC 401-K Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Divcon Ems 401(k) Profit Sharing Plan in TX (47 participants, $1M 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 770489784.

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.