Profit Sharing · DOL Form 5500 · 2023

Milovina Vineyards, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
37th
Percentile by assets National rank
$638,803
Avg per participant High balance/head
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Official DOL plan name: Milovina Vineyards, Inc. Keough Plan · Sponsored by Milovina Vineyards, Inc. · California · Agriculture, Forestry & Fishing

$3M in assets, 5 participants

Milovina Vineyards, Inc.'s Milovina Vineyards, Inc. Keough Plan reported $3M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #485 in Agriculture, Forestry & Fishing (1,288 peers)

Milovina Vineyards, Inc. multi-year trail

Milovina Vineyards, Inc.'s plans moved -45.9% in assets from 2022 to 2024; this filing shows Milovina Vineyards, Inc. Keough Plan at $3M / 5 participants.

#485
in Agriculture, Forestry & Fishing (1,288 peers)
+19.0%
assets growth YoY

Milovina Vineyards, Inc. Keough Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Milovina Vineyards, Inc. Keough Plan vs every filed plan by assets

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

$3,194,017 37th percentile higher than 37% 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

Milovina Vineyards, Inc. Keough 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. Milovina Vineyards, Inc. Keough Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Milovina Vineyards, Inc. Keough Plan reported net income rose from -$623K in the plan year 2022 filing to $511K in the plan year 2023 filing.
  • Milovina Vineyards, Inc. Keough Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 830634524 · Milovina Vineyards, Inc. PY 2023 · Profit Sharing

Milovina Vineyards, Inc. Keough Plan · $3M · 5 · 37th

  • TYPE $3M
  • NET 5
  • BOOK 37th
  • VS-ST Profit Sharing
  • BOY near Diclaudio & Kramer, LLC Profit Sharing Plan
  • SCH ind #485

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Milovina Vineyards, Inc. Keough Plan in the asset neighbourhood

Diclaudio & Kramer, LLC Profit Sharing PlanDiclaudio & Kramer, LLC Prof…$3MLakeside Pain Center, P.C. Profit Sharing PlanLakeside Pain Center, P.C. P…$3MLpj Investment Co., LLC. Profit Sharing PlanLpj Investment Co., LLC. Pro…$3MIntermodal Collectively Bargained Pension PlanIntermodal Collectively Barg…$3MMilovina Vineyards, Inc. Keough PlanMilovina Vineyards, Inc. Keo…$3M
End-of-year total assets ($M) among Milovina Vineyards, Inc. Keough Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Milovina Vineyards, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Milovina Vineyards, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 45.86675571433736% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $2.68M $1.45M ▼ -45.9%
Year Plans Participants Total Assets
2022 1 5 $3M
2023 1 5 $3M
2024 1 5 $1M

Milovina Vineyards, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$511K
Employer EIN830634524
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Milovina Vineyards, Inc. Keough Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Milovina Vineyards, Inc. Keough Plan, Total assets ($B): 0.003194017 · Participants: 5Milovina Vineyards, Inc. Keough PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Milovina Vineyards, Inc. Keough Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Milovina Vineyards, Inc. Keough Plan side-by-side with 3 peers →

Milovina Vineyards, Inc. Keough Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Diclaudio & Kramer, LLC Profit Sharing Plan in PA ($3M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Milovina Vineyards, Inc. Keough Plan assets move in 2023? ▼
Milovina Vineyards, Inc. Keough Plan grew sharply - up 19.0% during 2023, from $3M to $3M. Reported net income was $511K.
How have Milovina Vineyards, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milovina Vineyards, Inc.'s sponsor-wide assets declined 45.9%, from $3M to $1M.
Which Profit Sharing plans are similar in size to Milovina Vineyards, Inc. Keough Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Diclaudio & Kramer, LLC Profit Sharing Plan in PA ($3M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Milovina Vineyards, Inc. Keough Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 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 830634524.

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.