401(k) · DOL Form 5500 · 2023

Joseph Phelps Vineyards, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
161
Participants Small participant base
70th
Percentile by assets National rank
$106,657
Avg per participant Below avg balance/head
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Official DOL plan name: Joseph Phelps Vineyards 401(k) Profit Sharing Plan · Sponsored by Joseph Phelps Vineyards, LLC · California · Manufacturing

$17M in assets, 161 participants

Joseph Phelps Vineyards, LLC's Joseph Phelps Vineyards 401(k) Profit Sharing Plan reported $17M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #11,026 in Manufacturing (18,722 peers)

Coverage in California

Joseph Phelps Vineyards 401(k) Profit Sharing Plan covers 161 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $17M.

#11,026
in Manufacturing (18,722 peers)
+7.3%
assets growth YoY

Joseph Phelps Vineyards 401(k) Profit Sharing Plan's outsized position by total assets

Joseph Phelps Vineyards 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,171,798 Top 30% higher than 70% 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

Joseph Phelps Vineyards 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph Phelps Vineyards 401(k) Profit Sharing Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Joseph Phelps Vineyards 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Joseph Phelps Vineyards 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942899644 · Joseph Phelps Vineyards, LLC PY 2023 · 401(k)

Joseph Phelps Vineyards 401(k) Profit Sharing Plan · $17M · 161 · 70th

  • TYPE $17M
  • NET 161
  • BOOK 70th
  • VS-ST 401(k)
  • BOY near City Beverages 401(k) Plan
  • SCH ind #11026

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 →

Joseph Phelps Vineyards 401(k) Profit Sharing Plan in the asset neighbourhood

Joseph Phelps Vineyards 401(k) Profit Sharing PlanJoseph Phelps Vineyards 401(…$17MCity Beverages 401(k) Plan$17MHurricanes Holdings, LLC 401(k) PlanHurricanes Holdings, LLC 401…$17MThe Vernon Investment and Retirement Plan for Field SalespersonsThe Vernon Investment and Re…$17MMichigan Scientific Corporation 401(k) PlanMichigan Scientific Corporat…$17M
End-of-year total assets ($M) among Joseph Phelps Vineyards 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN942899644
Plan Effective Date1981-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joseph Phelps Vineyards, LLC)

Sponsor-wide plan assets over time

All Joseph Phelps Vineyards, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 14.494450759525163% vs 2022
2024 filing year
$15M$16M$17M$18M$19M 202220232024 $16M $18.3M ▲ +14.5%
Year Plans Participants Total Assets
2022 1 161 $16M
2023 1 161 $17M
2024 1 153 $18M

Nearby 401(k) Plans in California

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

Joseph Phelps Vineyards 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 ($B) Participants Joseph Phelps Vineyards 401(k) Profit Sharing Plan, Total assets ($B): 0.017171798 · Participants: 161Joseph Phelps Vineyards 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
Joseph Phelps Vineyards 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Joseph Phelps Vineyards 401(k) Profit Sharing Plan side-by-side with 3 peers →

Joseph Phelps Vineyards 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 City Beverages 401(k) Plan in FL ($17M); by covered participants it is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Joseph Phelps Vineyards 401(k) Profit Sharing Plan assets move in 2023? ▼
Joseph Phelps Vineyards 401(k) Profit Sharing Plan grew at a solid clip - up 7.3% during 2023, from $16M to $17M. Reported net income was $1M.
How have Joseph Phelps Vineyards, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joseph Phelps Vineyards, LLC's sponsor-wide assets grew 14.5%, from $16M to $18M.
Which 401(k) plans are similar in size to Joseph Phelps Vineyards 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is City Beverages 401(k) Plan in FL ($17M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Joseph Phelps Vineyards 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 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 942899644.

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.