Profit Sharing · DOL Form 5500 · 2023
Grapevine Concepts of Wausau, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $399K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $399,433
- Avg per participant High balance/head
Official DOL plan name: Grapevine Concepts of Wausau, Inc. Retirement Plan · Sponsored by Grapevine Concepts of Wausau, Inc. · Wisconsin · Administrative & Support Services
$399K in assets, 1 participants
Grapevine Concepts of Wausau, Inc.'s Grapevine Concepts of Wausau, Inc. Retirement Plan reported $399K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 16th 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.
- #1,546 in Administrative & Support Services (4,372 peers)
2023 asset change
Grapevine Concepts of Wausau, Inc. Retirement Plan surged 53.8% in 2023 ($260K → $399K) for 1 participant.
- #1,546
- in Administrative & Support Services (4,372 peers)
- +53.8%
- assets growth YoY
Grapevine Concepts of Wausau, Inc. Retirement Plan among the smaller filed plans by assets
Grapevine Concepts of Wausau, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$399,433 16th percentile higher than 16% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Grapevine Concepts of Wausau, Inc. Retirement 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. Grapevine Concepts of Wausau, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Grapevine Concepts of Wausau, Inc. Retirement Plan end-of-year assets rose from $260K in the plan year 2022 filing to $399K in the plan year 2023 filing.
- Grapevine Concepts of Wausau, Inc. Retirement Plan reported participants fell from 2 in the plan year 2022 filing to 1 in the plan year 2023 filing.
- Grapevine Concepts of Wausau, Inc. Retirement Plan reported net income fell from $171K in the plan year 2022 filing to $140K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 853470511 · Grapevine Concepts of Wausau, Inc. PY 2023 · Profit Sharing
Grapevine Concepts of Wausau, Inc. Retirement Plan · $399K · 1 · 16th
- PART $399K
- PART 1
- PART 16th
- PART Profit Sharing
- PART near Fast Saenz Inc. Retirement Plan
- PART ind #1546
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 Administrative & Support Services retirement plans → · Plans in Wisconsin →
Grapevine Concepts of Wausau, Inc. Retirement Plan in the asset neighbourhood
Grapevine Concepts of Wausau, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Grapevine Concepts of Wausau, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $260K |
| 2023 | 1 | 1 | $399K |
| 2024 | 1 | 1 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $260K |
|---|---|
| Net Assets (End of Year) | $399K |
| Net Income | $140K |
| Employer EIN | 853470511 |
| Plan Effective Date | 2020-10-26 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.3B · 5,914
- Aspirus, Inc. Retirement Plan $795M · 10,161
- Electrical Workers Local Union 159 Retirement Plan $374M · 1,358
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $334M · 1,762
- Western Wisconsin Electrical Workers Retirement Plan $293M · 1,217
Grapevine Concepts of Wausau, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Fast Saenz Inc. Retirement Plan in TX ($399K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($399K here).
- Fast Saenz Inc. Retirement Plan (TX) $399K · 3
- Patricelli-Persico, Inc. Retirement Plan (FL) $399K · 7
- Century Tube Corporation Profit Sharing Plan (NJ) $400K · 20
- Jrh&e Investments, Inc. Retirement Plan (AZ) $400K · 2
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.