ESOP · DOL Form 5500 · 2023

Vineyard Brands Wines, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
64
Participants Small participant base
71st
Percentile by assets National rank
$289,002
Avg per participant High balance/head
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Official DOL plan name: Vineyard Brands Wines, Inc. Employee Stock Ownership Plan · Sponsored by Vineyard Brands Wines, Inc. · Alabama · Wholesale Trade

$18M in assets, 64 participants

Vineyard Brands Wines, Inc.'s Vineyard Brands Wines, Inc. Employee Stock Ownership Plan reported $18M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,262 in Wholesale Trade (6,309 peers)

Vineyard Brands Wines, Inc. multi-year trail

Vineyard Brands Wines, Inc.'s plans moved -11.7% in assets from 2022 to 2024; this filing shows Vineyard Brands Wines, Inc. Employee Stock Ownership Plan at $18M / 64 participants.

#4,262
in Wholesale Trade (6,309 peers)
-27.2%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vineyard Brands Wines, Inc. Employee Stock Ownership Plan's outsized position by total assets

Vineyard Brands Wines, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$18,496,107 Top 29% higher than 71% 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

Vineyard Brands Wines, Inc. Employee Stock Ownership 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. Vineyard Brands Wines, Inc. Employee Stock Ownership Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vineyard Brands Wines, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to -$7M in the plan year 2023 filing.
  • Vineyard Brands Wines, Inc. Employee Stock Ownership Plan end-of-year assets fell from $25M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Vineyard Brands Wines, Inc. Employee Stock Ownership Plan reported participants fell from 66 in the plan year 2022 filing to 64 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 455059401 · Vineyard Brands Wines, Inc. PY 2023 · ESOP

Vineyard Brands Wines, Inc. Employee Stock Ownership Plan · $18M · 64 · 71st

  • ASSETS $18M
  • PCT 64
  • EIN 71st
  • RANK ESOP
  • PHOTO near First Security Bank Employee Stock Ownership Plan
  • IND ind #4262

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 What is an ESOP? → · Plans in Alabama →

Vineyard Brands Wines, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Weststar Bank Holding Company, Inc. Employee Stock Ownership PlanWeststar Bank Holding Compan…$19MVia Trading Corporation Employee Stock Ownership PlanVia Trading Corporation Empl…$19MHr&a Advisors, Inc. Employee Stock Ownership PlanHr&a Advisors, Inc. Employee…$19MFirst Security Bank Employee Stock Ownership PlanFirst Security Bank Employee…$19MVineyard Brands Wines, Inc. Employee Stock Ownership PlanVineyard Brands Wines, Inc. …$18M
End-of-year total assets ($M) among Vineyard Brands Wines, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Vineyard Brands Wines, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Vineyard Brands Wines, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 11.662808452662661% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $39.6M $34.9M ▼ -11.7%
Year Plans Participants Total Assets
2022 2 132 $40M
2023 2 129 $35M
2024 2 126 $35M

Vineyard Brands Wines, Inc. filing trail (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$18M
Net Income-$7M
Employer EIN455059401
Plan Effective Date1990-03-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Alabama

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

Vineyard Brands Wines, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300400500 Total assets ($M) Participants Vineyard Brands Wines, Inc. Employee Stock Ownership Plan, Total assets ($M): 18.496107 · Participants: 64Vineyard Brands Wines, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 470.48798 · Participants: 1360Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 196.496733 · Participants: 287Inline Electric Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.105591 · Participants: 874Radiance Technologies, Inc. Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 167.814551 · Participants: 123Signature Homes Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub, Total assets ($M): 126.850762 · Participants: 909Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub
Vineyard Brands Wines, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Vineyard Brands Wines, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Vineyard Brands Wines, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is First Security Bank Employee Stock Ownership Plan in MS ($19M); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Vineyard Brands Wines, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Vineyard Brands Wines, Inc. Employee Stock Ownership Plan declined sharply - down 27.2% during 2023, from $25M to $18M. Reported net income was -$7M.
How have Vineyard Brands Wines, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vineyard Brands Wines, Inc.'s sponsor-wide assets declined 11.7%, from $40M to $35M.
Which ESOP plans are similar in size to Vineyard Brands Wines, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is First Security Bank Employee Stock Ownership Plan in MS ($19M, 164 participants).
Which ESOP plans cover a similar participant headcount to Vineyard Brands Wines, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants, $26M 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 455059401.

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.