ESOP · DOL Form 5500 · 2023
Vineyard Brands Wines, Inc. ESOP
Data updated 2026-08-11
- $18M
- Total assets
- 64
- Participants
- 71st
- Percentile by assets
- $289,002
- Avg per participant
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.
- 71st percentile by assets (of 127,072 plans)
- #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.
- $18M
- total plan assets (2023 EOY)
- 64
- covered participants
- 71st
- percentile by assets (of 127,072 plans)
- $289,002
- avg assets per participant
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.
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.
Vineyard Brands Wines, Inc. across 3 plan years on file
Across the 3 plan years Vineyard Brands Wines, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $40M to $35M, a decline of 11.7%, while reported participants moved from 132 to 126 (-4.5%). Peak year by sponsor assets: 2022 ($40M); trough: 2024 ($35M).
Vineyard Brands Wines, Inc. multi-year asset trail
| 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 EIN | 455059401 |
| Plan Effective Date | 1990-03-01 |
| Filing Status | FILING 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
- Starfish Holdings, Inc. Employee Stock Ownership Plan $470M · 1,360
- Inline Electric Employee Stock Ownership Plan $196M · 287
- Radiance Technologies, Inc. Employee Stock Ownership Plan $168M · 874
- Signature Homes Employee Stock Ownership Plan $168M · 123
- Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub $127M · 909
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Vineyard Brands Wines, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Vineyard Brands Wines, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Vineyard Brands Wines, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Alabama. Compare plans
- Vineyard Brands Wines, Inc.'s sponsor-wide assets have declined 11.7% since 2022 across 3 plan years on file. More Wholesale Trade plans