401(k) · DOL Form 5500 · 2023

Ruby Wines, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
140
Participants Small participant base
72nd
Percentile by assets National rank
$136,204
Avg per participant Near avg balance/head
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Official DOL plan name: Ruby Wines, Inc. 401(k) Profit Sharing Trust · Sponsored by Ruby Wines, Inc. · Massachusetts · Wholesale Trade

$19M in assets, 140 participants

Ruby Wines, Inc.'s Ruby Wines, Inc. 401(k) Profit Sharing Trust reported $19M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,318 in Wholesale Trade (6,309 peers)

Coverage in Massachusetts

Ruby Wines, Inc. 401(k) Profit Sharing Trust covers 140 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $19M.

#4,318
in Wholesale Trade (6,309 peers)
+9.9%
assets growth YoY

Ruby Wines, Inc. 401(k) Profit Sharing Trust's outsized position by total assets

Ruby Wines, Inc. 401(k) Profit Sharing Trust vs every filed plan by assets

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

$19,068,495 Top 28% higher than 72% 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

Ruby Wines, Inc. 401(k) Profit Sharing Trust 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. Ruby Wines, Inc. 401(k) Profit Sharing Trust sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ruby Wines, Inc. 401(k) Profit Sharing Trust reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ruby Wines, Inc. 401(k) Profit Sharing Trust reported participants fell from 156 in the plan year 2022 filing to 140 in the plan year 2023 filing.
  • Ruby Wines, Inc. 401(k) Profit Sharing Trust end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042036447 · Ruby Wines, Inc. PY 2023 · 401(k)

Ruby Wines, Inc. 401(k) Profit Sharing Trust · $19M · 140 · 72nd

  • TYPE $19M
  • NET 140
  • BOOK 72nd
  • VS-ST 401(k)
  • BOY near Deepwatch, Inc. 401(k) Plan
  • SCH ind #4318

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Ruby Wines, Inc. 401(k) Profit Sharing Trust in the asset neighbourhood

Ruby Wines, Inc. 401(k) Profit Sharing TrustRuby Wines, Inc. 401(k) Prof…$19MDeepwatch, Inc. 401(k) Plan$19MQuinstar Technology, Inc. 401(k) PlanQuinstar Technology, Inc. 40…$19MRancho Pacific Electric, Inc. 401(k) PlanRancho Pacific Electric, Inc…$19MAdvantage Computing Systems, Inc. 401(k) PlanAdvantage Computing Systems,…$19M
End-of-year total assets ($M) among Ruby Wines, Inc. 401(k) Profit Sharing Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN042036447
Plan Effective Date1975-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ruby Wines, Inc.)

Sponsor-wide plan assets over time

All Ruby Wines, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 9.950119562569636% vs 2022
2024 filing year
$17M$18M$19M$20M 202220232024 $17.3M $19.1M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 156 $17M
2023 1 140 $19M
2024 1 155 $19M

Nearby 401(k) Plans in Massachusetts

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

Ruby Wines, Inc. 401(k) Profit Sharing Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Ruby Wines, Inc. 401(k) Profit Sharing Trust, Total assets ($B): 0.019068495 · Participants: 140Ruby Wines, Inc. 401(k) Profit Sharing TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Ruby Wines, Inc. 401(k) Profit Sharing Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ruby Wines, Inc. 401(k) Profit Sharing Trust side-by-side with 3 peers →

Ruby Wines, Inc. 401(k) Profit Sharing Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Deepwatch, Inc. 401(k) Plan in FL ($19M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Ruby Wines, Inc. 401(k) Profit Sharing Trust assets move in 2023? ▼
Ruby Wines, Inc. 401(k) Profit Sharing Trust grew at a solid clip - up 9.9% during 2023, from $17M to $19M. Reported net income was $2M.
How have Ruby Wines, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ruby Wines, Inc.'s sponsor-wide assets grew 10.0%, from $17M to $19M.
Which 401(k) plans are similar in size to Ruby Wines, Inc. 401(k) Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by assets is Deepwatch, Inc. 401(k) Plan in FL ($19M, 412 participants).
Which 401(k) plans cover a similar participant headcount to Ruby Wines, Inc. 401(k) Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Corporate Staff Employees in TX (140 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 042036447.

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.