Profit Sharing · DOL Form 5500 · 2023

Bellagrace Vineyards Profit Sharing Plan

Data updated 2026-08-25

$701K
Total assets Small plan by assets
9
Participants Small participant base
21st
Percentile by assets National rank
$77,918
Avg per participant Below avg balance/head
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Official DOL plan name: Bellagrace Vineyards Profit Sharing Plan · Sponsored by Bellagrace Vineyards · California · Manufacturing

$701K in assets, 9 participants

Bellagrace Vineyards's Bellagrace Vineyards Profit Sharing Plan reported $701K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,632 in Manufacturing (18,722 peers)

What the 2023 filing shows

Bellagrace Vineyards Profit Sharing Plan holds $701K for 9 participants - about $77,918 per participant, among the smaller plans by assets on file.

#1,632
in Manufacturing (18,722 peers)
-6.3%
assets change YoY

The plan reported a net loss of $47K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bellagrace Vineyards Profit Sharing Plan among the smaller filed plans by assets

Bellagrace Vineyards Profit Sharing Plan vs every filed plan by assets

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

$701,263 21st percentile higher than 21% 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

Bellagrace Vineyards Profit Sharing 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. Bellagrace Vineyards Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bellagrace Vineyards Profit Sharing Plan reported net income fell from $150K in the plan year 2022 filing to -$47K in the plan year 2023 filing.
  • Bellagrace Vineyards Profit Sharing Plan reported participants rose from 8 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Bellagrace Vineyards Profit Sharing Plan end-of-year assets fell from $748K in the plan year 2022 filing to $701K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 273380383 · Bellagrace Vineyards PY 2023 · Profit Sharing

Bellagrace Vineyards Profit Sharing Plan · $701K · 9 · 21st

  • PHOTO $701K
  • PHOTO 9
  • PHOTO 21st
  • PHOTO Profit Sharing
  • PHOTO near Triumph Marketing, Inc. Retirement Plan
  • PHOTO ind #1632

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 →

Bellagrace Vineyards Profit Sharing Plan in the asset neighbourhood

Bellagrace Vineyards Profit Sharing PlanBellagrace Vineyards Profit …$701KTriumph Marketing, Inc. Retirement PlanTriumph Marketing, Inc. Reti…$701KFleetwood Management, Inc. Retirement PlanFleetwood Management, Inc. R…$701KJ.a.C. Investments Inc. Retirement PlanJ.a.C. Investments Inc. Reti…$701KImplant Center of Rockland, Inc. Profit Sharing PlanImplant Center of Rockland, …$701K
End-of-year total assets ($M) among Bellagrace Vineyards Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$748K
Net Assets (End of Year)$701K
Net Income-$47K
Employer EIN273380383
Plan Effective Date2010-09-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Bellagrace Vineyards)

Sponsor-wide plan assets over time

All Bellagrace Vineyards plans reported in each filing year

Latest sponsor-wide plan assets
$765K 2.2608616637023395% vs 2022
2024 filing year
$0.65M$0.7M$0.75M$0.8M 202220232024 $0.75M $0.77M ▲ +2.7%
Year Plans Participants Total Assets
2022 1 8 $748K
2023 1 9 $701K
2024 1 9 $765K

Nearby Profit Sharing Plans in California

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

Bellagrace Vineyards Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Bellagrace Vineyards Profit Sharing Plan, Total assets ($B): 0.000701263 · Participants: 9Bellagrace Vineyards Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Bellagrace Vineyards Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Bellagrace Vineyards Profit Sharing Plan side-by-side with 3 peers →

Bellagrace Vineyards Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Triumph Marketing, Inc. Retirement Plan in FL ($701K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Bellagrace Vineyards Profit Sharing Plan assets move in 2023? ▼
Bellagrace Vineyards Profit Sharing Plan pulled back noticeably - down 6.3% during 2023, from $748K to $701K. Reported net income was -$47K.
How have Bellagrace Vineyards plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellagrace Vineyards's sponsor-wide assets grew 2.3%, from $748K to $765K.
Where does Bellagrace Vineyards Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bellagrace Vineyards Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Bellagrace Vineyards Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Triumph Marketing, Inc. Retirement Plan in FL ($701K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Bellagrace Vineyards Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants, $136K 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 273380383.

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.