401(k) · DOL Form 5500 · 2023

WINE.COM 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets: 315
Participants Below avg headcount: 65th
Percentile by assets National rank: $42,056
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Wine.Com Retirement Trust · Sponsored by WINE.COM · California · Retail Trade

$13M in assets, 315 participants

WINE.COM's Wine.Com Retirement Trust reported $13M in total assets and 315 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

#6,342 in Retail Trade (8,414 peers)

Coverage in California

Wine.Com Retirement Trust covers 315 participants in California, about 50% of the average California filer (state average ~630 per filing). Assets: $13M.

#6,342
in Retail Trade (8,414 peers): +20.3%
assets growth YoY

Wine.Com Retirement Trust's mid-pack asset rank among Retail Trade and all filers

Wine.Com Retirement Trust vs every filed plan by assets

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

$13,247,749 Top 35% higher than 65% 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

Wine.Com Retirement 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. Wine.Com Retirement Trust sits mid-pack in the medium band (315 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Wine.Com Retirement Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Wine.Com Retirement Trust reported participants rose from 194 in the plan year 2022 filing to 315 in the plan year 2023 filing.
Wine.Com Retirement Trust end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 832539821 · WINE.COM PY 2023 · 401(k)

Wine.Com Retirement Trust · $13M · 315 · 65th

VS-ST $13M
BOY 315
SCH 65th
EBSA 401(k)
PART near Hogan Assessments 401(k) Plan
TYPE ind #6342

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 Retail Trade retirement plans → · Plans in California →

End-of-year total assets ($M) among Wine.Com Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$13M
Net Income	$2M
Employer EIN	832539821
Plan Effective Date	2002-11-30
Filing Status	FILING RECEIVED

Sponsor Plan History (WINE.COM)

Latest sponsor-wide plan assets: $15M 33.519134689280186% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	194	$11M
2023	1	315	$13M
2024	1	191	$15M

Nearby 401(k) Plans in California

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

Wine.Com Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Wine.Com Retirement Trust side-by-side with 3 peers →

Wine.Com Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hogan Assessments 401(k) Plan in OK ($13M); by covered participants it is Noram Drilling Company 401(k) Plan in TX (315 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Hogan Assessments 401(k) Plan (OK) $13M · 120
Deerwood Bank 401(k) Profit Sharing Plan (MN) $13M · 172
Broniec Associates, Inc. 401(k) Profit Sharing Plan (GA) $13M · 70
Eit, LLC 401(k) Profit Sharing Plan (VA) $13M · 169

Similar participant headcount

Nearest other-state filings by covered participants (315 participants); asset peers above are excluded.

Noram Drilling Company 401(k) Plan (TX) 315 · 0 off
Max Credit Union Capital Accumulation Plan (AL) 315 · 0 off
Winston Brands, Inc. 401(k) Plan (IL) 315 · 0 off
Vp Supply Corporation 401(k) Profit Sharing Plan (NY) 315 · 0 off

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 Wine.Com Retirement Trust assets move in 2023? ▼

Wine.Com Retirement Trust grew sharply - up 20.3% during 2023, from $11M to $13M. Reported net income was $2M.

How have WINE.COM plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), WINE.COM's sponsor-wide assets grew 33.5%, from $11M to $15M.

Which 401(k) plans are similar in size to Wine.Com Retirement Trust? ▼

Among 401(k) plans in other states, the closest by assets is Hogan Assessments 401(k) Plan in OK ($13M, 120 participants).

Which 401(k) plans cover a similar participant headcount to Wine.Com Retirement Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Noram Drilling Company 401(k) Plan in TX (315 participants, $4M 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 832539821.