401(k) · DOL Form 5500 · 2023

Brian Freidenreich 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
21
Participants Small participant base
37th
Percentile by assets National rank
$157,631
Avg per participant Above avg balance/head
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Official DOL plan name: The Wine Spectrum, Inc. 401(k) Profit Sharing Plan · Sponsored by Brian Freidenreich · California · Wholesale Trade

$3M in assets, 21 participants

Brian Freidenreich's The Wine Spectrum, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,658 in Wholesale Trade (6,309 peers)

Brian Freidenreich multi-year trail

Brian Freidenreich's plans moved +33.8% in assets from 2022 to 2024; this filing shows The Wine Spectrum, Inc. 401(k) Profit Sharing Plan at $3M / 21 participants.

#1,658
in Wholesale Trade (6,309 peers)
+21.5%
assets growth YoY

The Wine Spectrum, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

The Wine Spectrum, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,310,245 37th percentile higher than 37% 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

The Wine Spectrum, Inc. 401(k) Profit Sharing 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. The Wine Spectrum, Inc. 401(k) Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Wine Spectrum, Inc. 401(k) Profit Sharing Plan reported net income rose from -$385K in the plan year 2022 filing to $587K in the plan year 2023 filing.
  • The Wine Spectrum, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 680228395 · Brian Freidenreich PY 2023 · 401(k)

The Wine Spectrum, Inc. 401(k) Profit Sharing Plan · $3M · 21 · 37th

  • PART $3M
  • PART 21
  • PART 37th
  • PART 401(k)
  • PART near Advent Global Solutions, Inc. 401(k) Plan
  • PART ind #1658

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 California →

The Wine Spectrum, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

The Wine Spectrum, Inc. 401(k) Profit Sharing PlanThe Wine Spectrum, Inc. 401(…$3MAdvent Global Solutions, Inc. 401(k) PlanAdvent Global Solutions, Inc…$3MHealth Care Managers, Inc. Retirement Plan and TrustHealth Care Managers, Inc. R…$3MArrow Ford, Inc. 401(k) Retirement PlanArrow Ford, Inc. 401(k) Reti…$3MCincinnati Ballet Retirement Savings PlanCincinnati Ballet Retirement…$3M
End-of-year total assets ($M) among The Wine Spectrum, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Brian Freidenreich multi-year asset trail

Sponsor-wide plan assets over time

All Brian Freidenreich plans reported in each filing year

Latest sponsor-wide plan assets
$4M 33.82291548484385% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.72M $3.64M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 21 $3M
2023 1 21 $3M
2024 1 18 $4M

Brian Freidenreich filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$587K
Employer EIN680228395
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

The Wine Spectrum, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Wine Spectrum, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003310245 · Participants: 21The Wine Spectrum, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Wine Spectrum, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Wine Spectrum, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Wine Spectrum, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Advent Global Solutions, Inc. 401(k) Plan in TX ($3M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 The Wine Spectrum, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
The Wine Spectrum, Inc. 401(k) Profit Sharing Plan grew sharply - up 21.5% during 2023, from $3M to $3M. Reported net income was $587K.
How have Brian Freidenreich plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brian Freidenreich's sponsor-wide assets grew 33.8%, from $3M to $4M.
Which 401(k) plans are similar in size to The Wine Spectrum, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advent Global Solutions, Inc. 401(k) Plan in TX ($3M, 109 participants).
Which 401(k) plans cover a similar participant headcount to The Wine Spectrum, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 680228395.

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.