401(k) · DOL Form 5500 · 2023

Bogle Vineyards Inc 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
307
Participants Below avg headcount
74th
Percentile by assets National rank
$70,604
Avg per participant Below avg balance/head
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Official DOL plan name: Bogle Vineyards Inc 401(k) Retirement Plan · Sponsored by Bogle Vineyards Inc · California · Manufacturing

$22M in assets, 307 participants

Bogle Vineyards Inc's Bogle Vineyards Inc 401(k) Retirement Plan reported $22M in total assets and 307 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #12,045 in Manufacturing (18,722 peers)

Coverage in California

Bogle Vineyards Inc 401(k) Retirement Plan covers 307 participants in California, about 49% of the average California filer (state average ~630 per filing). Assets: $22M.

#12,045
in Manufacturing (18,722 peers)
+31.1%
assets growth YoY

Bogle Vineyards Inc 401(k) Retirement Plan's outsized position by total assets

Bogle Vineyards Inc 401(k) Retirement Plan vs every filed plan by assets

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

$21,675,363 Top 26% higher than 74% 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

Bogle Vineyards Inc 401(k) Retirement Plan 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. Bogle Vineyards Inc 401(k) Retirement Plan sits mid-pack in the medium band (307 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bogle Vineyards Inc 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Bogle Vineyards Inc 401(k) Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942247790 · Bogle Vineyards Inc PY 2023 · 401(k)

Bogle Vineyards Inc 401(k) Retirement Plan · $22M · 307 · 74th

  • RANK $22M
  • RANK 307
  • RANK 74th
  • RANK 401(k)
  • RANK near Harvey Companies Profit Sharing Plan
  • RANK ind #12045

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 →

Bogle Vineyards Inc 401(k) Retirement Plan in the asset neighbourhood

Bogle Vineyards Inc 401(k) Retirement PlanBogle Vineyards Inc 401(k) R…$22MHarvey Companies Profit Sharing PlanHarvey Companies Profit Shar…$22MKillam Oil Company Retirement Plan and TrustKillam Oil Company Retiremen…$22MAssociation of the United States Army Inc Retirement PlanAssociation of the United St…$22MPrimecare Medical, Inc. Employees Retirement PlanPrimecare Medical, Inc. Empl…$22M
End-of-year total assets ($M) among Bogle Vineyards Inc 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$22M
Net Income$5M
Employer EIN942247790
Plan Effective Date1996-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bogle Vineyards Inc)

Sponsor-wide plan assets over time

All Bogle Vineyards Inc plans reported in each filing year

Latest sponsor-wide plan assets
$23M 41.90711456173229% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.5M $23.5M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 305 $17M
2023 1 307 $22M
2024 1 323 $23M

Nearby 401(k) Plans in California

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

Bogle Vineyards Inc 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Bogle Vineyards Inc 401(k) Retirement Plan, Total assets ($B): 0.021675363 · Participants: 307Bogle Vineyards Inc 401(k) Retirement 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
Bogle Vineyards Inc 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Bogle Vineyards Inc 401(k) Retirement Plan side-by-side with 3 peers →

Bogle Vineyards Inc 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Harvey Companies Profit Sharing Plan in NC ($22M); by covered participants it is Reliable Heating and Air 401(k) Plan in GA (307 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (307 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 Bogle Vineyards Inc 401(k) Retirement Plan assets move in 2023? ▼
Bogle Vineyards Inc 401(k) Retirement Plan surged - up 31.1% during 2023, from $17M to $22M. Reported net income was $5M.
How have Bogle Vineyards Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bogle Vineyards Inc's sponsor-wide assets grew 41.9%, from $17M to $23M.
Which 401(k) plans are similar in size to Bogle Vineyards Inc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harvey Companies Profit Sharing Plan in NC ($22M, 753 participants).
Which 401(k) plans cover a similar participant headcount to Bogle Vineyards Inc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reliable Heating and Air 401(k) Plan in GA (307 participants, $5M 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 942247790.

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.