401(k) · DOL Form 5500 · 2023

Vintage Wine Company 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 109
Participants Small participant base: 50th
Percentile by assets National rank: $60,685
Avg per participant Low balance/head

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Official DOL plan name: Vintage Wine Company 401(k) & Profit Sharing Plan & Trust · Sponsored by Vintage Wine Company · Michigan · Retail Trade

$7M in assets, 109 participants

Vintage Wine Company's Vintage Wine Company 401(k) & Profit Sharing Plan & Trust reported $7M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

#5,060 in Retail Trade (8,414 peers)

Coverage in Michigan

Vintage Wine Company 401(k) & Profit Sharing Plan & Trust covers 109 participants in Michigan, about 17% of the average Michigan filer (state average ~638 per filing). Assets: $7M.

#5,060
in Retail Trade (8,414 peers): +26.6%
assets growth YoY

Vintage Wine Company 401(k) & Profit Sharing Plan & Trust's mid-pack asset rank among Retail Trade and all filers

Vintage Wine Company 401(k) & Profit Sharing Plan & Trust vs every filed plan by assets

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

$6,614,676 Top 50% higher than 50% 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

Vintage Wine Company 401(k) & Profit Sharing Plan & 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. Vintage Wine Company 401(k) & Profit Sharing Plan & Trust sits mid-pack in the medium band (109 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%)

DOL schedule card

Filing strip 382213668 · Vintage Wine Company PY 2023 · 401(k)

Vintage Wine Company 401(k) & Profit Sharing Plan & Trust · $7M · 109 · 50th

NET $7M
NET 109
NET 50th
NET 401(k)
NET near Electrical Services Co. 401(k) Plan
NET ind #5060

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 Michigan →

End-of-year total assets ($M) among Vintage Wine Company 401(k) & Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$7M
Net Income	$1M
Employer EIN	382213668
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Vintage Wine Company)

Latest sponsor-wide plan assets: $8M 22.2773571978431% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	109	$7M
2024	1	113	$8M

Nearby 401(k) Plans in Michigan

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

Vintage Wine Company 401(k) & Profit Sharing Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants

General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195

Compare Vintage Wine Company 401(k) & Profit Sharing Plan & Trust side-by-side with 3 peers →

Vintage Wine Company 401(k) & Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Electrical Services Co. 401(k) Plan in CA ($7M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Electrical Services Co. 401(k) Plan (CA) $7M · 29
403(b) Thrift Plan for Employees of Lifequest (SD) $7M · 151
Employers 401(k) Elite Retirement Plan (OR) $7M · 396
Bellisio Foods, Inc. Union Retirement Savings Plan (MN) $7M · 1,106

Similar participant headcount

Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.

Mcmanis & Monsalve Associates Profit Sharing Plan (MD) 109 · 0 off
Identity Management Services Organization, LLC 401(k) Plan (CA) 109 · 0 off
Allegheny Petroleum Products, Co. 401(k) Profit Sharing Plan (PA) 109 · 0 off
Dupree Plumbing, Co. 401(k) Plan (GA) 109 · 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 Vintage Wine Company 401(k) & Profit Sharing Plan & Trust assets move in 2023? ▼

Vintage Wine Company 401(k) & Profit Sharing Plan & Trust grew sharply - up 26.6% during 2023, from $5M to $7M. Reported net income was $1M.

How have Vintage Wine Company plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Vintage Wine Company's sponsor-wide assets grew 22.3%, from $7M to $8M.

Which 401(k) plans are similar in size to Vintage Wine Company 401(k) & Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Electrical Services Co. 401(k) Plan in CA ($7M, 29 participants).

Which 401(k) plans cover a similar participant headcount to Vintage Wine Company 401(k) & Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M 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 382213668.