401(k) · DOL Form 5500 · 2023

Folio Wine Company, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
65
Participants Small participant base
62nd
Percentile by assets National rank
$180,283
Avg per participant Above avg balance/head
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Official DOL plan name: Folio Wine Company, LLC 401(k) Plan · Sponsored by Folio Wine Company, LLC · California · Wholesale Trade

$12M in assets, 65 participants

Folio Wine Company, LLC's Folio Wine Company, LLC 401(k) Plan reported $12M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,456 in Wholesale Trade (6,309 peers)

Folio Wine Company, LLC multi-year trail

Folio Wine Company, LLC's plans moved +27.6% in assets from 2022 to 2024; this filing shows Folio Wine Company, LLC 401(k) Plan at $12M / 65 participants.

#3,456
in Wholesale Trade (6,309 peers)
+25.6%
assets growth YoY

Folio Wine Company, LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Folio Wine Company, LLC 401(k) Plan vs every filed plan by assets

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

$11,718,417 Top 38% higher than 62% 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

Folio Wine Company, LLC 401(k) 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. Folio Wine Company, LLC 401(k) Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Folio Wine Company, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Folio Wine Company, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Folio Wine Company, LLC 401(k) Plan reported participants rose from 60 in the plan year 2022 filing to 65 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 201713297 · Folio Wine Company, LLC PY 2023 · 401(k)

Folio Wine Company, LLC 401(k) Plan · $12M · 65 · 62nd

  • ASSETS $12M
  • ASSETS 65
  • ASSETS 62nd
  • ASSETS 401(k)
  • ASSETS near Apyx Medical 401(k) Plan
  • ASSETS ind #3456

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 →

Folio Wine Company, LLC 401(k) Plan in the asset neighbourhood

Folio Wine Company, LLC 401(k) PlanFolio Wine Company, LLC 401(…$12MApyx Medical 401(k) Plan$12MConsolidated Citrus 401(k) Savings PlanConsolidated Citrus 401(k) S…$12MBabel Street, Inc. 401(k) PlanBabel Street, Inc. 401(k) Pl…$12MLocal 298 Annuity Fund$12M
End-of-year total assets ($M) among Folio Wine Company, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Folio Wine Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Folio Wine Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 27.608840050033812% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.33M $11.9M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 60 $9M
2023 1 65 $12M
2024 1 69 $12M

Folio Wine Company, LLC filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN201713297
Plan Effective Date2005-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Folio Wine Company, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Folio Wine Company, LLC 401(k) Plan, Total assets ($B): 0.011718417 · Participants: 65Folio Wine Company, LLC 401(k) 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
Folio Wine Company, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Folio Wine Company, LLC 401(k) Plan side-by-side with 3 peers →

Folio Wine Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Apyx Medical 401(k) Plan in FL ($12M); by covered participants it is General Insurance Services, Inc. 401(k) Plan in IN (65 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Folio Wine Company, LLC 401(k) Plan assets move in 2023? ▼
Folio Wine Company, LLC 401(k) Plan grew sharply - up 25.6% during 2023, from $9M to $12M. Reported net income was $2M.
How have Folio Wine Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Folio Wine Company, LLC's sponsor-wide assets grew 27.6%, from $9M to $12M.
Which 401(k) plans are similar in size to Folio Wine Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Apyx Medical 401(k) Plan in FL ($12M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Folio Wine Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Insurance Services, Inc. 401(k) Plan in IN (65 participants, N/A 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 201713297.

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.