401(k) · DOL Form 5500 · 2023

Obc Holdings, Inc 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
23
Participants Small participant base
49th
Percentile by assets National rank
$277,320
Avg per participant High balance/head
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Official DOL plan name: Old Bridge Cellars 401(k) Plan · Sponsored by Obc Holdings, Inc · California · Wholesale Trade

$6M in assets, 23 participants

Obc Holdings, Inc's Old Bridge Cellars 401(k) Plan reported $6M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,433 in Wholesale Trade (6,309 peers)

Obc Holdings, Inc multi-year trail

Obc Holdings, Inc's plans moved +76.3% in assets from 2022 to 2024; this filing shows Old Bridge Cellars 401(k) Plan at $6M / 23 participants.

#2,433
in Wholesale Trade (6,309 peers)
+36.4%
assets growth YoY

Old Bridge Cellars 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Old Bridge Cellars 401(k) Plan vs every filed plan by assets

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

$6,378,349 49th percentile higher than 49% 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

Old Bridge Cellars 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. Old Bridge Cellars 401(k) Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Old Bridge Cellars 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Old Bridge Cellars 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Old Bridge Cellars 401(k) Plan reported participants rose from 21 in the plan year 2022 filing to 23 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 731682094 · Obc Holdings, Inc PY 2023 · 401(k)

Old Bridge Cellars 401(k) Plan · $6M · 23 · 49th

  • TYPE $6M
  • NET 23
  • BOOK 49th
  • VS-ST 401(k)
  • BOY near Boys & Girls Clubs of Central Florida, Inc. 401(k) Profit Sharing Plan
  • SCH ind #2433

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 →

Old Bridge Cellars 401(k) Plan in the asset neighbourhood

Old Bridge Cellars 401(k) PlanOld Bridge Cellars 401(k) Pl…$6MBoys & Girls Clubs of Central Florida, Inc. 401(k) Profit Sharing PlanBoys & Girls Clubs of Centra…$6MSkyline Products Inc Profit Sharing Plan and TrustSkyline Products Inc Profit …$6MMelvin & Melvin, PLLC 401(k) Retirement PlanMelvin & Melvin, PLLC 401(k)…$6MThe Davis Companies 401(k) Retirement PlanThe Davis Companies 401(k) R…$6M
End-of-year total assets ($M) among Old Bridge Cellars 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Obc Holdings, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Obc Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$8M 76.32806554569149% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.68M $8.24M ▲ +76.1%
Year Plans Participants Total Assets
2022 1 21 $5M
2023 1 23 $6M
2024 1 21 $8M

Obc Holdings, Inc filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN731682094
Plan Effective Date2005-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Old Bridge Cellars 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Old Bridge Cellars 401(k) Plan, Total assets ($B): 0.006378349 · Participants: 23Old Bridge Cellars 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
Old Bridge Cellars 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Old Bridge Cellars 401(k) Plan side-by-side with 3 peers →

Old Bridge Cellars 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Boys & Girls Clubs of Central Florida, Inc. 401(k) Profit Sharing Plan in FL ($6M); by covered participants it is Tri J Packaging, Inc. Retirement Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Old Bridge Cellars 401(k) Plan assets move in 2023? ▼
Old Bridge Cellars 401(k) Plan surged - up 36.4% during 2023, from $5M to $6M. Reported net income was $2M.
How have Obc Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Obc Holdings, Inc's sponsor-wide assets grew 76.3%, from $5M to $8M.
Which 401(k) plans are similar in size to Old Bridge Cellars 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boys & Girls Clubs of Central Florida, Inc. 401(k) Profit Sharing Plan in FL ($6M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Old Bridge Cellars 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tri J Packaging, Inc. Retirement Plan in GA (23 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 731682094.

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.