401(k) · DOL Form 5500 · 2023

The Wine Enthusiast, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
150
Participants Small participant base
66th
Percentile by assets National rank
$95,862
Avg per participant Below avg balance/head
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Official DOL plan name: The Wine Enthusiast, Inc. 401(k) Plan · Sponsored by The Wine Enthusiast, Inc. · New York · Retail Trade

$14M in assets, 150 participants

The Wine Enthusiast, Inc.'s The Wine Enthusiast, Inc. 401(k) Plan reported $14M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,482 in Retail Trade (8,414 peers)

Coverage in New York

The Wine Enthusiast, Inc. 401(k) Plan covers 150 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $14M.

#6,482
in Retail Trade (8,414 peers)
+14.4%
assets growth YoY

The Wine Enthusiast, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

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

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

$14,379,346 Top 34% higher than 66% 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 Enthusiast, Inc. 401(k) 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. The Wine Enthusiast, Inc. 401(k) Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Wine Enthusiast, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Wine Enthusiast, Inc. 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • The Wine Enthusiast, Inc. 401(k) Plan reported participants rose from 144 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133210603 · The Wine Enthusiast, Inc. PY 2023 · 401(k)

The Wine Enthusiast, Inc. 401(k) Plan · $14M · 150 · 66th

  • NET $14M
  • NET 150
  • NET 66th
  • NET 401(k)
  • NET near Oregon Beverage Recycling Coop 401(k) Plan
  • NET ind #6482

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 New York →

The Wine Enthusiast, Inc. 401(k) Plan in the asset neighbourhood

The Wine Enthusiast, Inc. 401(k) PlanThe Wine Enthusiast, Inc. 40…$14MOregon Beverage Recycling Coop 401(k) PlanOregon Beverage Recycling Co…$14MThe J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and TrustThe J. Reckner Associates, I…$14MChesapeake Contracting Employees Savings TrustChesapeake Contracting Emplo…$14MCharles Barker Luxury Imports, Inc. 401(k) Profit Sharing PlanCharles Barker Luxury Import…$14M
End-of-year total assets ($M) among The Wine Enthusiast, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN133210603
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Wine Enthusiast, Inc.)

Sponsor-wide plan assets over time

All The Wine Enthusiast, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 43.187659768266535% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.6M $18M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 144 $13M
2023 1 150 $14M
2024 1 146 $18M

Nearby 401(k) Plans in New York

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

The Wine Enthusiast, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Wine Enthusiast, Inc. 401(k) Plan, Total assets ($B): 0.014379346 · Participants: 150The Wine Enthusiast, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
The Wine Enthusiast, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Wine Enthusiast, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Oregon Beverage Recycling Coop 401(k) Plan in OR ($14M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Enthusiast, Inc. 401(k) Plan assets move in 2023? ▼
The Wine Enthusiast, Inc. 401(k) Plan grew at a solid clip - up 14.4% during 2023, from $13M to $14M. Reported net income was $2M.
How have The Wine Enthusiast, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Wine Enthusiast, Inc.'s sponsor-wide assets grew 43.2%, from $13M to $18M.
Which 401(k) plans are similar in size to The Wine Enthusiast, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oregon Beverage Recycling Coop 401(k) Plan in OR ($14M, 476 participants).
Which 401(k) plans cover a similar participant headcount to The Wine Enthusiast, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants, $867K 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 133210603.

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.