401(k) · DOL Form 5500 · 2023
Potrero Distilling Holdings 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 67
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $168,719
- Avg per participant Above avg balance/head
Official DOL plan name: Potrero Distilling Holdings Retirement Plan · Sponsored by Potrero Distilling Holdings · California · Management of Enterprises
$11M in assets, 67 participants
Potrero Distilling Holdings's Potrero Distilling Holdings Retirement Plan reported $11M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #454 in Management of Enterprises (1,137 peers)
Management of Enterprises sector rank
Within Management of Enterprises, Potrero Distilling Holdings Retirement Plan ranks #454 of 1,137 2023 filers by assets (3145% of the sector average)-$11M for 67 participants.
- #454
- in Management of Enterprises (1,137 peers)
- +20.0%
- assets growth YoY
Potrero Distilling Holdings Retirement Plan's mid-pack asset rank among Management of Enterprises and all filers
Potrero Distilling Holdings Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,304,161 Top 39% higher than 61% 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
Potrero Distilling Holdings Retirement 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. Potrero Distilling Holdings Retirement Plan is a small filing (67 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Potrero Distilling Holdings Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Potrero Distilling Holdings Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Potrero Distilling Holdings Retirement Plan reported participants rose from 61 in the plan year 2022 filing to 67 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 272332086 · Potrero Distilling Holdings PY 2023 · 401(k)
Potrero Distilling Holdings Retirement Plan · $11M · 67 · 61st
- NET $11M
- BOOK 67
- VS-ST 61st
- BOY 401(k)
- SCH near Skilled Care Pharmacy, Inc. 401(k) Plan
- EBSA ind #454
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 Management of Enterprises retirement plans → · Plans in California →
Potrero Distilling Holdings Retirement Plan in the asset neighbourhood
Management of Enterprises filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 272332086 |
| Plan Effective Date | 1983-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Potrero Distilling Holdings)
Sponsor-wide plan assets over time
All Potrero Distilling Holdings plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 47.66526126926669% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 61 | $9M |
| 2023 | 1 | 67 | $11M |
| 2024 | 1 | 79 | $14M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Potrero Distilling Holdings Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Skilled Care Pharmacy, Inc. 401(k) Plan in OH ($11M); by covered participants it is Southern Wealth Management 401(k) Plan in TX (67 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Skilled Care Pharmacy, Inc. 401(k) Plan (OH) $11M · 64
- Southland Concrete Corporation 401(k) Plan (VA) $11M · 220
- Koniver Stern Group, Inc. 401(k) Plan and Trust (FL) $11M · 3
- Ferrilli Retirement Plan (NJ) $11M · 188
Similar participant headcount
Nearest other-state filings by covered participants (67 participants); asset peers above are excluded.
- Southern Wealth Management 401(k) Plan (TX) 67 · 0 off
- U.S. Sugar Co., LLC 401(k) Plan (NY) 67 · 0 off
- The Exchange Bank of Alabama Retirement Plan (AL) 67 · 0 off
- Rook 5 Enterprise, Inc. 401(k) Profit Sharing Plan (NJ) 67 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.