401(k) · DOL Form 5500 · 2023

Veritas Vino, Inc. 401(k) Plan

Data updated 2026-08-25

$461K
Total assets Small plan by assets
1
Participants Small participant base
17th
Percentile by assets National rank
$461,309
Avg per participant High balance/head
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Official DOL plan name: Veritas Vino 401(k) Trust · Sponsored by Veritas Vino, Inc. · California · Retail Trade

$461K in assets, 1 participants

Veritas Vino, Inc.'s Veritas Vino 401(k) Trust reported $461K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,341 in Retail Trade (8,414 peers)

What the 2023 filing shows

Veritas Vino 401(k) Trust holds $461K for 1 participant - about $461,309 per participant, among the smaller plans by assets on file.

#2,341
in Retail Trade (8,414 peers)
+0.0%
assets growth YoY

Veritas Vino 401(k) Trust among the smaller filed plans by assets

Veritas Vino 401(k) Trust vs every filed plan by assets

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

$461,309 17th percentile higher than 17% 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

Veritas Vino 401(k) Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Veritas Vino 401(k) Trust is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 473092030 · Veritas Vino, Inc. PY 2023 · 401(k)

Veritas Vino 401(k) Trust · $461K · 1 · 17th

  • PART $461K
  • PART 1
  • PART 17th
  • PART 401(k)
  • PART near West Texas Haircuts, Inc. 401(k) Plan
  • PART ind #2341

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 California →

Veritas Vino 401(k) Trust in the asset neighbourhood

Veritas Vino 401(k) Trust$461KWest Texas Haircuts, Inc. 401(k) PlanWest Texas Haircuts, Inc. 40…$461KPeter Alexander & Company 401(k)Peter Alexander & Company 40…$461KSilver Birch Living 401(k) Savings PlanSilver Birch Living 401(k) S…$461KNichony, Inc. Retirement Plan$461K
End-of-year total assets ($M) among Veritas Vino 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$461K
Net Assets (End of Year)$461K
Employer EIN473092030
Plan Effective Date2015-02-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Veritas Vino, Inc.)

Sponsor-wide plan assets over time

All Veritas Vino, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$488K 5.787227216464452% vs 2022
2024 filing year
$0.45M$0.46M$0.47M$0.48M$0.49M$0.5M 202220232024 $0.46M $0.49M ▲ +6.5%
Year Plans Participants Total Assets
2022 1 1 $461K
2023 1 1 $461K
2024 1 1 $488K

Nearby 401(k) Plans in California

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

Veritas Vino 401(k) Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Veritas Vino 401(k) Trust, Total assets ($B): 0.000461309 · Participants: 1Veritas Vino 401(k) TrustWells 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
Veritas Vino 401(k) Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Veritas Vino 401(k) Trust side-by-side with 3 peers →

Veritas Vino 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is West Texas Haircuts, Inc. 401(k) Plan in TX ($461K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($461K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Veritas Vino 401(k) Trust assets move in 2023? ▼
Veritas Vino 401(k) Trust held essentially flat - up 0.0% during 2023, from $461K to $461K.
How have Veritas Vino, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Veritas Vino, Inc.'s sponsor-wide assets grew 5.8%, from $461K to $488K.
Where does Veritas Vino 401(k) Trust rank by assets among Form 5500 filers? ▼
Veritas Vino 401(k) Trust ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Veritas Vino 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is West Texas Haircuts, Inc. 401(k) Plan in TX ($461K, 25 participants).
Which 401(k) plans cover a similar participant headcount to Veritas Vino 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 473092030.

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.