401(k) · DOL Form 5500 · 2023
Haber Family Vineyards LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $752,698
- Avg per participant High balance/head
Official DOL plan name: Haber Family Vineyards LLC Self Employed 401(k) Plan · Sponsored by Haber Family Vineyards LLC · California · Food Services & Accommodation
$2M in assets, 2 participants
Haber Family Vineyards LLC's Haber Family Vineyards LLC Self Employed 401(k) Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.
- #2,438 in Food Services & Accommodation (3,828 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Haber Family Vineyards LLC Self Employed 401(k) Plan ranks #2,438 of 3,828 2023 filers by assets (1300% of the sector average)-$2M for 2 participants.
- #2,438
- in Food Services & Accommodation (3,828 peers)
- +25.7%
- assets growth YoY
Haber Family Vineyards LLC Self Employed 401(k) Plan among the smaller filed plans by assets
Haber Family Vineyards LLC Self Employed 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,505,396 27th percentile higher than 27% 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
Haber Family Vineyards LLC Self Employed 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haber Family Vineyards LLC Self Employed 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Haber Family Vineyards LLC Self Employed 401(k) Plan reported net income rose from -$66K in the plan year 2022 filing to $307K in the plan year 2023 filing.
- Haber Family Vineyards LLC Self Employed 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 203038631 · Haber Family Vineyards LLC PY 2023 · 401(k)
Haber Family Vineyards LLC Self Employed 401(k) Plan · $2M · 2 · 27th
- PCT $2M
- EIN 2
- RANK 27th
- PHOTO 401(k)
- IND near Adams Education and Consulting Inc. Profit Sharing Plan
- EOY ind #2438
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 Food Services & Accommodation retirement plans → · Plans in California →
Haber Family Vineyards LLC Self Employed 401(k) Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $307K |
| Employer EIN | 203038631 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Haber Family Vineyards LLC)
Sponsor-wide plan assets over time
All Haber Family Vineyards LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 48.2657309504175% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $2M |
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
Haber Family Vineyards LLC Self Employed 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Adams Education and Consulting Inc. Profit Sharing Plan in IN ($2M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.