401(k) · DOL Form 5500 · 2023

Beckstoffer Vineyards 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
107
Participants Small participant base
71st
Percentile by assets National rank
$172,669
Avg per participant Above avg balance/head
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Official DOL plan name: Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan · Sponsored by Beckstoffer Vineyards · California · Agriculture, Forestry & Fishing

$18M in assets, 107 participants

Beckstoffer Vineyards's Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan reported $18M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #1,014 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in California

Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan covers 107 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $18M.

#1,014
in Agriculture, Forestry & Fishing (1,288 peers)
+8.8%
assets growth YoY

Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan's outsized position by total assets

Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan vs every filed plan by assets

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

$18,475,579 Top 29% higher than 71% 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

Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings 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. Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan reported participants fell from 151 in the plan year 2022 filing to 107 in the plan year 2023 filing.
  • Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942463903 · Beckstoffer Vineyards PY 2023 · 401(k)

Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan · $18M · 107 · 71st

  • PCT $18M
  • EIN 107
  • RANK 71st
  • PHOTO 401(k)
  • IND near Mti Distributing 401(k) Plan
  • EOY ind #1014

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan in the asset neighbourhood

Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings PlanBeckstoffer Vineyards Safe H…$18MHyer Group 401(k) Plan$18MHaas Outdoors, Inc. Profit Sharing & 401(k) PlanHaas Outdoors, Inc. Profit S…$18MMti Distributing 401(k) Plan$18MDon Sanderson Ford, Inc. 401(k) PlanDon Sanderson Ford, Inc. 401…$18M
End-of-year total assets ($M) among Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN942463903
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beckstoffer Vineyards)

Sponsor-wide plan assets over time

All Beckstoffer Vineyards plans reported in each filing year

Latest sponsor-wide plan assets
$19M 13.752511590256825% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $17M $19.3M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 151 $17M
2023 1 107 $18M
2024 1 109 $19M

Nearby 401(k) Plans in California

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

Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan, Total assets ($B): 0.018475579 · Participants: 107Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings 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
Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan side-by-side with 3 peers →

Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mti Distributing 401(k) Plan in MN ($18M); by covered participants it is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan assets move in 2023? ▼
Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan grew at a solid clip - up 8.8% during 2023, from $17M to $18M. Reported net income was $1M.
How have Beckstoffer Vineyards plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beckstoffer Vineyards's sponsor-wide assets grew 13.8%, from $17M to $19M.
Which 401(k) plans are similar in size to Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mti Distributing 401(k) Plan in MN ($18M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Beckstoffer Vineyards Safe Harbor 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 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 942463903.

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.