401(k) · DOL Form 5500 · 2023
Blue Dog Wines & Spirits, Ltd. 401(k) Plan
Data updated 2026-08-25
- $278K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $138,846
- Avg per participant Near avg balance/head
Official DOL plan name: Blue Dog Wines & Spirits, Ltd. 401(k) Plan · Sponsored by Blue Dog Wines & Spirits, Ltd. · New York · Retail Trade
$278K in assets, 2 participants
Blue Dog Wines & Spirits, Ltd.'s Blue Dog Wines & Spirits, Ltd. 401(k) Plan reported $278K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.
- #1,795 in Retail Trade (8,414 peers)
Blue Dog Wines & Spirits, Ltd. multi-year trail
Blue Dog Wines & Spirits, Ltd.'s plans moved +19.1% in assets from 2022 to 2024; this filing shows Blue Dog Wines & Spirits, Ltd. 401(k) Plan at $278K / 2 participants.
- #1,795
- in Retail Trade (8,414 peers)
- -3.1%
- assets change YoY
The plan reported a net loss of $9K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Blue Dog Wines & Spirits, Ltd. 401(k) Plan among the smaller filed plans by assets
Blue Dog Wines & Spirits, Ltd. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$277,692 13th percentile higher than 13% 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
Blue Dog Wines & Spirits, Ltd. 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. Blue Dog Wines & Spirits, Ltd. 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
- Blue Dog Wines & Spirits, Ltd. 401(k) Plan reported net income fell from $15K in the plan year 2022 filing to -$9K in the plan year 2023 filing.
- Blue Dog Wines & Spirits, Ltd. 401(k) Plan end-of-year assets fell from $287K in the plan year 2022 filing to $278K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 205141514 · Blue Dog Wines & Spirits, Ltd. PY 2023 · 401(k)
Blue Dog Wines & Spirits, Ltd. 401(k) Plan · $278K · 2 · 13th
- TYPE $278K
- TYPE 2
- TYPE 13th
- TYPE 401(k)
- TYPE near Razordane, Inc. 401(k) Profit Sharing Plan
- TYPE ind #1795
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 →
Blue Dog Wines & Spirits, Ltd. 401(k) Plan in the asset neighbourhood
Blue Dog Wines & Spirits, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Blue Dog Wines & Spirits, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $341K 19.126571720717923% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $287K |
| 2023 | 1 | 2 | $278K |
| 2024 | 1 | 2 | $341K |
Blue Dog Wines & Spirits, Ltd. filing trail (2023)
| Total Assets (Beginning of Year) | $287K |
|---|---|
| Net Assets (End of Year) | $278K |
| Net Income | -$9K |
| Employer EIN | 205141514 |
| Plan Effective Date | 2006-06-21 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Blue Dog Wines & Spirits, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Razordane, Inc. 401(k) Profit Sharing Plan in CO ($278K); 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 ($278K here).
- Razordane, Inc. 401(k) Profit Sharing Plan (CO) $278K · 2
- More Cowbell, Inc. 401(k) Plan (FL) $278K · 6
- Rej California Group Retirement Plan (CA) $278K · 1
- Tas Ventures, Inc. 401(k) Plan (VA) $278K · 8
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.