401(k) · DOL Form 5500 · 2024

Clos Lachance Wines, LLC 401(k) Plan

Data updated 2026-08-25

$661K
Total assets Small plan by assets
60
Participants Small participant base
20th
Percentile by assets National rank
$11,021
Avg per participant Low balance/head
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Official DOL plan name: Clos Lachance Wines, LLC 401-K Profit Sharing Plan · Sponsored by Clos Lachance Wines, LLC · California · Manufacturing

$661K in assets, 60 participants

Clos Lachance Wines, LLC's Clos Lachance Wines, LLC 401-K Profit Sharing Plan reported $661K in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,399 in Manufacturing (17,777 peers)

2024 asset change

Clos Lachance Wines, LLC 401-K Profit Sharing Plan declined sharply 18.1% in 2024 ($807K → $661K) for 60 participants.

#1,399
in Manufacturing (17,777 peers)
-18.1%
assets change YoY

The plan reported a net loss of $146K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Clos Lachance Wines, LLC 401-K Profit Sharing Plan among the smaller filed plans by assets

Clos Lachance Wines, LLC 401-K Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$661,246 20th percentile higher than 20% of 123,620 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 2024

Clos Lachance Wines, LLC 401-K Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clos Lachance Wines, LLC 401-K Profit Sharing Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Clos Lachance Wines, LLC 401-K Profit Sharing Plan reported net income fell from $181K in the plan year 2023 filing to -$146K in the plan year 2024 filing.
  • Clos Lachance Wines, LLC 401-K Profit Sharing Plan reported participants rose from 47 in the plan year 2023 filing to 60 in the plan year 2024 filing.
  • Clos Lachance Wines, LLC 401-K Profit Sharing Plan end-of-year assets fell from $807K in the plan year 2023 filing to $661K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 770489784 · Clos Lachance Wines, LLC PY 2024 · 401(k)

Clos Lachance Wines, LLC 401-K Profit Sharing Plan · $661K · 60 · 20th

  • PCT $661K
  • PCT 60
  • PCT 20th
  • PCT 401(k)
  • PCT near Scales Venture Holdings Inc. Retirement Plan
  • PCT ind #1399

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 Manufacturing retirement plans → · Plans in California →

Clos Lachance Wines, LLC 401-K Profit Sharing Plan in the asset neighbourhood

Clos Lachance Wines, LLC 401-K Profit Sharing PlanClos Lachance Wines, LLC 401…$661KScales Venture Holdings Inc. Retirement PlanScales Venture Holdings Inc.…$662KWilkinson and Clements PA 401(k) Profit Sharing Plan & TrustWilkinson and Clements PA 40…$662KMark Ryan Company, LLC 401(k) PlanMark Ryan Company, LLC 401(k…$662KMccamp Inc 401(k) Plan$661K
End-of-year total assets ($M) among Clos Lachance Wines, LLC 401-K Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Clos Lachance Wines, LLC years around the 2024 move

Sponsor-wide plan assets over time

All Clos Lachance Wines, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$661K 5.597457660952259% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M 202220232024 $0.63M $0.66M ▲ +4.8%
Year Plans Participants Total Assets
2022 1 58 $626K
2023 1 47 $807K
2024 1 60 $661K

2024 asset-move particulars

Total Assets (Beginning of Year)$807K
Net Assets (End of Year)$661K
Net Income-$146K
Employer EIN770489784
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Clos Lachance Wines, LLC 401-K Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Clos Lachance Wines, LLC 401-K Profit Sharing Plan, Total assets ($B): 0.000661246 · Participants: 60Clos Lachance Wines, LLC 401-K Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Clos Lachance Wines, LLC 401-K Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Clos Lachance Wines, LLC 401-K Profit Sharing Plan side-by-side with 3 peers →

Clos Lachance Wines, LLC 401-K Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Scales Venture Holdings Inc. Retirement Plan in TX ($662K); by covered participants it is Service Caster Corporation 401(k) Profit Sharing Plan & Trust in PA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Clos Lachance Wines, LLC 401-K Profit Sharing Plan assets move in 2024? ▼
Clos Lachance Wines, LLC 401-K Profit Sharing Plan declined sharply - down 18.1% during 2024, from $807K to $661K. Reported net income was -$146K.
How have Clos Lachance Wines, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clos Lachance Wines, LLC's sponsor-wide assets grew 5.6%, from $626K to $661K.
Where does Clos Lachance Wines, LLC 401-K Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Clos Lachance Wines, LLC 401-K Profit Sharing Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Clos Lachance Wines, LLC 401-K Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Scales Venture Holdings Inc. Retirement Plan in TX ($662K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Clos Lachance Wines, LLC 401-K Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Service Caster Corporation 401(k) Profit Sharing Plan & Trust in PA (60 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 770489784.

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.