Profit Sharing · DOL Form 5500 · 2023

Moore Estate Vineyards Inc. Profit Sharing Plan

Data updated 2026-08-25

$337K
Total assets Small plan by assets
2
Participants Small participant base
15th
Percentile by assets National rank
$168,312
Avg per participant Above avg balance/head
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Official DOL plan name: Moore Estate Vineyards Inc. Retirement Plan · Sponsored by Moore Estate Vineyards Inc. · North Carolina · Agriculture, Forestry & Fishing

$337K in assets, 2 participants

Moore Estate Vineyards Inc.'s Moore Estate Vineyards Inc. Retirement Plan reported $337K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

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

Moore Estate Vineyards Inc. multi-year trail

Moore Estate Vineyards Inc.'s plans moved +25.0% in assets from 2022 to 2024; this filing shows Moore Estate Vineyards Inc. Retirement Plan at $337K / 2 participants.

#155
in Agriculture, Forestry & Fishing (1,288 peers)
-2.4%
assets change YoY

The plan reported a net loss of $8K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Moore Estate Vineyards Inc. Retirement Plan among the smaller filed plans by assets

Moore Estate Vineyards Inc. Retirement Plan vs every filed plan by assets

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

$336,624 15th percentile higher than 15% 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

Moore Estate Vineyards Inc. Retirement 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. Moore Estate Vineyards Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Moore Estate Vineyards Inc. Retirement Plan reported net income fell from $406 in the plan year 2022 filing to -$8K in the plan year 2023 filing.
  • Moore Estate Vineyards Inc. Retirement Plan end-of-year assets fell from $345K in the plan year 2022 filing to $337K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 462401934 · Moore Estate Vineyards Inc. PY 2023 · Profit Sharing

Moore Estate Vineyards Inc. Retirement Plan · $337K · 2 · 15th

  • EBSA $337K
  • PART 2
  • TYPE 15th
  • NET Profit Sharing
  • BOOK near Bucky J's Marine, Inc. Retirement Plan
  • VS-ST ind #155

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 North Carolina →

Moore Estate Vineyards Inc. Retirement Plan in the asset neighbourhood

Moore Estate Vineyards Inc. Retirement PlanMoore Estate Vineyards Inc. …$337KBucky J's Marine, Inc. Retirement PlanBucky J's Marine, Inc. Retir…$337KCreative Market Resource Group, Inc. Retirement PlanCreative Market Resource Gro…$336KGreat Falls Americans Hc Inc. Retirement PlanGreat Falls Americans Hc Inc…$337KNtx Restoration Pros, Inc. Profit Sharing PlanNtx Restoration Pros, Inc. P…$337K
End-of-year total assets ($M) among Moore Estate Vineyards Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Moore Estate Vineyards Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Moore Estate Vineyards Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$431K 25.013771708561656% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M 202220232024 $0.34M $0.43M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 2 $345K
2023 1 2 $337K
2024 1 2 $431K

Moore Estate Vineyards Inc. filing trail (2023)

Total Assets (Beginning of Year)$345K
Net Assets (End of Year)$337K
Net Income-$8K
Employer EIN462401934
Plan Effective Date2013-03-07
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Moore Estate Vineyards Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Moore Estate Vineyards Inc. Retirement Plan, Total assets ($B): 0.000336624 · Participants: 2Moore Estate Vineyards Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Moore Estate Vineyards Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants

Moore Estate Vineyards Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Bucky J's Marine, Inc. Retirement Plan in TX ($337K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Moore Estate Vineyards Inc. Retirement Plan assets move in 2023?
Moore Estate Vineyards Inc. Retirement Plan edged down modestly - down 2.4% during 2023, from $345K to $337K. Reported net income was -$8K.
How have Moore Estate Vineyards Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Moore Estate Vineyards Inc.'s sponsor-wide assets grew 25.0%, from $345K to $431K.
Where does Moore Estate Vineyards Inc. Retirement Plan rank by assets among Form 5500 filers?
Moore Estate Vineyards Inc. Retirement Plan ranks in the 15th 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 Profit Sharing plans are similar in size to Moore Estate Vineyards Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Bucky J's Marine, Inc. Retirement Plan in TX ($337K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Moore Estate Vineyards Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).