Profit Sharing · DOL Form 5500 · 2023

Duplin Wine Cellars, Inc Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
145
Participants Small participant base
57th
Percentile by assets National rank
$63,850
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Duplin Wine Cellars, Inc 401(k) Plan · Sponsored by Duplin Wine Cellars, Inc · North Carolina · Agriculture, Forestry & Fishing

$9M in assets, 145 participants

Duplin Wine Cellars, Inc's Duplin Wine Cellars, Inc 401(k) Plan reported $9M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

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

Coverage in North Carolina

Duplin Wine Cellars, Inc 401(k) Plan covers 145 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#795
in Agriculture, Forestry & Fishing (1,288 peers)
+33.3%
assets growth YoY

Duplin Wine Cellars, Inc 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Duplin Wine Cellars, Inc 401(k) Plan vs every filed plan by assets

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

$9,258,292 Top 43% higher than 57% 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

Duplin Wine Cellars, Inc 401(k) 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. Duplin Wine Cellars, Inc 401(k) Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Duplin Wine Cellars, Inc 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Duplin Wine Cellars, Inc 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Duplin Wine Cellars, Inc 401(k) Plan reported participants rose from 135 in the plan year 2022 filing to 145 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 561119842 · Duplin Wine Cellars, Inc PY 2023 · Profit Sharing

Duplin Wine Cellars, Inc 401(k) Plan · $9M · 145 · 57th

  • NET $9M
  • BOOK 145
  • VS-ST 57th
  • BOY Profit Sharing
  • SCH near Allegro School Defined Contribution Retirement Plan
  • EBSA ind #795

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 →

Duplin Wine Cellars, Inc 401(k) Plan in the asset neighbourhood

Steppingstone Day School Inc Employees Retirement PlanSteppingstone Day School Inc…$9MMesser-Bowers Profit Sharing PlanMesser-Bowers Profit Sharing…$9MDuplin Wine Cellars, Inc 401(k) PlanDuplin Wine Cellars, Inc 401…$9MAllegro School Defined Contribution Retirement PlanAllegro School Defined Contr…$9MThe Caring Coalition of Central New York Tax Deferred Annuity PlanThe Caring Coalition of Cent…$9M
End-of-year total assets ($M) among Duplin Wine Cellars, Inc 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN561119842
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Duplin Wine Cellars, Inc)

Sponsor-wide plan assets over time

All Duplin Wine Cellars, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 55.03704688294522% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.94M $10.8M ▲ +55.2%
Year Plans Participants Total Assets
2022 1 135 $7M
2023 1 145 $9M
2024 1 169 $11M

Nearby Profit Sharing Plans in North Carolina

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

Duplin Wine Cellars, Inc 401(k) 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 ($B) Participants Duplin Wine Cellars, Inc 401(k) Plan, Total assets ($B): 0.009258292 · Participants: 145Duplin Wine Cellars, Inc 401(k) 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
Duplin Wine Cellars, Inc 401(k) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Duplin Wine Cellars, Inc 401(k) Plan side-by-side with 3 peers →

Duplin Wine Cellars, Inc 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Allegro School Defined Contribution Retirement Plan in NJ ($9M); by covered participants it is Greater Opportunities 403(b) Plan in NY (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Duplin Wine Cellars, Inc 401(k) Plan assets move in 2023? ▼
Duplin Wine Cellars, Inc 401(k) Plan surged - up 33.3% during 2023, from $7M to $9M. Reported net income was $2M.
How have Duplin Wine Cellars, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Duplin Wine Cellars, Inc's sponsor-wide assets grew 55.0%, from $7M to $11M.
Which Profit Sharing plans are similar in size to Duplin Wine Cellars, Inc 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Allegro School Defined Contribution Retirement Plan in NJ ($9M, 112 participants).
Which Profit Sharing plans cover a similar participant headcount to Duplin Wine Cellars, Inc 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Greater Opportunities 403(b) Plan in NY (145 participants, $4M 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 561119842.

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.