Profit Sharing · DOL Form 5500 · 2023

Duplin Wine Cellars, Inc Profit Sharing Plan

Data updated 2026-08-11

$9M
Total assets
145
Participants
57th
Percentile by assets
$63,850
Avg per participant
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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.

  • 57th percentile by assets (of 127,072 plans)
  • #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.

$9M
total plan assets (2023 EOY)
145
covered participants
57th
percentile by assets (of 127,072 plans)
$63,850
avg assets per participant

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 2023→2024 release diff →

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Duplin Wine Cellars, Inc 401(k) Plan reports 145 participants - about 18% of that state average ($9M EOY assets).

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)

$6M$8M$10M$12M 202220232024 $6.94M $10.8M ▲ +55.2%
Total plan assets by year, all Duplin Wine Cellars, Inc plans on file
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

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,…Tax Deferred Savings…Charter Communicatio…Firsthealth of the C…Baker & Taylor Retir…Intermec Fssp Spinof…
Duplin Wine Cellars, Inc 401(k) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Duplin Wine Cellars, Inc 401(k) Plan by total assets, not by location.

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).

Filing takeaways

Ways to act on Duplin Wine Cellars, Inc 401(k) Plan's numbers.