401(k) · DOL Form 5500 · 2024

Terravant Wine Company, LLC Dba Summerland Wine Brands 401(k) Plan

Data updated 2026-08-25

$867K
Total assets Small plan by assets
28
Participants Small participant base
22nd
Percentile by assets National rank
$30,981
Avg per participant Low balance/head
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Official DOL plan name: Summerland Wine Brands 401(k) Profit Sharing Plan · Sponsored by Terravant Wine Company, LLC Dba Summerland Wine Brands · California · Manufacturing

$867K in assets, 28 participants

Terravant Wine Company, LLC Dba Summerland Wine Brands's Summerland Wine Brands 401(k) Profit Sharing Plan reported $867K in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,595 in Manufacturing (17,777 peers)

Terravant Wine Company, LLC Dba Summerland Wine Brands multi-year trail

Terravant Wine Company, LLC Dba Summerland Wine Brands's plans moved -17.9% in assets from 2022 to 2024; this filing shows Summerland Wine Brands 401(k) Profit Sharing Plan at $867K / 28 participants.

#1,595
in Manufacturing (17,777 peers)
+8.9%
assets growth YoY

Summerland Wine Brands 401(k) Profit Sharing Plan among the smaller filed plans by assets

Summerland Wine Brands 401(k) Profit Sharing Plan vs every filed plan by assets

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

$867,470 22nd percentile higher than 22% 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

Summerland Wine Brands 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. Summerland Wine Brands 401(k) Profit Sharing Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Summerland Wine Brands 401(k) Profit Sharing Plan reported net income rose from -$260K in the plan year 2023 filing to $71K in the plan year 2024 filing.
  • Summerland Wine Brands 401(k) Profit Sharing Plan reported participants fell from 67 in the plan year 2023 filing to 28 in the plan year 2024 filing.
  • Summerland Wine Brands 401(k) Profit Sharing Plan end-of-year assets rose from $797K in the plan year 2023 filing to $867K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 205254549 · Terravant Wine Company, LLC Dba Summerland Wine Brands PY 2024 · 401(k)

Summerland Wine Brands 401(k) Profit Sharing Plan · $867K · 28 · 22nd

  • BOOK $867K
  • BOOK 28
  • BOOK 22nd
  • BOOK 401(k)
  • BOOK near Refricentro, Inc. Retirement Plan
  • BOOK ind #1595

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 →

Summerland Wine Brands 401(k) Profit Sharing Plan in the asset neighbourhood

Summerland Wine Brands 401(k) Profit Sharing PlanSummerland Wine Brands 401(k…$867KRefricentro, Inc. Retirement PlanRefricentro, Inc. Retirement…$868KIdeal Tape Co., Inc. Savings & Investment PlanIdeal Tape Co., Inc. Savings…$867KZenith Centurion Ventures, Inc. 401(k) Profit Sharing PlanZenith Centurion Ventures, I…$868KDugn Retirement Plan$868K
End-of-year total assets ($M) among Summerland Wine Brands 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Terravant Wine Company, LLC Dba Summerland Wine Brands multi-year asset trail

Sponsor-wide plan assets over time

All Terravant Wine Company, LLC Dba Summerland Wine Brands plans reported in each filing year

Latest sponsor-wide plan assets
$867K 17.87872706204891% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $1.06M $0.87M ▼ -17.9%
Year Plans Participants Total Assets
2022 1 52 $1M
2023 1 67 $797K
2024 1 28 $867K

Terravant Wine Company, LLC Dba Summerland Wine Brands filing trail (2024)

Total Assets (Beginning of Year)$797K
Net Assets (End of Year)$867K
Net Income$71K
Employer EIN205254549
Plan Effective Date2012-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Summerland Wine Brands 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 ($B) Participants Summerland Wine Brands 401(k) Profit Sharing Plan, Total assets ($B): 0.00086747 · Participants: 28Summerland Wine Brands 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
Summerland Wine Brands 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Summerland Wine Brands 401(k) Profit Sharing Plan side-by-side with 3 peers →

Summerland Wine Brands 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 Refricentro, Inc. Retirement Plan in PR ($868K); by covered participants it is Title Houston Holdings, Ltd 401(k) Plan in TX (28 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($867K here).

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Summerland Wine Brands 401(k) Profit Sharing Plan assets move in 2024? ▼
Summerland Wine Brands 401(k) Profit Sharing Plan grew at a solid clip - up 8.9% during 2024, from $797K to $867K. Reported net income was $71K.
How have Terravant Wine Company, LLC Dba Summerland Wine Brands plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Terravant Wine Company, LLC Dba Summerland Wine Brands's sponsor-wide assets declined 17.9%, from $1M to $867K.
Where does Summerland Wine Brands 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Summerland Wine Brands 401(k) Profit Sharing Plan ranks in the 22nd 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 Summerland Wine Brands 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Refricentro, Inc. Retirement Plan in PR ($868K, 177 participants).
Which 401(k) plans cover a similar participant headcount to Summerland Wine Brands 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Title Houston Holdings, Ltd 401(k) Plan in TX (28 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 205254549.

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.