Profit Sharing · DOL Form 5500 · 2024

Berntsen Wine Investment Profit Sharing Plan

Data updated 2026-08-25

$160K
Total assets Small plan by assets
1
Participants Small participant base
9th
Percentile by assets National rank
$159,779
Avg per participant Above avg balance/head
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Official DOL plan name: Berntsen Wine Investment Retirement Plan · Sponsored by Berntsen Wine Investment · California · Manufacturing

$160K in assets, 1 participants

Berntsen Wine Investment's Berntsen Wine Investment Retirement Plan reported $160K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 9th 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.

  • #586 in Manufacturing (17,777 peers)

Berntsen Wine Investment multi-year trail

Berntsen Wine Investment's plans moved -37.1% in assets from 2022 to 2024; this filing shows Berntsen Wine Investment Retirement Plan at $160K / 1 participant.

#586
in Manufacturing (17,777 peers)
-14.7%
assets change YoY

The plan reported a net loss of $27K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Berntsen Wine Investment Retirement Plan among the smaller filed plans by assets

Berntsen Wine Investment Retirement Plan vs every filed plan by assets

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

$159,779 9th percentile higher than 9% 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

Berntsen Wine Investment Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berntsen Wine Investment Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berntsen Wine Investment Retirement Plan reported net income rose from -$67K in the plan year 2023 filing to -$27K in the plan year 2024 filing.
  • Berntsen Wine Investment Retirement Plan end-of-year assets fell from $187K in the plan year 2023 filing to $160K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 821827547 · Berntsen Wine Investment PY 2024 · Profit Sharing

Berntsen Wine Investment Retirement Plan · $160K · 1 · 9th

  • ASSETS $160K
  • ASSETS 1
  • ASSETS 9th
  • ASSETS Profit Sharing
  • ASSETS near Serendipity Coaching and Consulting Inc. Retirement Plan
  • ASSETS ind #586

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 →

Berntsen Wine Investment Retirement Plan in the asset neighbourhood

Berntsen Wine Investment Retirement PlanBerntsen Wine Investment Ret…$160KSerendipity Coaching and Consulting Inc. Retirement PlanSerendipity Coaching and Con…$160KRicky's Bubbles and Sweets Inc. Retirement PlanRicky's Bubbles and Sweets I…$160KFreedspirits, Inc. Profit Sharing PlanFreedspirits, Inc. Profit Sh…$160KJhb Gateway Holdings Inc. Retirement PlanJhb Gateway Holdings Inc. Re…$160K
End-of-year total assets ($M) among Berntsen Wine Investment Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Berntsen Wine Investment multi-year asset trail

Sponsor-wide plan assets over time

All Berntsen Wine Investment plans reported in each filing year

Latest sponsor-wide plan assets
$160K 37.067627712789005% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M 202220232024 $0.25M $0.16M ▼ -36.0%
Year Plans Participants Total Assets
2022 1 1 $254K
2023 1 1 $187K
2024 1 1 $160K

Berntsen Wine Investment filing trail (2024)

Total Assets (Beginning of Year)$187K
Net Assets (End of Year)$160K
Net Income-$27K
Employer EIN821827547
Plan Effective Date2017-06-12
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Berntsen Wine Investment Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Berntsen Wine Investment Retirement Plan, Total assets ($B): 0.000159779 · Participants: 1Berntsen Wine Investment Retirement PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Berntsen Wine Investment Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Berntsen Wine Investment Retirement Plan side-by-side with 3 peers →

Berntsen Wine Investment Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Serendipity Coaching and Consulting Inc. Retirement Plan in NC ($160K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Berntsen Wine Investment Retirement Plan assets move in 2024? ▼
Berntsen Wine Investment Retirement Plan pulled back noticeably - down 14.7% during 2024, from $187K to $160K. Reported net income was -$27K.
How have Berntsen Wine Investment plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berntsen Wine Investment's sponsor-wide assets declined 37.1%, from $254K to $160K.
Where does Berntsen Wine Investment Retirement Plan rank by assets among Form 5500 filers? ▼
Berntsen Wine Investment Retirement Plan ranks in the 9th 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 Profit Sharing plans are similar in size to Berntsen Wine Investment Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Serendipity Coaching and Consulting Inc. Retirement Plan in NC ($160K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Berntsen Wine Investment Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 821827547.

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.