401(k) · DOL Form 5500 · 2024

The Wine Spectrum, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
18
Participants Small participant base
37th
Percentile by assets National rank
$202,485
Avg per participant Above avg balance/head
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Official DOL plan name: The Wine Spectrum, Inc. 401(k) Profit Sharing Plan · Sponsored by The Wine Spectrum, Inc. · California · Wholesale Trade

$4M in assets, 18 participants

The Wine Spectrum, Inc.'s The Wine Spectrum, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,591 in Wholesale Trade (6,080 peers)

The Wine Spectrum, Inc. multi-year trail

The Wine Spectrum, Inc.'s plans moved +33.8% in assets from 2022 to 2024; this filing shows The Wine Spectrum, Inc. 401(k) Profit Sharing Plan at $4M / 18 participants.

#1,591
in Wholesale Trade (6,080 peers)
+10.1%
assets growth YoY

The Wine Spectrum, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

The Wine Spectrum, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,644,730 37th percentile higher than 37% 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

The Wine Spectrum, Inc. 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. The Wine Spectrum, Inc. 401(k) Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Wine Spectrum, Inc. 401(k) Profit Sharing Plan reported net income fell from $587K in the plan year 2023 filing to $334K in the plan year 2024 filing.
  • The Wine Spectrum, Inc. 401(k) Profit Sharing Plan reported participants fell from 21 in the plan year 2023 filing to 18 in the plan year 2024 filing.
  • The Wine Spectrum, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 680228395 · The Wine Spectrum, Inc. PY 2024 · 401(k)

The Wine Spectrum, Inc. 401(k) Profit Sharing Plan · $4M · 18 · 37th

  • 5500 $4M
  • ASSETS 18
  • PCT 37th
  • EIN 401(k)
  • RANK near Wells Landscaping, Inc. 401(k) Plan
  • PHOTO ind #1591

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 Wholesale Trade retirement plans → · Plans in California →

The Wine Spectrum, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

The Wine Spectrum, Inc. 401(k) Profit Sharing PlanThe Wine Spectrum, Inc. 401(…$4MWells Landscaping, Inc. 401(k) PlanWells Landscaping, Inc. 401(…$4MFirst National Bank Dublin Employee 401(k) PlanFirst National Bank Dublin E…$4MDart Controls, LLC 401(k) Profit Sharing PlanDart Controls, LLC 401(k) Pr…$4MVida Fitness 401(k) Plan$4M
End-of-year total assets ($M) among The Wine Spectrum, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Wine Spectrum, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Wine Spectrum, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 33.82291548484385% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.72M $3.64M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 21 $3M
2023 1 21 $3M
2024 1 18 $4M

The Wine Spectrum, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$334K
Employer EIN680228395
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

The Wine Spectrum, Inc. 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 ($B) Participants The Wine Spectrum, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00364473 · Participants: 18The Wine Spectrum, Inc. 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
The Wine Spectrum, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Wine Spectrum, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Wine Spectrum, Inc. 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 Wells Landscaping, Inc. 401(k) Plan in MA ($4M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 The Wine Spectrum, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
The Wine Spectrum, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 10.1% during 2024, from $3M to $4M. Reported net income was $334K.
How have The Wine Spectrum, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Wine Spectrum, Inc.'s sponsor-wide assets grew 33.8%, from $3M to $4M.
Which 401(k) plans are similar in size to The Wine Spectrum, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wells Landscaping, Inc. 401(k) Plan in MA ($4M, 10 participants).
Which 401(k) plans cover a similar participant headcount to The Wine Spectrum, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants, 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 680228395.

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.