401(k) · DOL Form 5500 · 2024

Partners in Wine, Inc. 401(k) Plan

Data updated 2026-08-25

$734K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$367,140
Avg per participant High balance/head
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Official DOL plan name: Partners in Wine, Inc. 401(k) Plan · Sponsored by Partners in Wine, Inc. · Rhode Island · Food Services & Accommodation

$734K in assets, 2 participants

Partners in Wine, Inc.'s Partners in Wine, Inc. 401(k) Plan reported $734K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,954 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Partners in Wine, Inc. 401(k) Plan ranks #1,954 of 3,672 2024 filers by assets (2665% of the sector average)-$734K for 2 participants.

#1,954
in Food Services & Accommodation (3,672 peers)
-3.7%
assets change YoY

The plan reported a net loss of $29K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Partners in Wine, Inc. 401(k) Plan among the smaller filed plans by assets

Partners in Wine, Inc. 401(k) Plan vs every filed plan by assets

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

$734,280 21st percentile higher than 21% 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

Partners in Wine, Inc. 401(k) 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. Partners in Wine, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Partners in Wine, Inc. 401(k) Plan reported net income rose from -$446K in the plan year 2023 filing to -$29K in the plan year 2024 filing.
  • Partners in Wine, Inc. 401(k) Plan end-of-year assets fell from $763K in the plan year 2023 filing to $734K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 208743212 · Partners in Wine, Inc. PY 2024 · 401(k)

Partners in Wine, Inc. 401(k) Plan · $734K · 2 · 21st

  • TYPE $734K
  • NET 2
  • BOOK 21st
  • VS-ST 401(k)
  • BOY near Rig Info Technologies Inc 401(k) Profit Sharing Plan & Trust
  • SCH ind #1954

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 Food Services & Accommodation retirement plans → · Plans in Rhode Island →

Partners in Wine, Inc. 401(k) Plan in the asset neighbourhood

Partners in Wine, Inc. 401(k) PlanPartners in Wine, Inc. 401(k…$734KRig Info Technologies Inc 401(k) Profit Sharing Plan & TrustRig Info Technologies Inc 40…$734KVoxmedia 401(k) Savings Plan$734KGround Services Inc. 401(k) Profit Sharing Plan & TrustGround Services Inc. 401(k) …$734KProfessional Transportation 401(k) PlanProfessional Transportation …$734K
End-of-year total assets ($M) among Partners in Wine, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$763K
Net Assets (End of Year)$734K
Net Income-$29K
Employer EIN208743212
Plan Effective Date2007-03-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Partners in Wine, Inc.)

Sponsor-wide plan assets over time

All Partners in Wine, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$734K 39.25706797966963% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $1.21M $0.73M ▼ -39.7%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $763K
2024 1 2 $734K

Nearby 401(k) Plans in Rhode Island

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

Partners in Wine, Inc. 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants Partners in Wine, Inc. 401(k) Plan, Total assets ($B): 0.00073428 · Participants: 2Partners in Wine, Inc. 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
Partners in Wine, Inc. 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Partners in Wine, Inc. 401(k) Plan side-by-side with 3 peers →

Partners in Wine, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Rig Info Technologies Inc 401(k) Profit Sharing Plan & Trust in MN ($734K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Partners in Wine, Inc. 401(k) Plan assets move in 2024? ▼
Partners in Wine, Inc. 401(k) Plan edged down modestly - down 3.7% during 2024, from $763K to $734K. Reported net income was -$29K.
How have Partners in Wine, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Partners in Wine, Inc.'s sponsor-wide assets declined 39.3%, from $1M to $734K.
Where does Partners in Wine, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Partners in Wine, Inc. 401(k) Plan ranks in the 21st 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 Partners in Wine, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rig Info Technologies Inc 401(k) Profit Sharing Plan & Trust in MN ($734K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Partners in Wine, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 208743212.

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.