401(k) · DOL Form 5500 · 2024

Vineyard Brands Wines, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
63
Participants Small participant base
70th
Percentile by assets National rank
$316,765
Avg per participant High balance/head
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Official DOL plan name: Vineyard Brands Wines, Inc. 401(k) Plan Trust · Sponsored by Vineyard Brands Wines, Inc. · Alabama · Wholesale Trade

$20M in assets, 63 participants

Vineyard Brands Wines, Inc.'s Vineyard Brands Wines, Inc. 401(k) Plan Trust reported $20M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,028 in Wholesale Trade (6,080 peers)

Vineyard Brands Wines, Inc. multi-year trail

Vineyard Brands Wines, Inc.'s plans moved -11.7% in assets from 2022 to 2024; this filing shows Vineyard Brands Wines, Inc. 401(k) Plan Trust at $20M / 63 participants.

#4,028
in Wholesale Trade (6,080 peers)
+18.1%
assets growth YoY

Vineyard Brands Wines, Inc. 401(k) Plan Trust's outsized position by total assets

Vineyard Brands Wines, Inc. 401(k) Plan Trust vs every filed plan by assets

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

$19,956,166 Top 30% higher than 70% 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

Vineyard Brands Wines, Inc. 401(k) Plan Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vineyard Brands Wines, Inc. 401(k) Plan Trust is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vineyard Brands Wines, Inc. 401(k) Plan Trust end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Vineyard Brands Wines, Inc. 401(k) Plan Trust reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Vineyard Brands Wines, Inc. 401(k) Plan Trust reported participants fell from 65 in the plan year 2023 filing to 63 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 455059401 · Vineyard Brands Wines, Inc. PY 2024 · 401(k)

Vineyard Brands Wines, Inc. 401(k) Plan Trust · $20M · 63 · 70th

  • PCT $20M
  • EIN 63
  • RANK 70th
  • PHOTO 401(k)
  • IND near Beachner Employees Savings and Retirement Plan
  • EOY ind #4028

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 Alabama →

Vineyard Brands Wines, Inc. 401(k) Plan Trust in the asset neighbourhood

Vineyard Brands Wines, Inc. 401(k) Plan TrustVineyard Brands Wines, Inc. …$20MBeachner Employees Savings and Retirement PlanBeachner Employees Savings a…$20MSun Belle, LLC. 401(k) Profit Sharing PlanSun Belle, LLC. 401(k) Profi…$20MInfoverity Retirement Trust$20MNbs Retirement Readiness Plan$20M
End-of-year total assets ($M) among Vineyard Brands Wines, Inc. 401(k) Plan Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Vineyard Brands Wines, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Vineyard Brands Wines, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 11.662808452662661% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $39.6M $34.9M ▼ -11.7%
Year Plans Participants Total Assets
2022 2 132 $40M
2023 2 129 $35M
2024 2 126 $35M

Vineyard Brands Wines, Inc. filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN455059401
Plan Effective Date1990-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Vineyard Brands Wines, Inc. 401(k) Plan Trust vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Vineyard Brands Wines, Inc. 401(k) Plan Trust, Total assets ($B): 0.019956166 · Participants: 63Vineyard Brands Wines, Inc. 401(k) Plan TrustRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Vineyard Brands Wines, Inc. 401(k) Plan Trust vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Vineyard Brands Wines, Inc. 401(k) Plan Trust side-by-side with 3 peers →

Vineyard Brands Wines, Inc. 401(k) Plan Trust's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Beachner Employees Savings and Retirement Plan in KS ($20M); by covered participants it is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust in WI (63 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Vineyard Brands Wines, Inc. 401(k) Plan Trust assets move in 2024? ▼
Vineyard Brands Wines, Inc. 401(k) Plan Trust grew sharply - up 18.1% during 2024, from $17M to $20M. Reported net income was $3M.
How have Vineyard Brands Wines, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vineyard Brands Wines, Inc.'s sponsor-wide assets declined 11.7%, from $40M to $35M.
Which 401(k) plans are similar in size to Vineyard Brands Wines, Inc. 401(k) Plan Trust? ▼
Among 401(k) plans in other states, the closest by assets is Beachner Employees Savings and Retirement Plan in KS ($20M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Vineyard Brands Wines, Inc. 401(k) Plan Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust in WI (63 participants, $678K 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 455059401.

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.