401(k) · DOL Form 5500 · 2024

Rocky Mountain Wine & Spirits, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
24th
Percentile by assets National rank
$191,915
Avg per participant Above avg balance/head
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Official DOL plan name: Rocky Mountain Wine & Spirits, Inc. 401(k) Plan · Sponsored by Rocky Mountain Wine & Spirits, Inc. · Colorado · Retail Trade

$1M in assets, 6 participants

Rocky Mountain Wine & Spirits, Inc.'s Rocky Mountain Wine & Spirits, Inc. 401(k) Plan reported $1M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,948 in Retail Trade (8,048 peers)

What the 2024 filing shows

Rocky Mountain Wine & Spirits, Inc. 401(k) Plan holds $1M for 6 participants - about $191,915 per participant, among the smaller plans by assets on file.

#2,948
in Retail Trade (8,048 peers)
-0.2%
assets change YoY

The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rocky Mountain Wine & Spirits, Inc. 401(k) Plan among the smaller filed plans by assets

Rocky Mountain Wine & Spirits, Inc. 401(k) Plan vs every filed plan by assets

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

$1,151,492 24th percentile higher than 24% 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

Rocky Mountain Wine & Spirits, 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. Rocky Mountain Wine & Spirits, Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rocky Mountain Wine & Spirits, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$3K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 852006668 · Rocky Mountain Wine & Spirits, Inc. PY 2024 · 401(k)

Rocky Mountain Wine & Spirits, Inc. 401(k) Plan · $1M · 6 · 24th

  • TYPE $1M
  • NET 6
  • BOOK 24th
  • VS-ST 401(k)
  • BOY near Engineered Mechanical Sales Retirement Plan
  • SCH ind #2948

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 Retail Trade retirement plans → · Plans in Colorado →

Rocky Mountain Wine & Spirits, Inc. 401(k) Plan in the asset neighbourhood

Rocky Mountain Wine & Spirits, Inc. 401(k) PlanRocky Mountain Wine & Spirit…$1MEngineered Mechanical Sales Retirement PlanEngineered Mechanical Sales …$1MBps Company of Michigan$1MAdministrative Services Inc Retirement PlanAdministrative Services Inc …$1MDefelicegroup, Inc. Retirement PlanDefelicegroup, Inc. Retireme…$1M
End-of-year total assets ($M) among Rocky Mountain Wine & Spirits, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$3K
Employer EIN852006668
Plan Effective Date2023-01-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Rocky Mountain Wine & Spirits, Inc.)

Sponsor-wide plan assets over time

All Rocky Mountain Wine & Spirits, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 0.23522643685231506% vs 2023
2024 filing year
$1.15M 20232024 $1.15M $1.15M ▲ +0.0%
Year Plans Participants Total Assets
2023 1 N/A $1M
2024 1 6 $1M

Nearby 401(k) Plans in Colorado

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

Rocky Mountain Wine & Spirits, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Rocky Mountain Wine & Spirits, Inc. 401(k) Plan, Total assets ($B): 0.001151492 · Participants: 6Rocky Mountain Wine & Spirits, Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Rocky Mountain Wine & Spirits, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Rocky Mountain Wine & Spirits, Inc. 401(k) Plan side-by-side with 3 peers →

Rocky Mountain Wine & Spirits, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Engineered Mechanical Sales Retirement Plan in NJ ($1M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Rocky Mountain Wine & Spirits, Inc. 401(k) Plan assets move in 2024? ▼
Rocky Mountain Wine & Spirits, Inc. 401(k) Plan held essentially flat - down 0.2% during 2024, from $1M to $1M. Reported net income was -$3K.
How have Rocky Mountain Wine & Spirits, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Rocky Mountain Wine & Spirits, Inc.'s sponsor-wide assets declined 0.2%, from $1M to $1M.
Where does Rocky Mountain Wine & Spirits, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Rocky Mountain Wine & Spirits, Inc. 401(k) Plan ranks in the 24th 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 Rocky Mountain Wine & Spirits, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Engineered Mechanical Sales Retirement Plan in NJ ($1M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Rocky Mountain Wine & Spirits, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 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 852006668.

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.