401(k) · DOL Form 5500 · 2024

Ruby Wines, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
155
Participants Small participant base
69th
Percentile by assets National rank
$123,034
Avg per participant Near avg balance/head
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Official DOL plan name: Ruby Wines, Inc. 401(k) Profit Sharing Trust · Sponsored by Ruby Wines, Inc. · Massachusetts · Wholesale Trade

$19M in assets, 155 participants

Ruby Wines, Inc.'s Ruby Wines, Inc. 401(k) Profit Sharing Trust reported $19M in total assets and 155 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,947 in Wholesale Trade (6,080 peers)

Coverage in Massachusetts

Ruby Wines, Inc. 401(k) Profit Sharing Trust covers 155 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $19M.

#3,947
in Wholesale Trade (6,080 peers)
+0.0%
assets growth YoY

Ruby Wines, Inc. 401(k) Profit Sharing Trust's outsized position by total assets

Ruby Wines, Inc. 401(k) Profit Sharing Trust vs every filed plan by assets

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

$19,070,271 Top 31% higher than 69% 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

Ruby Wines, Inc. 401(k) Profit Sharing Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ruby Wines, Inc. 401(k) Profit Sharing Trust sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ruby Wines, Inc. 401(k) Profit Sharing Trust reported net income fell from $2M in the plan year 2023 filing to $2K in the plan year 2024 filing.
  • Ruby Wines, Inc. 401(k) Profit Sharing Trust reported participants rose from 140 in the plan year 2023 filing to 155 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 042036447 · Ruby Wines, Inc. PY 2024 · 401(k)

Ruby Wines, Inc. 401(k) Profit Sharing Trust · $19M · 155 · 69th

  • SCH $19M
  • EBSA 155
  • PART 69th
  • TYPE 401(k)
  • NET near Kraken Operating LLC 401(k) Plan
  • BOOK ind #3947

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 Massachusetts →

Ruby Wines, Inc. 401(k) Profit Sharing Trust in the asset neighbourhood

Ruby Wines, Inc. 401(k) Profit Sharing TrustRuby Wines, Inc. 401(k) Prof…$19MKraken Operating LLC 401(k) PlanKraken Operating LLC 401(k) …$19MCenter for Digestive Health & Nutrition, P.C. Profit Sharing/401(k) PlanCenter for Digestive Health …$19MLaboratory Alliance of Central New York 401(k) PlanLaboratory Alliance of Centr…$19MPella Mid-Atlantic, Inc. 401(k) Profit Sharing PlanPella Mid-Atlantic, Inc. 401…$19M
End-of-year total assets ($M) among Ruby Wines, Inc. 401(k) Profit Sharing Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income$2K
Employer EIN042036447
Plan Effective Date1975-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ruby Wines, Inc.)

Sponsor-wide plan assets over time

All Ruby Wines, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 9.950119562569636% vs 2022
2024 filing year
$17M$18M$19M$20M 202220232024 $17.3M $19.1M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 156 $17M
2023 1 140 $19M
2024 1 155 $19M

Nearby 401(k) Plans in Massachusetts

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

Ruby Wines, Inc. 401(k) Profit Sharing Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Ruby Wines, Inc. 401(k) Profit Sharing Trust, Total assets ($B): 0.019070271 · Participants: 155Ruby Wines, Inc. 401(k) Profit Sharing TrustFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Ruby Wines, Inc. 401(k) Profit Sharing Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ruby Wines, Inc. 401(k) Profit Sharing Trust side-by-side with 3 peers →

Ruby Wines, Inc. 401(k) Profit Sharing Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Kraken Operating LLC 401(k) Plan in TX ($19M); by covered participants it is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Ruby Wines, Inc. 401(k) Profit Sharing Trust assets move in 2024? ▼
Ruby Wines, Inc. 401(k) Profit Sharing Trust held essentially flat - up 0.0% during 2024, from $19M to $19M. Reported net income was $2K.
How have Ruby Wines, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ruby Wines, Inc.'s sponsor-wide assets grew 10.0%, from $17M to $19M.
Which 401(k) plans are similar in size to Ruby Wines, Inc. 401(k) Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kraken Operating LLC 401(k) Plan in TX ($19M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Ruby Wines, Inc. 401(k) Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 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 042036447.

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.