ESOP · DOL Form 5500 · 2024

Vineyard Brands Wines, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
63
Participants Small participant base
64th
Percentile by assets National rank
$237,879
Avg per participant Above avg balance/head
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Official DOL plan name: Vineyard Brands, Inc. Employee Stock Ownership Plan · Sponsored by Vineyard Brands Wines, Inc. · Alabama · Wholesale Trade

$15M in assets, 63 participants

Vineyard Brands Wines, Inc.'s Vineyard Brands, Inc. Employee Stock Ownership Plan reported $15M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,487 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, Inc. Employee Stock Ownership Plan at $15M / 63 participants.

#3,487
in Wholesale Trade (6,080 peers)
-19.0%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vineyard Brands, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Vineyard Brands, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$14,986,376 Top 36% higher than 64% 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, Inc. Employee Stock Ownership 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. Vineyard Brands, Inc. Employee Stock Ownership Plan 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, Inc. Employee Stock Ownership Plan reported net income rose from -$7M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Vineyard Brands, Inc. Employee Stock Ownership Plan end-of-year assets fell from $18M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Vineyard Brands, Inc. Employee Stock Ownership Plan reported participants fell from 64 in the plan year 2023 filing to 63 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 455059401 · Vineyard Brands Wines, Inc. PY 2024 · ESOP

Vineyard Brands, Inc. Employee Stock Ownership Plan · $15M · 63 · 64th

  • RANK $15M
  • PHOTO 63
  • IND 64th
  • EOY ESOP
  • 5500 near Wire Experts Group, Inc. Employee Stock Ownership Plan
  • ASSETS ind #3487

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 What is an ESOP? → · Plans in Alabama →

Vineyard Brands, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Pritchett Controls, Inc. Employee Stock Ownership PlanPritchett Controls, Inc. Emp…$15MHpa, Inc. Employee Stock Ownership PlanHpa, Inc. Employee Stock Own…$15MVineyard Brands, Inc. Employee Stock Ownership PlanVineyard Brands, Inc. Employ…$15MWire Experts Group, Inc. Employee Stock Ownership PlanWire Experts Group, Inc. Emp…$15MGmi Corporation, Inc. Employee Stock Ownership PlanGmi Corporation, Inc. Employ…$15M
End-of-year total assets ($M) among Vineyard Brands, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP 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)$18M
Net Assets (End of Year)$15M
Net Income-$4M
Employer EIN455059401
Plan Effective Date1990-03-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Alabama

Peer ESOP plans, same state, same plan type, ranked by total assets.

Vineyard Brands, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600 Total assets ($M) Participants Vineyard Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 14.986376 · Participants: 63Vineyard Brands, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 515.369863 · Participants: 1644Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 242.741411 · Participants: 298Inline Electric Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 224.790459 · Participants: 125Signature Homes Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 194.917315 · Participants: 1041Radiance Technologies, Inc. Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries, Total assets ($M): 181.843353 · Participants: 958Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries
Vineyard Brands, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Vineyard Brands, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Vineyard Brands, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is Wire Experts Group, Inc. Employee Stock Ownership Plan in FL ($15M); by covered participants it is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (63 participants). Same-state nearby plans are listed separately above.

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, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Vineyard Brands, Inc. Employee Stock Ownership Plan declined sharply - down 19.0% during 2024, from $18M to $15M. Reported net income was -$4M.
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 ESOP plans are similar in size to Vineyard Brands, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wire Experts Group, Inc. Employee Stock Ownership Plan in FL ($15M, 126 participants).
Which ESOP plans cover a similar participant headcount to Vineyard Brands, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (63 participants, $27M 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.