401(k) · DOL Form 5500 · 2023

Jaffurs Wine Cellars 401(k) Plan

Data updated 2026-08-25

$928K
Total assets Small plan by assets
5
Participants Small participant base
23rd
Percentile by assets National rank
$185,524
Avg per participant Above avg balance/head
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Official DOL plan name: Jaffurs Wine Cellars 401(k) Profit Sharing Plan · Sponsored by Jaffurs Wine Cellars · California · Manufacturing

$928K in assets, 5 participants

Jaffurs Wine Cellars's Jaffurs Wine Cellars 401(k) Profit Sharing Plan reported $928K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,859 in Manufacturing (18,722 peers)

What the 2023 filing shows

Jaffurs Wine Cellars 401(k) Profit Sharing Plan holds $928K for 5 participants - about $185,524 per participant, among the smaller plans by assets on file.

#1,859
in Manufacturing (18,722 peers)
+2.1%
assets growth YoY

Jaffurs Wine Cellars 401(k) Profit Sharing Plan among the smaller filed plans by assets

Jaffurs Wine Cellars 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$927,619 23rd percentile higher than 23% of 127,068 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 2023

Jaffurs Wine Cellars 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jaffurs Wine Cellars 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jaffurs Wine Cellars 401(k) Profit Sharing Plan reported net income fell from $53K in the plan year 2022 filing to $18K in the plan year 2023 filing.
  • Jaffurs Wine Cellars 401(k) Profit Sharing Plan end-of-year assets rose from $908K in the plan year 2022 filing to $928K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 813046838 · Jaffurs Wine Cellars PY 2023 · 401(k)

Jaffurs Wine Cellars 401(k) Profit Sharing Plan · $928K · 5 · 23rd

  • IND $928K
  • IND 5
  • IND 23rd
  • IND 401(k)
  • IND near Anytable, Inc. 401(k) Profit Sharing Plan
  • IND ind #1859

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 Manufacturing retirement plans → · Plans in California →

Jaffurs Wine Cellars 401(k) Profit Sharing Plan in the asset neighbourhood

Jaffurs Wine Cellars 401(k) Profit Sharing PlanJaffurs Wine Cellars 401(k) …$928KAnytable, Inc. 401(k) Profit Sharing PlanAnytable, Inc. 401(k) Profit…$928KRebar Management Solutions, Inc. 401(k) PlanRebar Management Solutions, …$927KAdvanced Internal Medicine, PC 401(k) PlanAdvanced Internal Medicine, …$928KHumston Machinery Inc 401(k) Profit Sharing PlanHumston Machinery Inc 401(k)…$927K
End-of-year total assets ($M) among Jaffurs Wine Cellars 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$908K
Net Assets (End of Year)$926K
Net Income$18K
Employer EIN813046838
Plan Effective Date2000-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Jaffurs Wine Cellars)

Sponsor-wide plan assets over time

All Jaffurs Wine Cellars plans reported in each filing year

Latest sponsor-wide plan assets
$949K 4.444353927822045% vs 2022
2024 filing year
$0.9M$0.92M$0.94M$0.96M 202220232024 $0.91M $0.95M ▲ +4.4%
Year Plans Participants Total Assets
2022 1 5 $908K
2023 1 5 $928K
2024 1 3 $949K

Nearby 401(k) Plans in California

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

Jaffurs Wine Cellars 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jaffurs Wine Cellars 401(k) Profit Sharing Plan, Total assets ($B): 0.000927619 · Participants: 5Jaffurs Wine Cellars 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Jaffurs Wine Cellars 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jaffurs Wine Cellars 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jaffurs Wine Cellars 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Anytable, Inc. 401(k) Profit Sharing Plan in NC ($928K); by covered participants it is Larrann, Inc. 401(k) Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jaffurs Wine Cellars 401(k) Profit Sharing Plan assets move in 2023? ▼
Jaffurs Wine Cellars 401(k) Profit Sharing Plan edged up modestly - up 2.1% during 2023, from $908K to $928K. Reported net income was $18K.
How have Jaffurs Wine Cellars plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jaffurs Wine Cellars's sponsor-wide assets grew 4.4%, from $908K to $949K.
Where does Jaffurs Wine Cellars 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jaffurs Wine Cellars 401(k) Profit Sharing Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jaffurs Wine Cellars 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anytable, Inc. 401(k) Profit Sharing Plan in NC ($928K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Jaffurs Wine Cellars 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Larrann, Inc. 401(k) Plan in FL (5 participants, $588K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 813046838.

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.