401(k) · DOL Form 5500 · 2024

Vintage Wine Company 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
113
Participants Small participant base
51st
Percentile by assets National rank
$71,577
Avg per participant Below avg balance/head
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Official DOL plan name: Vintage Wine Company 401(k) & Profit Sharing Plan & Trust · Sponsored by Vintage Wine Company · Michigan · Retail Trade

$8M in assets, 113 participants

Vintage Wine Company's Vintage Wine Company 401(k) & Profit Sharing Plan & Trust reported $8M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #4,955 in Retail Trade (8,048 peers)

Coverage in Michigan

Vintage Wine Company 401(k) & Profit Sharing Plan & Trust covers 113 participants in Michigan, about 18% of the average Michigan filer (state average ~638 per filing). Assets: $8M.

#4,955
in Retail Trade (8,048 peers)
+22.3%
assets growth YoY

Vintage Wine Company 401(k) & Profit Sharing Plan & Trust's mid-pack asset rank among Retail Trade and all filers

Vintage Wine Company 401(k) & Profit Sharing Plan & Trust vs every filed plan by assets

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

$8,088,251 Top 49% higher than 51% 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

Vintage Wine Company 401(k) & Profit Sharing Plan & 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. Vintage Wine Company 401(k) & Profit Sharing Plan & Trust sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vintage Wine Company 401(k) & Profit Sharing Plan & Trust end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Vintage Wine Company 401(k) & Profit Sharing Plan & Trust reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Vintage Wine Company 401(k) & Profit Sharing Plan & Trust reported participants rose from 109 in the plan year 2023 filing to 113 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 382213668 · Vintage Wine Company PY 2024 · 401(k)

Vintage Wine Company 401(k) & Profit Sharing Plan & Trust · $8M · 113 · 51st

  • SCH $8M
  • SCH 113
  • SCH 51st
  • SCH 401(k)
  • SCH near Southwest Texas Telephone Company Profit Sharing & Savings Plan
  • SCH ind #4955

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 Michigan →

Vintage Wine Company 401(k) & Profit Sharing Plan & Trust in the asset neighbourhood

Vintage Wine Company 401(k) & Profit Sharing Plan & TrustVintage Wine Company 401(k) …$8MSouthwest Texas Telephone Company Profit Sharing & Savings PlanSouthwest Texas Telephone Co…$8MLong Haul Trucking, Inc. 401(k) Retirement PlanLong Haul Trucking, Inc. 401…$8M403(b) Thrift Plan of Riverside Industries, Inc.403(b) Thrift Plan of Rivers…$8MPacific Bearing Company Associates' Retirement PlanPacific Bearing Company Asso…$8M
End-of-year total assets ($M) among Vintage Wine Company 401(k) & Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN382213668
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vintage Wine Company)

Sponsor-wide plan assets over time

All Vintage Wine Company plans reported in each filing year

Latest sponsor-wide plan assets
$8M 22.2773571978431% vs 2023
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 20232024 $6.61M $8.09M ▲ +22.4%
Year Plans Participants Total Assets
2023 1 109 $7M
2024 1 113 $8M

Nearby 401(k) Plans in Michigan

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

Vintage Wine Company 401(k) & Profit Sharing Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Vintage Wine Company 401(k) & Profit Sharing Plan & Trust, Total assets ($B): 0.008088251 · Participants: 113Vintage Wine Company 401(k) & Profit Sharing Plan & TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Vintage Wine Company 401(k) & Profit Sharing Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Vintage Wine Company 401(k) & Profit Sharing Plan & Trust side-by-side with 3 peers →

Vintage Wine Company 401(k) & Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Southwest Texas Telephone Company Profit Sharing & Savings Plan in TX ($8M); by covered participants it is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Vintage Wine Company 401(k) & Profit Sharing Plan & Trust assets move in 2024? ▼
Vintage Wine Company 401(k) & Profit Sharing Plan & Trust grew sharply - up 22.3% during 2024, from $7M to $8M. Reported net income was $1M.
How have Vintage Wine Company plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Vintage Wine Company's sponsor-wide assets grew 22.3%, from $7M to $8M.
Which 401(k) plans are similar in size to Vintage Wine Company 401(k) & Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Southwest Texas Telephone Company Profit Sharing & Savings Plan in TX ($8M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Vintage Wine Company 401(k) & Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants, $918K 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 382213668.

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.