401(k) · DOL Form 5500 · 2024
New Mexico Wineries Inc 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 179
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $19,640
- Avg per participant Low balance/head
Official DOL plan name: New Mexico Wineries Inc 401(k) Profit Sharing Plan & Trust · Sponsored by New Mexico Wineries Inc · New Mexico · Manufacturing
$4M in assets, 179 participants
New Mexico Wineries Inc's New Mexico Wineries Inc 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 179 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #3,484 in Manufacturing (17,777 peers)
Coverage in New Mexico
New Mexico Wineries Inc 401(k) Profit Sharing Plan & Trust covers 179 participants in New Mexico, about 49% of the average New Mexico filer (state average ~365 per filing). Assets: $4M.
- #3,484
- in Manufacturing (17,777 peers)
- +10.5%
- assets growth YoY
New Mexico Wineries Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Manufacturing and all filers
New Mexico Wineries Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,515,595 36th percentile higher than 36% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
New Mexico Wineries Inc 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. New Mexico Wineries Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (179 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New Mexico Wineries Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $533K in the plan year 2023 filing to $335K in the plan year 2024 filing.
- New Mexico Wineries Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 135 in the plan year 2023 filing to 179 in the plan year 2024 filing.
- New Mexico Wineries Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 850333470 · New Mexico Wineries Inc PY 2024 · 401(k)
New Mexico Wineries Inc 401(k) Profit Sharing Plan & Trust · $4M · 179 · 36th
- VS-ST $4M
- VS-ST 179
- VS-ST 36th
- VS-ST 401(k)
- VS-ST near The Calais School 401(k) Plan
- VS-ST ind #3484
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 New Mexico →
New Mexico Wineries Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $335K |
| Employer EIN | 850333470 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Mexico Wineries Inc)
Sponsor-wide plan assets over time
All New Mexico Wineries Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 32.777599847718726% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 99 | $3M |
| 2023 | 1 | 135 | $3M |
| 2024 | 1 | 179 | $4M |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $7.2B · 15,926
- Triad 401(k) Retirement Plan $2.5B · 11,744
- Triad 401(k) Savings Plan $900M · 2,058
- Txnm Energy, Inc. Retirement Savings Plan $827M · 1,631
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $648M · 2,218
New Mexico Wineries Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is The Calais School 401(k) Plan in NJ ($4M); by covered participants it is Davies Life & Health, Inc. in MA (179 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.
- Davies Life & Health, Inc. (MA) 179 · 0 off
- Pubco Corporation and Subsidiaries 401(k) Plan (OH) 179 · 0 off
- Capital Healthcare Mso, Inc. 401(k) Plan (VA) 179 · 0 off
- Ascom (US), Inc. Retirement Plan (NC) 179 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.