401(k) · DOL Form 5500 · 2024

Folio Wine Company, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
69
Participants Small participant base
60th
Percentile by assets National rank
$172,514
Avg per participant Above avg balance/head
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Official DOL plan name: Folio Wine Company, LLC 401(k) Plan · Sponsored by Folio Wine Company, LLC · California · Wholesale Trade

$12M in assets, 69 participants

Folio Wine Company, LLC's Folio Wine Company, LLC 401(k) Plan reported $12M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,125 in Wholesale Trade (6,080 peers)

Folio Wine Company, LLC multi-year trail

Folio Wine Company, LLC's plans moved +27.6% in assets from 2022 to 2024; this filing shows Folio Wine Company, LLC 401(k) Plan at $12M / 69 participants.

#3,125
in Wholesale Trade (6,080 peers)
+1.6%
assets growth YoY

Folio Wine Company, LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Folio Wine Company, LLC 401(k) Plan vs every filed plan by assets

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

$11,903,470 Top 40% higher than 60% 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

Folio Wine Company, LLC 401(k) 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. Folio Wine Company, LLC 401(k) Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Folio Wine Company, LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $185K in the plan year 2024 filing.
  • Folio Wine Company, LLC 401(k) Plan reported participants rose from 65 in the plan year 2023 filing to 69 in the plan year 2024 filing.
  • Folio Wine Company, LLC 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 201713297 · Folio Wine Company, LLC PY 2024 · 401(k)

Folio Wine Company, LLC 401(k) Plan · $12M · 69 · 60th

  • SCH $12M
  • SCH 69
  • SCH 60th
  • SCH 401(k)
  • SCH near Village Family Dental 401(k) Plan
  • SCH ind #3125

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 California →

Folio Wine Company, LLC 401(k) Plan in the asset neighbourhood

Folio Wine Company, LLC 401(k) PlanFolio Wine Company, LLC 401(…$12MVillage Family Dental 401(k) PlanVillage Family Dental 401(k)…$12MNeil Enterprises, Inc. Profit Sharing Plan & TrustNeil Enterprises, Inc. Profi…$12MCusmano & Co., P.C. 401(k) PlanCusmano & Co., P.C. 401(k) P…$12MR. Stresau Laboratory Inc. Savings PlanR. Stresau Laboratory Inc. S…$12M
End-of-year total assets ($M) among Folio Wine Company, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Folio Wine Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Folio Wine Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 27.608840050033812% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.33M $11.9M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 60 $9M
2023 1 65 $12M
2024 1 69 $12M

Folio Wine Company, LLC filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$185K
Employer EIN201713297
Plan Effective Date2005-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Folio Wine Company, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Folio Wine Company, LLC 401(k) Plan, Total assets ($B): 0.01190347 · Participants: 69Folio Wine Company, LLC 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Folio Wine Company, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Folio Wine Company, LLC 401(k) Plan side-by-side with 3 peers →

Folio Wine Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Village Family Dental 401(k) Plan in NC ($12M); by covered participants it is Brinton Woods 401(k) Profit Sharing Plan in MD (69 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Folio Wine Company, LLC 401(k) Plan assets move in 2024? ▼
Folio Wine Company, LLC 401(k) Plan edged up modestly - up 1.6% during 2024, from $12M to $12M. Reported net income was $185K.
How have Folio Wine Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Folio Wine Company, LLC's sponsor-wide assets grew 27.6%, from $9M to $12M.
Which 401(k) plans are similar in size to Folio Wine Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Village Family Dental 401(k) Plan in NC ($12M, 255 participants).
Which 401(k) plans cover a similar participant headcount to Folio Wine Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brinton Woods 401(k) Profit Sharing Plan in MD (69 participants, $2M 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 201713297.

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.