401(k) · DOL Form 5500 · 2024
Folio Wine Company, LLC 401(k) Plan
Data updated 2026-08-11
- $12M
- Total assets
- 69
- Participants
- 60th
- Percentile by assets
- $172,514
- Avg per participant
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.
- 60th percentile by assets (of 123,622 plans)
- #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.
- $12M
- total plan assets (2024 EOY)
- 69
- covered participants
- 60th
- percentile by assets (of 123,622 plans)
- $172,514
- avg assets per participant
Where Folio Wine Company, LLC 401(k) Plan sits by total assets
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Folio Wine Company, LLC across 3 plan years on file
Across the 3 plan years Folio Wine Company, LLC has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $12M, a gain of 27.6%, while reported participants moved from 60 to 69 (+15.0%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($9M).
Folio Wine Company, LLC multi-year asset trail
| 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 EIN | 201713297 |
| Plan Effective Date | 2005-02-01 |
| Filing Status | FILING 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
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Folio Wine Company, LLC 401(k) Plan by total assets, not by location.
- Village Family Dental 401(k) Plan (NC) $12M · 255
- Neil Enterprises, Inc. Profit Sharing Plan & Trust (IL) $12M · 63
- Cusmano & Co., P.C. 401(k) Plan (MI) $12M · 20
- R. Stresau Laboratory Inc. Savings Plan (WI) $12M · 83
Frequently Asked Questions
How did Folio Wine Company, LLC 401(k) Plan assets move in 2024? ▼
How have Folio Wine Company, LLC plan assets changed over time? ▼
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Next read for Folio Wine Company, LLC 401(k) Plan
Multi-year trail
Ways to act on Folio Wine Company, LLC 401(k) Plan's numbers.
- By total assets, Folio Wine Company, LLC 401(k) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Folio Wine Company, LLC's sponsor-wide assets have grown 27.6% since 2022 across 3 plan years on file. More Wholesale Trade plans