401(k) · DOL Form 5500 · 2024
Potrero Distilling Holdings 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 79
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $176,021
- Avg per participant Above avg balance/head
Official DOL plan name: Potrero Distilling Holdings Retirement Plan · Sponsored by Potrero Distilling Holdings · California · Management of Enterprises
$14M in assets, 79 participants
Potrero Distilling Holdings's Potrero Distilling Holdings Retirement Plan reported $14M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #513 in Management of Enterprises (1,133 peers)
Potrero Distilling Holdings multi-year trail
Potrero Distilling Holdings's plans moved +47.7% in assets from 2022 to 2024; this filing shows Potrero Distilling Holdings Retirement Plan at $14M / 79 participants.
- #513
- in Management of Enterprises (1,133 peers)
- +23.0%
- assets growth YoY
Potrero Distilling Holdings Retirement Plan's mid-pack asset rank among Management of Enterprises and all filers
Potrero Distilling Holdings Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,905,679 Top 37% higher than 63% 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
Potrero Distilling Holdings Retirement 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. Potrero Distilling Holdings Retirement Plan is a small filing (79 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Potrero Distilling Holdings Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Potrero Distilling Holdings Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Potrero Distilling Holdings Retirement Plan reported participants rose from 67 in the plan year 2023 filing to 79 in the plan year 2024 filing.
DOL schedule card
Filing strip 272332086 · Potrero Distilling Holdings PY 2024 · 401(k)
Potrero Distilling Holdings Retirement Plan · $14M · 79 · 63rd
- BOOK $14M
- BOOK 79
- BOOK 63rd
- BOOK 401(k)
- BOOK near Nadel & Gussman 401(k) Profit Sharing Plan
- BOOK ind #513
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 Management of Enterprises retirement plans → · Plans in California →
Potrero Distilling Holdings Retirement Plan in the asset neighbourhood
Potrero Distilling Holdings multi-year asset trail
Sponsor-wide plan assets over time
All Potrero Distilling Holdings plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 47.66526126926669% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 61 | $9M |
| 2023 | 1 | 67 | $11M |
| 2024 | 1 | 79 | $14M |
Potrero Distilling Holdings filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 272332086 |
| Plan Effective Date | 1983-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Potrero Distilling Holdings Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Nadel & Gussman 401(k) Profit Sharing Plan in OK ($14M); by covered participants it is Cvca 401(k)Plan in VA (79 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Nadel & Gussman 401(k) Profit Sharing Plan (OK) $14M · 61
- Merlin Industries, Inc. 401(k) Plan (NJ) $14M · 306
- Kent Companies 401(k) Plan (TX) $14M · 611
- Higher Ground Education Inc. 401(k) Plan (TX) $14M · 2,260
Similar participant headcount
Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.
- Cvca 401(k)Plan (VA) 79 · 0 off
- Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan (PR) 79 · 0 off
- Industrial Training Services, Inc., Safe Harbor 401(k) Plan (KY) 79 · 0 off
- Hamptons 2016 LLC 401(k) Plan (TX) 79 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.