401(k) · DOL Form 5500 · 2024
Michael Skurnik Wines, Inc. 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 212
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $146,939
- Avg per participant Above avg balance/head
Official DOL plan name: Michael Skurnik Wines, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Michael Skurnik Wines, Inc. · New York · Wholesale Trade
$31M in assets, 212 participants
Michael Skurnik Wines, Inc.'s Michael Skurnik Wines, Inc. 401(k) Profit Sharing Plan & Trust reported $31M in total assets and 212 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #4,649 in Wholesale Trade (6,080 peers)
Coverage in New York
Michael Skurnik Wines, Inc. 401(k) Profit Sharing Plan & Trust covers 212 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $31M.
- #4,649
- in Wholesale Trade (6,080 peers)
- +18.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Michael Skurnik Wines, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Michael Skurnik Wines, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,151,089 Top 22% higher than 78% 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
Michael Skurnik Wines, 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. Michael Skurnik Wines, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (212 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Michael Skurnik Wines, Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 172 in the plan year 2023 filing to 212 in the plan year 2024 filing.
- Michael Skurnik Wines, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $26M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Michael Skurnik Wines, Inc. 401(k) Profit Sharing Plan & Trust reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
DOL schedule card
Filing strip 112945508 · Michael Skurnik Wines, Inc. PY 2024 · 401(k)
Michael Skurnik Wines, Inc. 401(k) Profit Sharing Plan & Trust · $31M · 212 · 78th
- TYPE $31M
- TYPE 212
- TYPE 78th
- TYPE 401(k)
- TYPE near Dermcare Management, LLC 401(k) Plan
- TYPE ind #4649
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 New York →
Michael Skurnik Wines, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $5M |
| Employer EIN | 112945508 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Michael Skurnik Wines, Inc.)
Sponsor-wide plan assets over time
All Michael Skurnik Wines, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 50.98960898208933% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 154 | $21M |
| 2023 | 1 | 172 | $26M |
| 2024 | 1 | 212 | $31M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Michael Skurnik Wines, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Dermcare Management, LLC 401(k) Plan in FL ($31M); by covered participants it is Touchstone Behavioral Health 401(k) Plan in AZ (212 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Dermcare Management, LLC 401(k) Plan (FL) $31M · 857
- Concept 2001, Inc. 401(k) Plan (SC) $31M · 2,010
- Denovo Retirement Plan (CO) $31M · 130
- Holston Gases, Inc. 401(k) Profit Sharing Plan (TN) $31M · 434
Similar participant headcount
Nearest other-state filings by covered participants (212 participants); asset peers above are excluded.
- Touchstone Behavioral Health 401(k) Plan (AZ) 212 · 0 off
- Piston Interiors LLC 401(k) Plan (MI) 212 · 0 off
- Colonial Savings 401(k) Profit Sharing Plan (TX) 212 · 0 off
- Southeastern Surveying & Mapping Corp. Employees' Savings Plan (FL) 212 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.