401(k) · DOL Form 5500 · 2024

The Wine Enthusiast, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
146
Participants Small participant base
68th
Percentile by assets National rank
$123,242
Avg per participant Near avg balance/head
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Official DOL plan name: The Wine Enthusiast, Inc. 401(k) Plan · Sponsored by The Wine Enthusiast, Inc. · New York · Retail Trade

$18M in assets, 146 participants

The Wine Enthusiast, Inc.'s The Wine Enthusiast, Inc. 401(k) Plan reported $18M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,349 in Retail Trade (8,048 peers)

Coverage in New York

The Wine Enthusiast, Inc. 401(k) Plan covers 146 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $18M.

#6,349
in Retail Trade (8,048 peers)
+25.1%
assets growth YoY

The Wine Enthusiast, Inc. 401(k) Plan's outsized position by total assets

The Wine Enthusiast, Inc. 401(k) Plan vs every filed plan by assets

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

$17,993,315 Top 32% higher than 68% 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

The Wine Enthusiast, Inc. 401(k) Plan 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. The Wine Enthusiast, Inc. 401(k) Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Wine Enthusiast, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • The Wine Enthusiast, Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • The Wine Enthusiast, Inc. 401(k) Plan reported participants fell from 150 in the plan year 2023 filing to 146 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133210603 · The Wine Enthusiast, Inc. PY 2024 · 401(k)

The Wine Enthusiast, Inc. 401(k) Plan · $18M · 146 · 68th

  • PART $18M
  • PART 146
  • PART 68th
  • PART 401(k)
  • PART near Cfra Research Retirement Plan
  • PART ind #6349

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 Retail Trade retirement plans → · Plans in New York →

The Wine Enthusiast, Inc. 401(k) Plan in the asset neighbourhood

Kpm, LLC 401(k) Profit Sharing PlanKpm, LLC 401(k) Profit Shari…$18MThe Wine Enthusiast, Inc. 401(k) PlanThe Wine Enthusiast, Inc. 40…$18MCfra Research Retirement Plan$18MPlan De Participacion De Ganancias Para Los Empleados De Suiza Dairy Y Sus AfiliadasPlan De Participacion De Gan…$18MThe Lead Group of Companies 401(k) PlanThe Lead Group of Companies …$18M
End-of-year total assets ($M) among The Wine Enthusiast, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN133210603
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Wine Enthusiast, Inc.)

Sponsor-wide plan assets over time

All The Wine Enthusiast, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 43.187659768266535% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.6M $18M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 144 $13M
2023 1 150 $14M
2024 1 146 $18M

Nearby 401(k) Plans in New York

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

The Wine Enthusiast, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Wine Enthusiast, Inc. 401(k) Plan, Total assets ($B): 0.017993315 · Participants: 146The Wine Enthusiast, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
The Wine Enthusiast, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Wine Enthusiast, Inc. 401(k) Plan side-by-side with 3 peers →

The Wine Enthusiast, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cfra Research Retirement Plan in VA ($18M); by covered participants it is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 The Wine Enthusiast, Inc. 401(k) Plan assets move in 2024? ▼
The Wine Enthusiast, Inc. 401(k) Plan grew sharply - up 25.1% during 2024, from $14M to $18M. Reported net income was $4M.
How have The Wine Enthusiast, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Wine Enthusiast, Inc.'s sponsor-wide assets grew 43.2%, from $13M to $18M.
Which 401(k) plans are similar in size to The Wine Enthusiast, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cfra Research Retirement Plan in VA ($18M, 130 participants).
Which 401(k) plans cover a similar participant headcount to The Wine Enthusiast, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants, $3M 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 133210603.

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.