401(k) · DOL Form 5500 · 2024

Valensin Vineyard & Winery 401(k) Plan

Data updated 2026-08-25

$248K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$124,154
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valensin Vineyard & Winery 401(k) Plan · Sponsored by Valensin Vineyard & Winery · California · Manufacturing

$248K in assets, 2 participants

Valensin Vineyard & Winery's Valensin Vineyard & Winery 401(k) Plan reported $248K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • #793 in Manufacturing (17,777 peers)

Valensin Vineyard & Winery multi-year trail

Valensin Vineyard & Winery's plans moved -60.9% in assets from 2022 to 2024; this filing shows Valensin Vineyard & Winery 401(k) Plan at $248K / 2 participants.

#793
in Manufacturing (17,777 peers)
-1.2%
assets change YoY

The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valensin Vineyard & Winery 401(k) Plan among the smaller filed plans by assets

Valensin Vineyard & Winery 401(k) Plan vs every filed plan by assets

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

$248,307 12th percentile higher than 12% 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

Valensin Vineyard & Winery 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valensin Vineyard & Winery 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valensin Vineyard & Winery 401(k) Plan reported net income rose from -$384K in the plan year 2023 filing to -$3K in the plan year 2024 filing.
  • Valensin Vineyard & Winery 401(k) Plan end-of-year assets fell from $251K in the plan year 2023 filing to $248K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 834134786 · Valensin Vineyard & Winery PY 2024 · 401(k)

Valensin Vineyard & Winery 401(k) Plan · $248K · 2 · 12th

  • EOY $248K
  • EOY 2
  • EOY 12th
  • EOY 401(k)
  • EOY near Jace Rose Inc. 401(k) Profit Sharing Plan
  • EOY ind #793

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 Manufacturing retirement plans → · Plans in California →

Valensin Vineyard & Winery 401(k) Plan in the asset neighbourhood

Valensin Vineyard & Winery 401(k) PlanValensin Vineyard & Winery 4…$248KJace Rose Inc. 401(k) Profit Sharing PlanJace Rose Inc. 401(k) Profit…$248KJb Homeservices Tampa Bay Inc. Retirement PlanJb Homeservices Tampa Bay In…$248KElevate Fresh, Inc. 401(k) Profit Sharing PlanElevate Fresh, Inc. 401(k) P…$248KPhoenix Business Investments, LLC 401(k)Phoenix Business Investments…$248K
End-of-year total assets ($M) among Valensin Vineyard & Winery 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Valensin Vineyard & Winery multi-year asset trail

Sponsor-wide plan assets over time

All Valensin Vineyard & Winery plans reported in each filing year

Latest sponsor-wide plan assets
$248K 60.90022989953705% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M 202220232024 $0.64M $0.25M ▼ -60.9%
Year Plans Participants Total Assets
2022 1 3 $635K
2023 1 2 $251K
2024 1 2 $248K

Valensin Vineyard & Winery filing trail (2024)

Total Assets (Beginning of Year)$251K
Net Assets (End of Year)$248K
Net Income-$3K
Employer EIN834134786
Plan Effective Date2019-03-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Valensin Vineyard & Winery 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Valensin Vineyard & Winery 401(k) Plan, Total assets ($B): 0.000248307 · Participants: 2Valensin Vineyard & Winery 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
Valensin Vineyard & Winery 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Valensin Vineyard & Winery 401(k) Plan side-by-side with 3 peers →

Valensin Vineyard & Winery 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Jace Rose Inc. 401(k) Profit Sharing Plan in OH ($248K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Valensin Vineyard & Winery 401(k) Plan assets move in 2024? ▼
Valensin Vineyard & Winery 401(k) Plan edged down modestly - down 1.2% during 2024, from $251K to $248K. Reported net income was -$3K.
How have Valensin Vineyard & Winery plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valensin Vineyard & Winery's sponsor-wide assets declined 60.9%, from $635K to $248K.
Where does Valensin Vineyard & Winery 401(k) Plan rank by assets among Form 5500 filers? ▼
Valensin Vineyard & Winery 401(k) Plan ranks in the 12th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Valensin Vineyard & Winery 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jace Rose Inc. 401(k) Profit Sharing Plan in OH ($248K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Valensin Vineyard & Winery 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 834134786.

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.