401(k) · DOL Form 5500 · 2022

Wine Institute 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
37
Participants Small participant base
70th
Percentile by assets National rank
$358,477
Avg per participant High balance/head
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Official DOL plan name: Wine Institute 401(k) Plan · Sponsored by Wine Institute · California · Other Services

$13M in assets, 37 participants

Wine Institute's Wine Institute 401(k) Plan reported $13M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,973 in Other Services (8,398 peers)

Wine Institute multi-year trail

Wine Institute's plans moved +31.8% in assets from 2022 to 2024; this filing shows Wine Institute 401(k) Plan at $13M / 37 participants.

#6,973
in Other Services (8,398 peers)
-14.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wine Institute 401(k) Plan's outsized position by total assets

Wine Institute 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$13,263,653 Top 30% higher than 70% of 139,123 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 2022

Wine Institute 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wine Institute 401(k) Plan is a small filing (37 participants) on this national headcount ladder.

DOL schedule card

Filing strip 940987020 · Wine Institute PY 2022 · 401(k)

Wine Institute 401(k) Plan · $13M · 37 · 70th

  • ASSETS $13M
  • PCT 37
  • EIN 70th
  • RANK 401(k)
  • PHOTO near The Robinette Company 401(k) Plan
  • IND ind #6973

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 Other Services retirement plans → · Plans in California →

Wine Institute 401(k) Plan in the asset neighbourhood

Wine Institute 401(k) Plan$13MThe Robinette Company 401(k) PlanThe Robinette Company 401(k)…$13MNew Orleans Pelicans Nba LLC 401(k) PlanNew Orleans Pelicans Nba LLC…$13MTingue, Brown & Co. 401(k) PlanTingue, Brown & Co. 401(k) P…$13MEnglefield, Inc. Savings and Retirement 401(k) PlanEnglefield, Inc. Savings and…$13M
End-of-year total assets ($M) among Wine Institute 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wine Institute multi-year asset trail

Sponsor-wide plan assets over time

All Wine Institute plans reported in each filing year

Latest sponsor-wide plan assets
$17M 31.782322713056498% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.3M $17.5M ▲ +31.8%
Year Plans Participants Total Assets
2022 1 37 $13M
2023 1 39 $15M
2024 1 38 $17M

Wine Institute filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN940987020
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Wine Institute 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wine Institute 401(k) Plan, Total assets ($B): 0.013263653 · Participants: 37Wine Institute 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Wine Institute 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wine Institute 401(k) Plan side-by-side with 3 peers →

Wine Institute 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Robinette Company 401(k) Plan in TN ($13M); by covered participants it is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wine Institute 401(k) Plan assets move in 2022? ▼
Wine Institute 401(k) Plan pulled back noticeably - down 14.6% during 2022, from $16M to $13M. Reported net income was -$2M.
How have Wine Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wine Institute's sponsor-wide assets grew 31.8%, from $13M to $17M.
Which 401(k) plans are similar in size to Wine Institute 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Robinette Company 401(k) Plan in TN ($13M, 379 participants).
Which 401(k) plans cover a similar participant headcount to Wine Institute 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants, $438K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940987020.

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.