401(k) · DOL Form 5500 · 2022

Opus One Winery, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
110
Participants Small participant base
77th
Percentile by assets National rank
$180,250
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Opus One 401(k) Plan · Sponsored by Opus One Winery, LLC · California · Manufacturing

$20M in assets, 110 participants

Opus One Winery, LLC's Opus One 401(k) Plan reported $20M in total assets and 110 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,023 in Manufacturing (20,602 peers)

Coverage in California

Opus One 401(k) Plan covers 110 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $20M.

#14,023
in Manufacturing (20,602 peers)
-9.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Opus One 401(k) Plan's outsized position by total assets

Opus One 401(k) Plan vs every filed plan by assets

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

$19,827,532 Top 23% higher than 77% 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

Opus One 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Opus One 401(k) Plan sits mid-pack in the medium band (110 participants).

Plan-year Form 5500 strip

Filing strip 680235610 · Opus One Winery, LLC PY 2022 · 401(k)

Opus One 401(k) Plan · $20M · 110 · 77th

  • SCH $20M
  • EBSA 110
  • PART 77th
  • TYPE 401(k)
  • NET near Win-Sum Ski Corp. Profit Sharing 401(k) Plan
  • BOOK ind #14023

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 →

Opus One 401(k) Plan in the asset neighbourhood

Opus One 401(k) Plan$20MWin-Sum Ski Corp. Profit Sharing 401(k) PlanWin-Sum Ski Corp. Profit Sha…$20MBailiwick Services, LLC Retirement Savings PlanBailiwick Services, LLC Reti…$20MMiller Milling Company Employee Savings & Retirement PlanMiller Milling Company Emplo…$20MApple River State Bank ESOP with 401(k) ProvisionsApple River State Bank ESOP …$20M
End-of-year total assets ($M) among Opus One 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$20M
Net Income-$2M
Employer EIN680235610
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Opus One Winery, LLC)

Sponsor-wide plan assets over time

All Opus One Winery, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 27.464870564828743% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.8M $25.3M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 110 $20M
2023 1 112 $22M
2024 1 112 $25M

Nearby 401(k) Plans in California

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

Opus One 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Opus One 401(k) Plan, Total assets ($B): 0.019827532 · Participants: 110Opus One 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
Opus One 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Opus One 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Win-Sum Ski Corp. Profit Sharing 401(k) Plan in NY ($20M); by covered participants it is Mahajan Therapeutics, Llc401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Opus One 401(k) Plan assets move in 2022? ▼
Opus One 401(k) Plan pulled back noticeably - down 9.6% during 2022, from $22M to $20M. Reported net income was -$2M.
How have Opus One Winery, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Opus One Winery, LLC's sponsor-wide assets grew 27.5%, from $20M to $25M.
Where does Opus One 401(k) Plan rank by assets among Form 5500 filers? ▼
Opus One 401(k) Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Opus One 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Win-Sum Ski Corp. Profit Sharing 401(k) Plan in NY ($20M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Opus One 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mahajan Therapeutics, Llc401(k) Plan in OH (110 participants, N/A 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 680235610.

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.