401(k) · DOL Form 5500 · 2022

C. Mondavi & Family 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
109
Participants Small participant base
72nd
Percentile by assets National rank
$136,324
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: C. Mondavi & Family 401(k) Retirement Plan · Sponsored by C. Mondavi & Family · California · Manufacturing

$15M in assets, 109 participants

C. Mondavi & Family's C. Mondavi & Family 401(k) Retirement Plan reported $15M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #12,715 in Manufacturing (20,602 peers)

Coverage in California

C. Mondavi & Family 401(k) Retirement Plan covers 109 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $15M.

#12,715
in Manufacturing (20,602 peers)
-10.2%
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.

C. Mondavi & Family 401(k) Retirement Plan's outsized position by total assets

C. Mondavi & Family 401(k) Retirement Plan vs every filed plan by assets

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

$14,859,277 Top 28% higher than 72% 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

C. Mondavi & Family 401(k) Retirement 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. C. Mondavi & Family 401(k) Retirement Plan sits mid-pack in the medium band (109 participants).

Published 5500 schedule card

Filing strip 941087246 · C. Mondavi & Family PY 2022 · 401(k)

C. Mondavi & Family 401(k) Retirement Plan · $15M · 109 · 72nd

  • PART $15M
  • TYPE 109
  • NET 72nd
  • BOOK 401(k)
  • VS-ST near The Children's Medical Group, PLLC Profit-Sharing Trust
  • BOY ind #12715

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 →

C. Mondavi & Family 401(k) Retirement Plan in the asset neighbourhood

C. Mondavi & Family 401(k) Retirement PlanC. Mondavi & Family 401(k) R…$15MThe Children's Medical Group, PLLC Profit-Sharing TrustThe Children's Medical Group…$15MDcj Employee Savings Plan$15MMcconnell & Associates, Inc. 401(k) Profit Sharing PlanMcconnell & Associates, Inc.…$15MGrace Schools 401(k) Retirement Plan and TrustGrace Schools 401(k) Retirem…$15M
End-of-year total assets ($M) among C. Mondavi & Family 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN941087246
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (C. Mondavi & Family)

Sponsor-wide plan assets over time

All C. Mondavi & Family plans reported in each filing year

Latest sponsor-wide plan assets
$16M 9.371007754953354% vs 2022
2024 filing year
$14.5M$15M$15.5M$16M$16.5M 202220232024 $14.9M $16.3M ▲ +9.4%
Year Plans Participants Total Assets
2022 1 109 $15M
2023 1 93 $15M
2024 1 89 $16M

Nearby 401(k) Plans in California

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

C. Mondavi & Family 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants C. Mondavi & Family 401(k) Retirement Plan, Total assets ($B): 0.014859277 · Participants: 109C. Mondavi & Family 401(k) Retirement 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
C. Mondavi & Family 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare C. Mondavi & Family 401(k) Retirement Plan side-by-side with 3 peers →

C. Mondavi & Family 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Children's Medical Group, PLLC Profit-Sharing Trust in NY ($15M); by covered participants it is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 C. Mondavi & Family 401(k) Retirement Plan assets move in 2022? ▼
C. Mondavi & Family 401(k) Retirement Plan pulled back noticeably - down 10.2% during 2022, from $17M to $15M. Reported net income was -$2M.
How have C. Mondavi & Family plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C. Mondavi & Family's sponsor-wide assets grew 9.4%, from $15M to $16M.
Which 401(k) plans are similar in size to C. Mondavi & Family 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Children's Medical Group, PLLC Profit-Sharing Trust in NY ($15M, 96 participants).
Which 401(k) plans cover a similar participant headcount to C. Mondavi & Family 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 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 941087246.

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.