401(k) · DOL Form 5500 · 2022
California Association of Winegrape Growers 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 1,018
- Participants Near avg headcount
- 76th
- Percentile by assets National rank
- $18,045
- Avg per participant Low balance/head
Official DOL plan name: California Association of Winegrape Growers Retirement Plan and Trust · Sponsored by California Association of Winegrape Growers · California · Agriculture, Forestry & Fishing
$18M in assets, 1,018 participants
California Association of Winegrape Growers's California Association of Winegrape Growers Retirement Plan and Trust reported $18M in total assets and 1,018 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #1,270 in Agriculture, Forestry & Fishing (1,523 peers)
Where California Association of Winegrape Growers Retirement Plan and Trust sits by assets
California Association of Winegrape Growers Retirement Plan and Trust sits in the top quartile of all filed plans by assets, $18M for 1,018 participants (~$18,045/participant), down 12.2% in 2022.
- #1,270
- in Agriculture, Forestry & Fishing (1,523 peers)
- -12.2%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
California Association of Winegrape Growers Retirement Plan and Trust's outsized position by total assets
California Association of Winegrape Growers Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,369,401 Top 24% higher than 76% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
California Association of Winegrape Growers Retirement Plan and Trust's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Association of Winegrape Growers Retirement Plan and Trust lands in the large band (1,018 participants).
EBSA filing schedule strip
Filing strip 942292593 · California Association of Winegrape Growers PY 2022 · 401(k)
California Association of Winegrape Growers Retirement Plan and Trust · $18M · 1,018 · 76th
- EOY $18M
- 5500 1,018
- ASSETS 76th
- PCT 401(k)
- EIN near K2 Insurance Services, LLC 401(k) Retirement Plan
- RANK ind #1270
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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →
California Association of Winegrape Growers Retirement Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$3M |
| Employer EIN | 942292593 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (California Association of Winegrape Growers)
Sponsor-wide plan assets over time
All California Association of Winegrape Growers plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 8.788076432105761% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,018 | $18M |
| 2023 | 1 | 1,068 | $23M |
| 2024 | 1 | 1,066 | $20M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
California Association of Winegrape Growers Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is K2 Insurance Services, LLC 401(k) Retirement Plan in PA ($18M); by covered participants it is Stream Realty Partners 401(k) Savings Plan in TX (1,018 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,018 participants); asset peers above are excluded.
- Stream Realty Partners 401(k) Savings Plan (TX) 1,018 · 0 off
- Health Fitness Corporation 401(k) Savings Plan (IL) 1,018 · 0 off
- The Pew Charitable Trusts Savings Plan (PA) 1,018 · 0 off
- Miccosukee Tribe of Indians of Florida 401(k) Plan (FL) 1,018 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.