401(k) · DOL Form 5500 · 2022

Wente Vineyards 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
373
Participants Below avg headcount
82nd
Percentile by assets National rank
$77,977
Avg per participant Below avg balance/head
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Official DOL plan name: Wente Family Estates 401(k) Profit Sharing Plan & Trust · Sponsored by Wente Vineyards · California · Manufacturing

$29M in assets, 373 participants

Wente Vineyards's Wente Family Estates 401(k) Profit Sharing Plan & Trust reported $29M in total assets and 373 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #15,468 in Manufacturing (20,602 peers)

Where Wente Family Estates 401(k) Profit Sharing Plan & Trust sits by assets

Wente Family Estates 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $29M for 373 participants (~$77,977/participant), down 22.4% in 2022.

#15,468
in Manufacturing (20,602 peers)
-22.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wente Family Estates 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Wente Family Estates 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$29,085,470 Top 18% higher than 82% 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

Wente Family Estates 401(k) Profit Sharing Plan & Trust 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. Wente Family Estates 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (373 participants).

Form 5500 schedule snapshot

Filing strip 941051349 · Wente Vineyards PY 2022 · 401(k)

Wente Family Estates 401(k) Profit Sharing Plan & Trust · $29M · 373 · 82nd

  • IND $29M
  • EOY 373
  • 5500 82nd
  • ASSETS 401(k)
  • PCT near Decopac, Inc. Employee Retirement and Profit Sharing Plan and Trust
  • EIN ind #15468

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 →

Wente Family Estates 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Wente Family Estates 401(k) Profit Sharing Plan & TrustWente Family Estates 401(k) …$29MInspire Medical Systems, Inc. 401(k) PlanInspire Medical Systems, Inc…$29MStein & Associates, LLC 401(k) Profit Sharing PlanStein & Associates, LLC 401(…$29MGuidepoint Security, LLC 401(k) PlanGuidepoint Security, LLC 401…$29MDecopac, Inc. Employee Retirement and Profit Sharing Plan and TrustDecopac, Inc. Employee Retir…$29M
End-of-year total assets ($M) among Wente Family Estates 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$29M
Net Income-$8M
Employer EIN941051349
Plan Effective Date1976-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wente Vineyards)

Sponsor-wide plan assets over time

All Wente Vineyards plans reported in each filing year

Latest sponsor-wide plan assets
$34M 16.70942914107972% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.1M $34M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 373 $29M
2023 1 230 $31M
2024 1 190 $34M

Nearby 401(k) Plans in California

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

Wente Family Estates 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wente Family Estates 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.02908547 · Participants: 373Wente Family Estates 401(k) Profit Sharing Plan & TrustWells 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
Wente Family Estates 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Wente Family Estates 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Decopac, Inc. Employee Retirement and Profit Sharing Plan and Trust in MN ($29M); by covered participants it is Bsc Acquisition Sub, LLC 401(k) Savings Plan in VA (373 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (373 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 Wente Family Estates 401(k) Profit Sharing Plan & Trust assets move in 2022?
Wente Family Estates 401(k) Profit Sharing Plan & Trust declined sharply - down 22.4% during 2022, from $37M to $29M. Reported net income was -$8M.
How have Wente Vineyards plan assets changed over time?
Across 3 plan years on file (2022-2024), Wente Vineyards's sponsor-wide assets grew 16.7%, from $29M to $34M.
Where does Wente Family Estates 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers?
Wente Family Estates 401(k) Profit Sharing Plan & Trust ranks in the 82nd 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 Wente Family Estates 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Decopac, Inc. Employee Retirement and Profit Sharing Plan and Trust in MN ($29M, 339 participants).
Which 401(k) plans cover a similar participant headcount to Wente Family Estates 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Bsc Acquisition Sub, LLC 401(k) Savings Plan in VA (373 participants, $22M in assets).