401(k) · DOL Form 5500 · 2022
Niebaum-Coppola Estate Winery, LP 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 182
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $194,436
- Avg per participant Above avg balance/head
Official DOL plan name: The Coppola Companies Retirement Savings Plan · Sponsored by Niebaum-Coppola Estate Winery, LP · California · Manufacturing
$35M in assets, 182 participants
Niebaum-Coppola Estate Winery, LP's The Coppola Companies Retirement Savings Plan reported $35M in total assets and 182 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #16,083 in Manufacturing (20,602 peers)
Coverage in California
The Coppola Companies Retirement Savings Plan covers 182 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $35M.
- #16,083
- in Manufacturing (20,602 peers)
- -28.3%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Coppola Companies Retirement Savings Plan's outsized position by total assets
The Coppola Companies Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$35,387,325 Top 15% higher than 85% 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
The Coppola Companies Retirement Savings 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. The Coppola Companies Retirement Savings Plan sits mid-pack in the medium band (182 participants).
EBSA filing schedule strip
Filing strip 680279391 · Niebaum-Coppola Estate Winery, LP PY 2022 · 401(k)
The Coppola Companies Retirement Savings Plan · $35M · 182 · 85th
- EBSA $35M
- PART 182
- TYPE 85th
- NET 401(k)
- BOOK near Cascade Drilling LP and Its Subsidiaries 401(k) Retirement Plan and Trust
- VS-ST ind #16083
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 →
The Coppola Companies Retirement Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | -$14M |
| Employer EIN | 680279391 |
| Plan Effective Date | 1992-04-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Niebaum-Coppola Estate Winery, LP)
Sponsor-wide plan assets over time
All Niebaum-Coppola Estate Winery, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 10.526859546461905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 182 | $35M |
| 2023 | 1 | 164 | $38M |
| 2024 | 1 | 95 | $39M |
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
The Coppola Companies Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Cascade Drilling LP and Its Subsidiaries 401(k) Retirement Plan and Trust in WA ($35M); by covered participants it is Hillman Bus 401(k) in NJ (182 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (182 participants); asset peers above are excluded.
- Hillman Bus 401(k) (NJ) 182 · 0 off
- The Sourcing Group Profit Sharing 401(k) Plan and Trust (NY) 182 · 0 off
- Ramey-Estep Homes, Inc. 401(k) Retirement Savings Plan (KY) 182 · 0 off
- Mark Jacobson Toyota 401(k) Profit Sharing Plan (NC) 182 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.