401(k) · DOL Form 5500 · 2022

The Wine Group, Inc. 401(k) Plan

Data updated 2026-08-25

$116M
Total assets Near avg plan size
734
Participants Near avg headcount
94th
Percentile by assets National rank
$158,274
Avg per participant Above avg balance/head
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Official DOL plan name: The Wine Group Retirement & Savings Plan · Sponsored by The Wine Group, Inc. · California · Manufacturing

$116M in assets, 734 participants

The Wine Group, Inc.'s The Wine Group Retirement & Savings Plan reported $116M in total assets and 734 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #18,545 in Manufacturing (20,602 peers)

Where The Wine Group Retirement & Savings Plan sits by assets

The Wine Group Retirement & Savings Plan sits in the top 10% of all filed plans by assets, $116M for 734 participants (~$158,274/participant), down 15.3% in 2022.

#18,545
in Manufacturing (20,602 peers)
-15.3%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Wine Group Retirement & Savings Plan's outsized position by total assets

The Wine Group Retirement & Savings Plan vs every filed plan by assets

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

$116,173,285 Top 6% higher than 94% 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

The Wine Group 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 Wine Group Retirement & Savings Plan sits mid-pack in the medium band (734 participants).

EBSA filing schedule strip

Filing strip 942756233 · The Wine Group, Inc. PY 2022 · 401(k)

The Wine Group Retirement & Savings Plan · $116M · 734 · 94th

  • EOY $116M
  • 5500 734
  • ASSETS 94th
  • PCT 401(k)
  • EIN near Interstate Batteries 401(k) Plan
  • RANK ind #18545

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 Wine Group Retirement & Savings Plan in the asset neighbourhood

Tanner Memorial Clinic Employee 401(k)Profit Sharing PlanTanner Memorial Clinic Emplo…$116MQuorum Health 401(k) Plan$116MInterstate Batteries 401(k) PlanInterstate Batteries 401(k) …$116MThe Wine Group Retirement & Savings PlanThe Wine Group Retirement & …$116MVector Security, Inc. Retirement Savings PlanVector Security, Inc. Retire…$116M
End-of-year total assets ($M) among The Wine Group Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$137M
Net Assets (End of Year)$116M
Net Income-$21M
Employer EIN942756233
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Wine Group, Inc.)

Sponsor-wide plan assets over time

All The Wine Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$153M 17.1871134452545% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $130M $153M ▲ +17.2%
Year Plans Participants Total Assets
2022 2 1,085 $130M
2023 2 1,161 $144M
2024 2 1,107 $153M

Nearby 401(k) Plans in California

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

The Wine Group Retirement & Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Wine Group Retirement & Savings Plan, Total assets ($B): 0.116173285 · Participants: 734The Wine Group Retirement & Savings 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
The Wine Group Retirement & Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Wine Group Retirement & Savings Plan side-by-side with 3 peers →

The Wine Group Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Interstate Batteries 401(k) Plan in TX ($116M); by covered participants it is Inalfa Roof Systems, Inc. Union 401(k) Plan in MI (734 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($116M here).

Similar participant headcount

Nearest other-state filings by covered participants (734 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 The Wine Group Retirement & Savings Plan assets move in 2022? ▼
The Wine Group Retirement & Savings Plan declined sharply - down 15.3% during 2022, from $137M to $116M. Reported net income was -$21M.
How have The Wine Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Wine Group, Inc.'s sponsor-wide assets grew 17.2%, from $130M to $153M.
Where does The Wine Group Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
The Wine Group Retirement & Savings Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Wine Group Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Interstate Batteries 401(k) Plan in TX ($116M, 1,273 participants).
Which 401(k) plans cover a similar participant headcount to The Wine Group Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Inalfa Roof Systems, Inc. Union 401(k) Plan in MI (734 participants, $11M 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 942756233.

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.