401(k) · DOL Form 5500 · 2022
The Wine Group, Inc. 401(k) Plan
Data updated 2026-08-11
- $116M
- Total assets
- 734
- Participants
- 94th
- Percentile by assets
- $158,274
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $116M
- total plan assets (2022 EOY)
- 734
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $158,274
- avg assets per participant
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.
Where The Wine Group Retirement & Savings Plan sits 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
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 vs the 2022 asset distribution
By assets, The Wine Group Retirement & Savings Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $137M |
|---|---|
| Net Assets (End of Year) | $116M |
| Net Income | -$21M |
| Employer EIN | 942756233 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Wine Group, Inc.)
| 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.
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Wine Group Retirement & Savings Plan by total assets, not by location.
- Interstate Batteries 401(k) Plan (TX) $116M · 1,273
- Quorum Health 401(k) Plan (TN) $116M · 1,564
- Tanner Memorial Clinic Employee 401(k)Profit Sharing Plan (UT) $116M · 795
- Vector Security, Inc. Retirement Savings Plan (PA) $116M · 1,558
Frequently Asked Questions
How did The Wine Group Retirement & Savings Plan assets move in 2022? ▼
How have The Wine Group, Inc. plan assets changed over time? ▼
Where does The Wine Group Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for The Wine Group Retirement & Savings Plan
Scale reading
Ways to act on The Wine Group Retirement & Savings Plan's numbers.
- By total assets, The Wine Group Retirement & Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- The Wine Group, Inc.'s sponsor-wide assets have grown 17.2% since 2022 across 3 plan years on file. More Manufacturing plans