401(k) · DOL Form 5500 · 2022
The Wine Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 351
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $40,678
- Avg per participant Low balance/head
Official DOL plan name: The Wine Group - Franzia Winery Retirement and Savings Plan · Sponsored by The Wine Group, Inc. · California · Manufacturing
$14M in assets, 351 participants
The Wine Group, Inc.'s The Wine Group - Franzia Winery Retirement and Savings Plan reported $14M in total assets and 351 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #12,543 in Manufacturing (20,602 peers)
The Wine Group, Inc. multi-year trail
The Wine Group, Inc.'s plans moved +17.2% in assets from 2022 to 2024; this filing shows The Wine Group - Franzia Winery Retirement and Savings Plan at $14M / 351 participants.
- #12,543
- in Manufacturing (20,602 peers)
- -13.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Wine Group - Franzia Winery Retirement and Savings Plan's outsized position by total assets
The Wine Group - Franzia Winery Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,277,998 Top 28% higher than 72% 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 - Franzia Winery Retirement and 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 - Franzia Winery Retirement and Savings Plan sits mid-pack in the medium band (351 participants).
DOL schedule card
Filing strip 942756233 · The Wine Group, Inc. PY 2022 · 401(k)
The Wine Group - Franzia Winery Retirement and Savings Plan · $14M · 351 · 72nd
- 5500 $14M
- 5500 351
- 5500 72nd
- 5500 401(k)
- 5500 near Saint Paul & Minnesota Foundation Retirement & Savings Plan
- 5500 ind #12543
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 - Franzia Winery Retirement and Savings Plan in the asset neighbourhood
The Wine Group, Inc. multi-year asset trail
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,085 | $130M |
| 2023 | 2 | 1,161 | $144M |
| 2024 | 2 | 1,107 | $153M |
The Wine Group, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$2M |
| Employer EIN | 942756233 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
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 Wine Group - Franzia Winery Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Saint Paul & Minnesota Foundation Retirement & Savings Plan in MN ($14M); by covered participants it is Pmg Retirement Savings Plan in TX (351 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (351 participants); asset peers above are excluded.
- Pmg Retirement Savings Plan (TX) 351 · 0 off
- Ocado Solutions USA 401(k) Plan (VA) 351 · 0 off
- Conning & Company (U.S.) Retirement Savings Plan (CT) 351 · 0 off
- Rent-a-Tire, L.P. 401(k) Plan (TX) 351 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.