Defined Benefit (Pension) · DOL Form 5500 · 2022

San Antonio Winery, Inc. Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
270
Participants Below avg headcount
66th
Percentile by assets National rank
$40,041
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: San Antonio Winery, Inc. Defined Benefit Pension Plan · Sponsored by San Antonio Winery, Inc. · California · Manufacturing

$11M in assets, 270 participants

San Antonio Winery, Inc.'s San Antonio Winery, Inc. Defined Benefit Pension Plan reported $11M in total assets and 270 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #11,147 in Manufacturing (20,602 peers)

Coverage in California

San Antonio Winery, Inc. Defined Benefit Pension Plan covers 270 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $11M.

#11,147
in Manufacturing (20,602 peers)
-2.5%
assets change YoY

The plan reported a net loss of $279K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

San Antonio Winery, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Manufacturing and all filers

San Antonio Winery, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$10,811,175 Top 34% higher than 66% 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

San Antonio Winery, Inc. Defined Benefit Pension 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. San Antonio Winery, Inc. Defined Benefit Pension Plan sits mid-pack in the medium band (270 participants).

EBSA filing schedule strip

Filing strip 951824179 · San Antonio Winery, Inc. PY 2022 · Defined Benefit (Pension)

San Antonio Winery, Inc. Defined Benefit Pension Plan · $11M · 270 · 66th

  • 5500 $11M
  • 5500 270
  • 5500 66th
  • 5500 Defined Benefit (Pension)
  • 5500 near Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees
  • 5500 ind #11147

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 →

San Antonio Winery, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Tampa Banana Handlers Pension PlanTampa Banana Handlers Pensio…$11MSan Antonio Winery, Inc. Defined Benefit Pension PlanSan Antonio Winery, Inc. Def…$11MUnit Drop Forge Co., Inc. Pension Plan for Hourly Rate EmployeesUnit Drop Forge Co., Inc. Pe…$11MFirst Federal Defined Benefit PlanFirst Federal Defined Benefi…$11MBokers, Inc. Salaried Pension PlanBokers, Inc. Salaried Pensio…$11M
End-of-year total assets ($M) among San Antonio Winery, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income-$279K
Employer EIN951824179
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Antonio Winery, Inc.)

Sponsor-wide plan assets over time

All San Antonio Winery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 1.6473528555108947% vs 2022
2024 filing year
$32M$34M$36M$38M$40M 202220232024 $33.8M $34.3M ▲ +1.6%
Year Plans Participants Total Assets
2022 2 582 $34M
2023 2 630 $38M
2024 2 689 $34M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

San Antonio Winery, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants San Antonio Winery, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.010811175 · Participants: 270San Antonio Winery, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
San Antonio Winery, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare San Antonio Winery, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

San Antonio Winery, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees in WI ($11M); by covered participants it is Behr America Cash Balance Pension Plan in MI (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 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 San Antonio Winery, Inc. Defined Benefit Pension Plan assets move in 2022? ▼
San Antonio Winery, Inc. Defined Benefit Pension Plan edged down modestly - down 2.5% during 2022, from $11M to $11M. Reported net income was -$279K.
How have San Antonio Winery, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Antonio Winery, Inc.'s sponsor-wide assets grew 1.6%, from $34M to $34M.
Which Defined Benefit (Pension) plans are similar in size to San Antonio Winery, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees in WI ($11M, 31 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to San Antonio Winery, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Behr America Cash Balance Pension Plan in MI (270 participants, $12M 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 951824179.

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.