Defined Benefit (Pension) · DOL Form 5500 · 2022

California Winery Workers Pension Plan Trust Pension Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
N/A
Participants Small participant base
84th
Percentile by assets National rank
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Official DOL plan name: California Winery Workers Pension Plan Trust · Sponsored by California Winery Workers Pension Plan Trust · California · Manufacturing

$35M in assets, N/A participants

California Winery Workers Pension Plan Trust's California Winery Workers Pension Plan Trust reported $35M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #16,006 in Manufacturing (20,602 peers)

Where California Winery Workers Pension Plan Trust sits by assets

California Winery Workers Pension Plan Trust sits in the top quartile of all filed plans by assets, $35M for N/A participants, down 36.8% in 2022.

#16,006
in Manufacturing (20,602 peers)
-36.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $38M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

California Winery Workers Pension Plan Trust's outsized position by total assets

California Winery Workers Pension Plan Trust vs every filed plan by assets

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

$34,513,163 Top 16% higher than 84% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Plan-year Form 5500 strip

Filing strip 946082915 · California Winery Workers Pension Plan Trust PY 2022 · Defined Benefit (Pension)

California Winery Workers Pension Plan Trust · $35M · N/A · 84th

  • SCH $35M
  • EBSA N/A
  • PART 84th
  • TYPE Defined Benefit (Pension)
  • NET near US Magnesium LLC Hourly Defined Benefit Pension Plan
  • BOOK ind #16006

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 →

California Winery Workers Pension Plan Trust in the asset neighbourhood

Belco Community Credit Union Cash Balance Defined Benefit Plan and TrustBelco Community Credit Union…$35MBudget Rent a Car System, Inc. Employees' Pension PlanBudget Rent a Car System, In…$35MFirst State Bank of Uvalde Retirement PlanFirst State Bank of Uvalde R…$35MCalifornia Winery Workers Pension Plan TrustCalifornia Winery Workers Pe…$35MUS Magnesium LLC Hourly Defined Benefit Pension PlanUS Magnesium LLC Hourly Defi…$35M
End-of-year total assets ($M) among California Winery Workers Pension Plan Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$8M
Net Income-$38M
Employer EIN946082915
Plan Effective Date1960-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Winery Workers Pension Plan Trust)

Sponsor-wide plan assets over time

All California Winery Workers Pension Plan Trust plans reported in each filing year

Latest sponsor-wide plan assets
$14M 59.15287451341391% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $34.5M $14.1M ▼ -59.1%
Year Plans Participants Total Assets
2022 1 N/A $35M
2023 1 N/A $24M
2024 1 N/A $14M

Nearby Defined Benefit (Pension) Plans in California

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

California Winery Workers Pension Plan Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants California Winery Workers Pension Plan Trust, Total assets ($B): 0.034513163 · Participants: 0California Winery Workers Pension Plan TrustKaiser 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
California Winery Workers Pension Plan Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare California Winery Workers Pension Plan Trust side-by-side with 3 peers →

California Winery Workers Pension Plan Trust's closest out-of-state Defined Benefit (Pension) peers by assets

Outside California, the nearest Defined Benefit (Pension) by end-of-year assets is US Magnesium LLC Hourly Defined Benefit Pension Plan in UT at $35M (this filing: $35M).

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 California Winery Workers Pension Plan Trust assets move in 2022? ▼
California Winery Workers Pension Plan Trust contracted severely - down 36.8% during 2022, from $55M to $35M. Reported net income was -$38M.
How have California Winery Workers Pension Plan Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Winery Workers Pension Plan Trust's sponsor-wide assets declined 59.2%, from $35M to $14M.
Where does California Winery Workers Pension Plan Trust rank by assets among Form 5500 filers? ▼
California Winery Workers Pension Plan Trust ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to California Winery Workers Pension Plan Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is US Magnesium LLC Hourly Defined Benefit Pension Plan in UT ($35M, 57 participants).

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 946082915.

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.