Other
2022 plan-year Other DOL Form 5500

CALIFORNIA WINERY WORKERS PENSION PLAN TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

CALIFORNIA WINERY WORKERS PENSION PLAN TRUST

This Other plan holds $35M in total assets and serves N/A participants as of 2022. It is sponsored by CALIFORNIA WINERY WORKERS PENSION PLAN TRUST in California. The plan reported a net loss of $38M for the year.

Total Assets (2023)
$35M
Participants
N/A
State
Industry
Manufacturing

What the Filing Says About CALIFORNIA WINERY WORKERS PENSION PLAN TRUST

CALIFORNIA WINERY WORKERS PENSION PLAN TRUST is a Other retirement plan sponsored by CALIFORNIA WINERY WORKERS PENSION PLAN TRUST, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $35M in total end-of-year assets and covers N/A participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 946082915, and the plan has been effective since 1960-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $55M at the beginning of 2022 to $35M at year-end — a decline of 36.8%. Net assets (after liabilities) closed the year at $8M, with reported net income of $-38,031,543 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$55M
Total Assets (End of Year)$35M
Net Assets (End of Year)$8M
Net Income$-38,031,543
Plan TypeOther
Employer EIN946082915
Plan Effective Date1960-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (CALIFORNIA WINERY WORKERS PENSION PLAN TRUST)

Year Plans Participants Total Assets
2022 1 N/A $35M
2023 1 N/A $24M
2024 1 N/A $14M

Nearby Other Plans in California

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the CALIFORNIA WINERY WORKERS PENSION PLAN TRUST?
As of the 2022 Form 5500 filing, CALIFORNIA WINERY WORKERS PENSION PLAN TRUST holds $35M in total assets with N/A participants. It is sponsored by CALIFORNIA WINERY WORKERS PENSION PLAN TRUST.
What type of plan is CALIFORNIA WINERY WORKERS PENSION PLAN TRUST?
CALIFORNIA WINERY WORKERS PENSION PLAN TRUST is a Other plan. It has been effective since 1960-07-01. The plan is filed with the U.S. Department of Labor under EIN 946082915.
Who sponsors the CALIFORNIA WINERY WORKERS PENSION PLAN TRUST?
CALIFORNIA WINERY WORKERS PENSION PLAN TRUST is sponsored by CALIFORNIA WINERY WORKERS PENSION PLAN TRUST, located in California. The sponsor's EIN is 946082915 and the plan operates in the Manufacturing industry.
How did CALIFORNIA WINERY WORKERS PENSION PLAN TRUST perform in 2022?
CALIFORNIA WINERY WORKERS PENSION PLAN TRUST declined by 36.8% during 2022, moving from $55M to $35M in total assets. Net income was $-38,031,543.
Where can I find official filings for CALIFORNIA WINERY WORKERS PENSION PLAN TRUST?
Official Form 5500 filings for CALIFORNIA WINERY WORKERS PENSION PLAN TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 946082915 or plan name at efast.dol.gov.
How does CALIFORNIA WINERY WORKERS PENSION PLAN TRUST compare to other plans?
You can compare CALIFORNIA WINERY WORKERS PENSION PLAN TRUST against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.