401(k) · DOL Form 5500 · 2022

St. Francis Winery & Vineyards 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
94
Participants Small participant base
61st
Percentile by assets National rank
$86,353
Avg per participant Below avg balance/head
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Official DOL plan name: St. Francis Winery & Vineyards 401(k) Profit Sharing Plan & Trust · Sponsored by St. Francis Winery & Vineyards · California · Manufacturing

$8M in assets, 94 participants

St. Francis Winery & Vineyards's St. Francis Winery & Vineyards 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 94 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #9,636 in Manufacturing (20,602 peers)

2022 asset change

St. Francis Winery & Vineyards 401(k) Profit Sharing Plan & Trust pulled back noticeably 12.2% in 2022 ($9M → $8M) for 94 participants.

#9,636
in Manufacturing (20,602 peers)
-12.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Francis Winery & Vineyards 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Manufacturing and all filers

St. Francis Winery & Vineyards 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$8,117,226 Top 39% higher than 61% 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

St. Francis Winery & Vineyards 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Francis Winery & Vineyards 401(k) Profit Sharing Plan & Trust is a small filing (94 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 680320900 · St. Francis Winery & Vineyards PY 2022 · 401(k)

St. Francis Winery & Vineyards 401(k) Profit Sharing Plan & Trust · $8M · 94 · 61st

  • SCH $8M
  • SCH 94
  • SCH 61st
  • SCH 401(k)
  • SCH near Dundee Resort Development Savings Plan
  • SCH ind #9636

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 →

St. Francis Winery & Vineyards 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

St. Francis Winery & Vineyards 401(k) Profit Sharing Plan & TrustSt. Francis Winery & Vineyar…$8MDundee Resort Development Savings PlanDundee Resort Development Sa…$8MFirststar Hr Retirement Savings PlanFirststar Hr Retirement Savi…$8MJeunesse, LLC 401(k) Profit Sharing Plan & TrustJeunesse, LLC 401(k) Profit …$8MCredible 401(k) Plan$8M
End-of-year total assets ($M) among St. Francis Winery & Vineyards 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN680320900
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

St. Francis Winery & Vineyards 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants St. Francis Winery & Vineyards 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.008117226 · Participants: 94St. Francis Winery & Vineyards 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
St. Francis Winery & Vineyards 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare St. Francis Winery & Vineyards 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

St. Francis Winery & Vineyards 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dundee Resort Development Savings Plan in CO ($8M); by covered participants it is Coforge Bpm, Inc. 401(k) Plan in ID (94 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (94 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 St. Francis Winery & Vineyards 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
St. Francis Winery & Vineyards 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 12.2% during 2022, from $9M to $8M. Reported net income was -$1M.
Which 401(k) plans are similar in size to St. Francis Winery & Vineyards 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dundee Resort Development Savings Plan in CO ($8M, 131 participants).
Which 401(k) plans cover a similar participant headcount to St. Francis Winery & Vineyards 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Coforge Bpm, Inc. 401(k) Plan in ID (94 participants, N/A 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 680320900.

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.