401(k) · DOL Form 5500 · 2022

Treasury Wine Estates Americas Company 401(k) Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
668
Participants Below avg headcount
93rd
Percentile by assets National rank
$158,604
Avg per participant Above avg balance/head
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Official DOL plan name: Treasury Wine Estates Retirement Savings Plan · Sponsored by Treasury Wine Estates Americas Company · California · Manufacturing

$106M in assets, 668 participants

Treasury Wine Estates Americas Company's Treasury Wine Estates Retirement Savings Plan reported $106M in total assets and 668 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,419 in Manufacturing (20,602 peers)

Where Treasury Wine Estates Retirement Savings Plan sits by assets

Treasury Wine Estates Retirement Savings Plan sits in the top 10% of all filed plans by assets, $106M for 668 participants (~$158,604/participant), down 10.3% in 2022.

#18,419
in Manufacturing (20,602 peers)
-10.3%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Treasury Wine Estates Retirement Savings Plan's outsized position by total assets

Treasury Wine Estates Retirement Savings Plan vs every filed plan by assets

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

$105,947,761 Top 7% higher than 93% 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

Treasury Wine Estates Retirement 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. Treasury Wine Estates Retirement Savings Plan sits mid-pack in the medium band (668 participants).

Published 5500 schedule card

Filing strip 942227626 · Treasury Wine Estates Americas Company PY 2022 · 401(k)

Treasury Wine Estates Retirement Savings Plan · $106M · 668 · 93rd

  • 5500 $106M
  • 5500 668
  • 5500 93rd
  • 5500 401(k)
  • 5500 near Kansas City Life Ins. Company Savings and Profit Sharing Plan
  • 5500 ind #18419

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 →

Treasury Wine Estates Retirement Savings Plan in the asset neighbourhood

Treasury Wine Estates Retirement Savings PlanTreasury Wine Estates Retire…$106MKansas City Life Ins. Company Savings and Profit Sharing PlanKansas City Life Ins. Compan…$106MRothschild & Co North America, Inc. 401(k) and Profit Sharing PlanRothschild & Co North Americ…$106MTower Research Capital Group 401(k) PlanTower Research Capital Group…$106MPixelle Specialty Solutions 401(k) Savings PlanPixelle Specialty Solutions …$106M
End-of-year total assets ($M) among Treasury Wine Estates Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$118M
Net Assets (End of Year)$106M
Net Income-$12M
Employer EIN942227626
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Treasury Wine Estates Americas Company)

Sponsor-wide plan assets over time

All Treasury Wine Estates Americas Company plans reported in each filing year

Latest sponsor-wide plan assets
$129M 22.15596703360253% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $106M $129M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 668 $106M
2023 1 702 $117M
2024 1 908 $129M

Nearby 401(k) Plans in California

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

Treasury Wine Estates Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Treasury Wine Estates Retirement Savings Plan, Total assets ($B): 0.105947761 · Participants: 668Treasury Wine Estates Retirement Savings PlanWells 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
Treasury Wine Estates Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Treasury Wine Estates Retirement Savings Plan side-by-side with 3 peers →

Treasury Wine Estates Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kansas City Life Ins. Company Savings and Profit Sharing Plan in MO ($106M); by covered participants it is Gg Brands Company Savings Plan in OH (668 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (668 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 Treasury Wine Estates Retirement Savings Plan assets move in 2022? ▼
Treasury Wine Estates Retirement Savings Plan pulled back noticeably - down 10.3% during 2022, from $118M to $106M. Reported net income was -$12M.
How have Treasury Wine Estates Americas Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Treasury Wine Estates Americas Company's sponsor-wide assets grew 22.2%, from $106M to $129M.
Where does Treasury Wine Estates Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Treasury Wine Estates Retirement Savings Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Treasury Wine Estates Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kansas City Life Ins. Company Savings and Profit Sharing Plan in MO ($106M, 452 participants).
Which 401(k) plans cover a similar participant headcount to Treasury Wine Estates Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gg Brands Company Savings Plan in OH (668 participants, $39M 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 942227626.

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.