401(k) · DOL Form 5500 · 2022

Foley Family Wines, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
523
Participants Below avg headcount
82nd
Percentile by assets National rank
$53,802
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Foley Family Wines 401(k) Plan · Sponsored by Foley Family Wines, Inc. · California · Manufacturing

$28M in assets, 523 participants

Foley Family Wines, Inc.'s Foley Family Wines 401(k) Plan reported $28M in total assets and 523 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #15,339 in Manufacturing (20,602 peers)

Where Foley Family Wines 401(k) Plan sits by assets

Foley Family Wines 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 523 participants (~$53,802/participant), down 0.6% in 2022.

#15,339
in Manufacturing (20,602 peers)
-0.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $158K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Foley Family Wines 401(k) Plan's outsized position by total assets

Foley Family Wines 401(k) Plan vs every filed plan by assets

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

$28,138,476 Top 18% higher than 82% 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

Foley Family Wines 401(k) 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. Foley Family Wines 401(k) Plan sits mid-pack in the medium band (523 participants).

Plan-year Form 5500 strip

Filing strip 260823176 · Foley Family Wines, Inc. PY 2022 · 401(k)

Foley Family Wines 401(k) Plan · $28M · 523 · 82nd

  • SCH $28M
  • SCH 523
  • SCH 82nd
  • SCH 401(k)
  • SCH near Cassens Transport Company Et Al Union 401(k) Plan
  • SCH ind #15339

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 →

Foley Family Wines 401(k) Plan in the asset neighbourhood

Foley Family Wines 401(k) PlanFoley Family Wines 401(k) Pl…$28MCassens Transport Company Et Al Union 401(k) PlanCassens Transport Company Et…$28MPride Capital Partners, LLC 401(k) PlanPride Capital Partners, LLC …$28MHlw International, LLP Savings and Investment PlanHlw International, LLP Savin…$28MTrout Ebersole & Groff, LLP Retirement Savings PlanTrout Ebersole & Groff, LLP …$28M
End-of-year total assets ($M) among Foley Family Wines 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$28M
Net Income-$158K
Employer EIN260823176
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Foley Family Wines, Inc.)

Sponsor-wide plan assets over time

All Foley Family Wines, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 69.9187617694718% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $28.1M $47.8M ▲ +69.9%
Year Plans Participants Total Assets
2022 1 523 $28M
2023 1 710 $40M
2024 1 655 $48M

Nearby 401(k) Plans in California

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

Foley Family Wines 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Foley Family Wines 401(k) Plan, Total assets ($B): 0.028138476 · Participants: 523Foley Family Wines 401(k) 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
Foley Family Wines 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Foley Family Wines 401(k) Plan side-by-side with 3 peers →

Foley Family Wines 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cassens Transport Company Et Al Union 401(k) Plan in IL ($28M); by covered participants it is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (523 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (523 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 Foley Family Wines 401(k) Plan assets move in 2022? ▼
Foley Family Wines 401(k) Plan held essentially flat - down 0.6% during 2022, from $28M to $28M. Reported net income was -$158K.
How have Foley Family Wines, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Foley Family Wines, Inc.'s sponsor-wide assets grew 69.9%, from $28M to $48M.
Where does Foley Family Wines 401(k) Plan rank by assets among Form 5500 filers? ▼
Foley Family Wines 401(k) Plan ranks in the 82nd 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 401(k) plans are similar in size to Foley Family Wines 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cassens Transport Company Et Al Union 401(k) Plan in IL ($28M, 812 participants).
Which 401(k) plans cover a similar participant headcount to Foley Family Wines 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (523 participants, $651K 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 260823176.

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.