401(k) · DOL Form 5500 · 2022

Freixenet Sonoma Caves, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
146
Participants Small participant base
76th
Percentile by assets National rank
$124,623
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Freixenet Sonoma Caves, Inc. Profit Sharing Plan · Sponsored by Freixenet Sonoma Caves, Inc. · California · Manufacturing

$18M in assets, 146 participants

Freixenet Sonoma Caves, Inc.'s Freixenet Sonoma Caves, Inc. Profit Sharing Plan reported $18M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #13,650 in Manufacturing (20,602 peers)

Coverage in California

Freixenet Sonoma Caves, Inc. Profit Sharing Plan covers 146 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $18M.

#13,650
in Manufacturing (20,602 peers)
-22.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Freixenet Sonoma Caves, Inc. Profit Sharing Plan's outsized position by total assets

Freixenet Sonoma Caves, Inc. Profit Sharing Plan vs every filed plan by assets

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

$18,195,009 Top 24% higher than 76% 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

Freixenet Sonoma Caves, Inc. Profit Sharing 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. Freixenet Sonoma Caves, Inc. Profit Sharing Plan sits mid-pack in the medium band (146 participants).

Plan-year Form 5500 strip

Filing strip 942851882 · Freixenet Sonoma Caves, Inc. PY 2022 · 401(k)

Freixenet Sonoma Caves, Inc. Profit Sharing Plan · $18M · 146 · 76th

  • BOY $18M
  • BOY 146
  • BOY 76th
  • BOY 401(k)
  • BOY near Hills Properties Profit Sharing Plan
  • BOY ind #13650

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 →

Freixenet Sonoma Caves, Inc. Profit Sharing Plan in the asset neighbourhood

Freixenet Sonoma Caves, Inc. Profit Sharing PlanFreixenet Sonoma Caves, Inc.…$18MHills Properties Profit Sharing PlanHills Properties Profit Shar…$18MSiegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing PlanSiegfried, Rivera, Hyman, Le…$18MJabian, LLC 401(k) Plan$18MNewsouth Neurospine, LLC 401(k) PlanNewsouth Neurospine, LLC 401…$18M
End-of-year total assets ($M) among Freixenet Sonoma Caves, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$18M
Net Income-$5M
Employer EIN942851882
Plan Effective Date1990-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Freixenet Sonoma Caves, Inc.)

Sponsor-wide plan assets over time

All Freixenet Sonoma Caves, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 5.26589461978282% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $18.2M $19.2M ▲ +5.2%
Year Plans Participants Total Assets
2022 1 146 $18M
2023 1 163 $16M
2024 1 171 $19M

Nearby 401(k) Plans in California

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

Freixenet Sonoma Caves, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Freixenet Sonoma Caves, Inc. Profit Sharing Plan, Total assets ($B): 0.018195009 · Participants: 146Freixenet Sonoma Caves, Inc. Profit Sharing 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
Freixenet Sonoma Caves, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Freixenet Sonoma Caves, Inc. Profit Sharing Plan side-by-side with 3 peers →

Freixenet Sonoma Caves, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hills Properties Profit Sharing Plan in OH ($18M); by covered participants it is Bcp 401(k) Plan in NC (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Freixenet Sonoma Caves, Inc. Profit Sharing Plan assets move in 2022? ▼
Freixenet Sonoma Caves, Inc. Profit Sharing Plan declined sharply - down 22.6% during 2022, from $24M to $18M. Reported net income was -$5M.
How have Freixenet Sonoma Caves, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Freixenet Sonoma Caves, Inc.'s sponsor-wide assets grew 5.3%, from $18M to $19M.
Where does Freixenet Sonoma Caves, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Freixenet Sonoma Caves, Inc. Profit Sharing Plan ranks in the 76th 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 Freixenet Sonoma Caves, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hills Properties Profit Sharing Plan in OH ($18M, 167 participants).
Which 401(k) plans cover a similar participant headcount to Freixenet Sonoma Caves, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bcp 401(k) Plan in NC (146 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 942851882.

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.