401(k) · DOL Form 5500 · 2022

Trefethen Family Winery, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
129
Participants Small participant base
64th
Percentile by assets National rank
$72,834
Avg per participant Below avg balance/head
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Official DOL plan name: Trefethen Profit Sharing and 401(k) Savings Plan · Sponsored by Trefethen Family Winery, LLC · California · Manufacturing

$9M in assets, 129 participants

Trefethen Family Winery, LLC's Trefethen Profit Sharing and 401(k) Savings Plan reported $9M in total assets and 129 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #10,432 in Manufacturing (20,602 peers)

Coverage in California

Trefethen Profit Sharing and 401(k) Savings Plan covers 129 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $9M.

#10,432
in Manufacturing (20,602 peers)
-8.7%
assets change YoY

The plan reported a net loss of $896K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Trefethen Profit Sharing and 401(k) Savings Plan's mid-pack asset rank among Manufacturing and all filers

Trefethen Profit Sharing and 401(k) Savings Plan vs every filed plan by assets

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

$9,395,623 Top 36% higher than 64% 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

Trefethen Profit Sharing and 401(k) 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. Trefethen Profit Sharing and 401(k) Savings Plan sits mid-pack in the medium band (129 participants).

Published 5500 schedule card

Filing strip 942474359 · Trefethen Family Winery, LLC PY 2022 · 401(k)

Trefethen Profit Sharing and 401(k) Savings Plan · $9M · 129 · 64th

  • EIN $9M
  • RANK 129
  • PHOTO 64th
  • IND 401(k)
  • EOY near Perillo Employees 401(k) Plan
  • 5500 ind #10432

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 →

Trefethen Profit Sharing and 401(k) Savings Plan in the asset neighbourhood

Trefethen Profit Sharing and 401(k) Savings PlanTrefethen Profit Sharing and…$9MPerillo Employees 401(k) Plan$9MLaird Noller Ford Retirement PlanLaird Noller Ford Retirement…$9MThe Integral Group, LLC 401(k) PlanThe Integral Group, LLC 401(…$9MEteam Inc. 401(k) Plan$9M
End-of-year total assets ($M) among Trefethen Profit Sharing and 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$896K
Employer EIN942474359
Plan Effective Date1979-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trefethen Family Winery, LLC)

Sponsor-wide plan assets over time

All Trefethen Family Winery, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 12.19674310048413% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M$11M 202220232024 $9.4M $10.5M ▲ +12.1%
Year Plans Participants Total Assets
2022 1 129 $9M
2023 1 131 $10M
2024 1 123 $11M

Nearby 401(k) Plans in California

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

Trefethen Profit Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Trefethen Profit Sharing and 401(k) Savings Plan, Total assets ($B): 0.009395623 · Participants: 129Trefethen Profit Sharing and 401(k) 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
Trefethen Profit Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Trefethen Profit Sharing and 401(k) Savings Plan side-by-side with 3 peers →

Trefethen Profit Sharing and 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Perillo Employees 401(k) Plan in IL ($9M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Trefethen Profit Sharing and 401(k) Savings Plan assets move in 2022? ▼
Trefethen Profit Sharing and 401(k) Savings Plan pulled back noticeably - down 8.7% during 2022, from $10M to $9M. Reported net income was -$896K.
How have Trefethen Family Winery, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trefethen Family Winery, LLC's sponsor-wide assets grew 12.2%, from $9M to $11M.
Which 401(k) plans are similar in size to Trefethen Profit Sharing and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Perillo Employees 401(k) Plan in IL ($9M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Trefethen Profit Sharing and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants, $449K 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 942474359.

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.