401(k)
2022 plan-year 401(k) DOL Form 5500

Delicato Vineyards Employee Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Delicato Vineyards, LLC · California · Manufacturing

What the 2023 filing shows

Delicato Vineyards Employee Retirement Plan holds $113M for 1,131 participants — about $100,225 per participant, down 13.0% over the 2022 plan year.

$113M
total plan assets (2022 EOY)
1,131
covered participants
$100,225
avg assets per participant
-13.0%
assets change YoY

The plan reported a net loss of $17M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$113M
Participants
1,131
State
Industry
Manufacturing

What the Filing Says About Delicato Vineyards Employee Retirement Plan

Delicato Vineyards Employee Retirement Plan is a 401(k) retirement plan sponsored by Delicato Vineyards, LLC, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $113M in total end-of-year assets and covers 1,131 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 942212174, and the plan has been effective since 1973-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $130M at the beginning of 2022 to $113M at year-end — a decline of 13.0%. Net assets (after liabilities) closed the year at $113M, with reported net income of $-16,944,360 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$130M
Total Assets (End of Year)$113M
Net Assets (End of Year)$113M
Net Income$-16,944,360
Plan Type401(k)
Employer EIN942212174
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Delicato Vineyards, LLC)

Year Plans Participants Total Assets
2022 1 1,131 $113M
2023 1 1,138 $130M
2024 1 1,070 $146M

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Frequently Asked Questions

How much money is in the Delicato Vineyards Employee Retirement Plan?
As of the 2022 Form 5500 filing, Delicato Vineyards Employee Retirement Plan holds $113M in total assets with 1,131 participants. It is sponsored by Delicato Vineyards, LLC.
What type of plan is Delicato Vineyards Employee Retirement Plan?
Delicato Vineyards Employee Retirement Plan is a 401(k) plan. It has been effective since 1973-07-01. The plan is filed with the U.S. Department of Labor under EIN 942212174.
Who sponsors the Delicato Vineyards Employee Retirement Plan?
Delicato Vineyards Employee Retirement Plan is sponsored by Delicato Vineyards, LLC, located in California. The sponsor's EIN is 942212174 and the plan operates in the Manufacturing industry.
How did Delicato Vineyards Employee Retirement Plan perform in 2022?
Delicato Vineyards Employee Retirement Plan declined by 13.0% during 2022, moving from $130M to $113M in total assets. Net income was $-16,944,360.
Where can I find official filings for Delicato Vineyards Employee Retirement Plan?
Official Form 5500 filings for Delicato Vineyards Employee Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 942212174 or plan name at efast.dol.gov.
How does Delicato Vineyards Employee Retirement Plan compare to other plans?
You can compare Delicato Vineyards Employee Retirement Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 942212174.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.