401(k) · DOL Form 5500 · 2022

Sutter Home Winery, Inc. 401(k) Plan

Data updated 2026-08-11

$319M
Total assets
1,251
Participants
97th
Percentile by assets
$255,146
Avg per participant
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Official DOL plan name: Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan · Sponsored by Sutter Home Winery, Inc. · California · Manufacturing

$319M in assets, 1,251 participants

Sutter Home Winery, Inc.'s Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan reported $319M in total assets and 1,251 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #19,587 in Manufacturing (20,602 peers)

Where Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan sits by assets

Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan sits in the top 5% of all filed plans by assets, $319M for 1,251 participants (~$255,146/participant), up 4.1% in 2022.

$319M
total plan assets (2022 EOY)
1,251
covered participants
97th
percentile by assets (of 139,126 plans)
$255,146
avg assets per participant
State
Industry

Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan vs the 2022 asset distribution

By assets, Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$307M
Net Assets (End of Year)$319M
Net Income$13M
Employer EIN941080860
Plan Effective Date1977-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sutter Home Winery, Inc.)

$310M$320M$330M$340M$350M 202220232024 $319M $341M ▲ +6.9%
Total plan assets by year, all Sutter Home Winery, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,251 $319M
2023 1 1,191 $332M
2024 1 1,140 $341M

Nearby 401(k) Plans in California

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

Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -1001020304050 Total assets ($B) Participants Sutter Home Winery, …Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Chevron Employee Sav…Intel 401(k) Savings…
Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan assets move in 2022?
Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan edged up modestly - up 4.1% during 2022, from $307M to $319M. Reported net income was $13M.
How have Sutter Home Winery, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sutter Home Winery, Inc.'s sponsor-wide assets grew 6.9%, from $319M to $341M.
Where does Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers?
Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Napa Management Services Corp. Clinical Ees P/S Pl Profit Sharing Plan & Trust in NY ($319M, 1,155 participants).

Next read for Sutter Home Winery, Inc. 401(k) and Prof…

Scale reading

Ways to act on Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan's numbers.

  • By total assets, Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Sutter Home Winery, Inc.'s sponsor-wide assets have grown 6.9% since 2022 across 3 plan years on file. More Manufacturing plans