401(k) · DOL Form 5500 · 2023

Wine Institute 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
39
Participants Small participant base
67th
Percentile by assets National rank
$373,908
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wine Institute 401(k) Plan · Sponsored by Wine Institute · California · Other Services

$15M in assets, 39 participants

Wine Institute's Wine Institute 401(k) Plan reported $15M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,393 in Other Services (7,857 peers)

Wine Institute multi-year trail

Wine Institute's plans moved +31.8% in assets from 2022 to 2024; this filing shows Wine Institute 401(k) Plan at $15M / 39 participants.

#6,393
in Other Services (7,857 peers)
+9.9%
assets growth YoY

Wine Institute 401(k) Plan's outsized position by total assets

Wine Institute 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,582,414 Top 33% higher than 67% of 127,068 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 2023

Wine Institute 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wine Institute 401(k) Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wine Institute 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Wine Institute 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Wine Institute 401(k) Plan reported participants rose from 37 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 940987020 · Wine Institute PY 2023 · 401(k)

Wine Institute 401(k) Plan · $15M · 39 · 67th

  • PHOTO $15M
  • PHOTO 39
  • PHOTO 67th
  • PHOTO 401(k)
  • PHOTO near Partnership for Public Service 401(k) Plan
  • PHOTO ind #6393

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 Other Services retirement plans → · Plans in California →

Wine Institute 401(k) Plan in the asset neighbourhood

Wine Institute 401(k) Plan$15MPartnership for Public Service 401(k) PlanPartnership for Public Servi…$15MMdf Commerce 401(k) Plan$15MAdcole LLC 401(k) Profit Sharing PlanAdcole LLC 401(k) Profit Sha…$15MDon Jenkins Auto Group 401(k) PlanDon Jenkins Auto Group 401(k…$15M
End-of-year total assets ($M) among Wine Institute 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wine Institute multi-year asset trail

Sponsor-wide plan assets over time

All Wine Institute plans reported in each filing year

Latest sponsor-wide plan assets
$17M 31.782322713056498% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.3M $17.5M ▲ +31.8%
Year Plans Participants Total Assets
2022 1 37 $13M
2023 1 39 $15M
2024 1 38 $17M

Wine Institute filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN940987020
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Wine Institute 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wine Institute 401(k) Plan, Total assets ($B): 0.014582414 · Participants: 39Wine Institute 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Wine Institute 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wine Institute 401(k) Plan side-by-side with 3 peers →

Wine Institute 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Partnership for Public Service 401(k) Plan in DC ($15M); by covered participants it is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wine Institute 401(k) Plan assets move in 2023? ▼
Wine Institute 401(k) Plan grew at a solid clip - up 9.9% during 2023, from $13M to $15M. Reported net income was $1M.
How have Wine Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wine Institute's sponsor-wide assets grew 31.8%, from $13M to $17M.
Which 401(k) plans are similar in size to Wine Institute 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Partnership for Public Service 401(k) Plan in DC ($15M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Wine Institute 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940987020.

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.