Defined Benefit (Pension) · DOL Form 5500 · 2023

Picchetti Winery, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
32nd
Percentile by assets National rank
$292,354
Avg per participant High balance/head
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Official DOL plan name: Picchetti Winery, Inc. Defined Benefit Plan & Trust · Sponsored by Picchetti Winery, Inc. · California · Manufacturing

$2M in assets, 8 participants

Picchetti Winery, Inc.'s Picchetti Winery, Inc. Defined Benefit Plan & Trust reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,068 in Manufacturing (18,722 peers)

Picchetti Winery, Inc. multi-year trail

Picchetti Winery, Inc.'s plans moved +17.6% in assets from 2023 to 2024; this filing shows Picchetti Winery, Inc. Defined Benefit Plan & Trust at $2M / 8 participants.

#3,068
in Manufacturing (18,722 peers)
+15.9%
assets growth YoY

Picchetti Winery, Inc. Defined Benefit Plan & Trust among the smaller filed plans by assets

Picchetti Winery, Inc. Defined Benefit Plan & Trust vs every filed plan by assets

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

$2,338,835 32nd percentile higher than 32% 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

Picchetti Winery, Inc. Defined Benefit Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Picchetti Winery, Inc. Defined Benefit Plan & Trust is a micro filing (8 participants), the leftmost band.

Published 5500 schedule card

Filing strip 753113510 · Picchetti Winery, Inc. PY 2023 · Defined Benefit (Pension)

Picchetti Winery, Inc. Defined Benefit Plan & Trust · $2M · 8 · 32nd

  • ASSETS $2M
  • ASSETS 8
  • ASSETS 32nd
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Monarch Cement of Iowa Inc Retire Pl for Hrly Emp of the Des Moines Ia Terminal Opr
  • ASSETS ind #3068

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 →

Picchetti Winery, Inc. Defined Benefit Plan & Trust in the asset neighbourhood

Picchetti Winery, Inc. Defined Benefit Plan & TrustPicchetti Winery, Inc. Defin…$2MMonarch Cement of Iowa Inc Retire Pl for Hrly Emp of the Des Moines Ia Terminal OprMonarch Cement of Iowa Inc R…$2MThe Dings Company Pension PlanThe Dings Company Pension Pl…$2MAnita Patel, M.D. P.a. Cash Balance Pension PlanAnita Patel, M.D. P.a. Cash …$2MCasper Orthopaedic Associates, P.C. Cash Balance PlanCasper Orthopaedic Associate…$2M
End-of-year total assets ($M) among Picchetti Winery, Inc. Defined Benefit Plan & Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Picchetti Winery, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Picchetti Winery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 17.63052972954484% vs 2023
2024 filing year
$2.2M$2.4M$2.6M$2.8M 20232024 $2.34M $2.75M ▲ +17.5%
Year Plans Participants Total Assets
2023 1 8 $2M
2024 2 12 $3M

Picchetti Winery, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$321K
Employer EIN753113510
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Picchetti Winery, Inc. Defined Benefit Plan & Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Picchetti Winery, Inc. Defined Benefit Plan & Trust, Total assets ($B): 0.002338835 · Participants: 8Picchetti Winery, Inc. Defined Benefit Plan & TrustKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Picchetti Winery, Inc. Defined Benefit Plan & Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Picchetti Winery, Inc. Defined Benefit Plan & Trust side-by-side with 3 peers →

Picchetti Winery, Inc. Defined Benefit Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Monarch Cement of Iowa Inc Retire Pl for Hrly Emp of the Des Moines Ia Terminal Opr in IA ($2M); by covered participants it is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Picchetti Winery, Inc. Defined Benefit Plan & Trust assets move in 2023? ▼
Picchetti Winery, Inc. Defined Benefit Plan & Trust grew sharply - up 15.9% during 2023, from $2M to $2M. Reported net income was $321K.
How have Picchetti Winery, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Picchetti Winery, Inc.'s sponsor-wide assets grew 17.6%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Picchetti Winery, Inc. Defined Benefit Plan & Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Monarch Cement of Iowa Inc Retire Pl for Hrly Emp of the Des Moines Ia Terminal Opr in IA ($2M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Picchetti Winery, Inc. Defined Benefit Plan & Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants, $992K 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 753113510.

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.