401(k) · DOL Form 5500 · 2023

F. Korbel & Bros. 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
268
Participants Below avg headcount
90th
Percentile by assets National rank
$300,197
Avg per participant High balance/head
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Official DOL plan name: F. Korbel & Bros. 401(k) Retirement Plan · Sponsored by F. Korbel & Bros. · California · Manufacturing

$80M in assets, 268 participants

F. Korbel & Bros.'s F. Korbel & Bros. 401(k) Retirement Plan reported $80M in total assets and 268 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,861 in Manufacturing (18,722 peers)

Coverage in California

F. Korbel & Bros. 401(k) Retirement Plan covers 268 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $80M.

#15,861
in Manufacturing (18,722 peers)
+15.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

F. Korbel & Bros. 401(k) Retirement Plan's outsized position by total assets

F. Korbel & Bros. 401(k) Retirement Plan vs every filed plan by assets

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

$80,452,802 Top 10% higher than 90% 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

F. Korbel & Bros. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. F. Korbel & Bros. 401(k) Retirement Plan sits mid-pack in the medium band (268 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • F. Korbel & Bros. 401(k) Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • F. Korbel & Bros. 401(k) Retirement Plan end-of-year assets rose from $70M in the plan year 2022 filing to $80M in the plan year 2023 filing.
  • F. Korbel & Bros. 401(k) Retirement Plan reported participants fell from 282 in the plan year 2022 filing to 268 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 940608865 · F. Korbel & Bros. PY 2023 · 401(k)

F. Korbel & Bros. 401(k) Retirement Plan · $80M · 268 · 90th

  • ASSETS $80M
  • ASSETS 268
  • ASSETS 90th
  • ASSETS 401(k)
  • ASSETS near Forfeiture Support Associates, LLC Savings Plan
  • ASSETS ind #15861

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 →

F. Korbel & Bros. 401(k) Retirement Plan in the asset neighbourhood

Fev North America, Inc. 401(k) PlanFev North America, Inc. 401(…$80MJockey International, Inc. Retirement Savings PlanJockey International, Inc. R…$80MF. Korbel & Bros. 401(k) Retirement PlanF. Korbel & Bros. 401(k) Ret…$80MForfeiture Support Associates, LLC Savings PlanForfeiture Support Associate…$80MSalary Investment Plan of Mutual of Enumclaw Insurance CompanySalary Investment Plan of Mu…$80M
End-of-year total assets ($M) among F. Korbel & Bros. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$80M
Net Income$11M
Employer EIN940608865
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (F. Korbel & Bros.)

Sponsor-wide plan assets over time

All F. Korbel & Bros. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 28.97517523753758% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $69.6M $89.8M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 282 $70M
2023 1 268 $80M
2024 1 267 $90M

Nearby 401(k) Plans in California

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

F. Korbel & Bros. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants F. Korbel & Bros. 401(k) Retirement Plan, Total assets ($B): 0.080452802 · Participants: 268F. Korbel & Bros. 401(k) Retirement 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
F. Korbel & Bros. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare F. Korbel & Bros. 401(k) Retirement Plan side-by-side with 3 peers →

F. Korbel & Bros. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Forfeiture Support Associates, LLC Savings Plan in VA ($80M); by covered participants it is Healthcrest Surgical 401(k) Plan in OK (268 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (268 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 F. Korbel & Bros. 401(k) Retirement Plan assets move in 2023? ▼
F. Korbel & Bros. 401(k) Retirement Plan grew sharply - up 15.6% during 2023, from $70M to $80M. Reported net income was $11M.
How have F. Korbel & Bros. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), F. Korbel & Bros.'s sponsor-wide assets grew 29.0%, from $70M to $90M.
Where does F. Korbel & Bros. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
F. Korbel & Bros. 401(k) Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to F. Korbel & Bros. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Forfeiture Support Associates, LLC Savings Plan in VA ($80M, 927 participants).
Which 401(k) plans cover a similar participant headcount to F. Korbel & Bros. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthcrest Surgical 401(k) Plan in OK (268 participants, $12M 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 940608865.

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.