401(k) · DOL Form 5500 · 2023

Sunview Vineyards of California, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
3,169
Participants Above avg headcount
61st
Percentile by assets National rank
$3,517
Avg per participant Low balance/head
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Official DOL plan name: Sunview 401(k) Plan · Sponsored by Sunview Vineyards of California, Inc. · California · Agriculture, Forestry & Fishing

$11M in assets, 3,169 participants

Sunview Vineyards of California, Inc.'s Sunview 401(k) Plan reported $11M in total assets and 3,169 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #851 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in California

Sunview 401(k) Plan covers 3,169 participants in California, 5.0x the typical California plan (state average ~630 per filing). Assets: $11M.

#851
in Agriculture, Forestry & Fishing (1,288 peers)
+61.3%
assets growth YoY

Sunview 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Sunview 401(k) Plan vs every filed plan by assets

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

$11,144,859 Top 39% higher than 61% 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

Sunview 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunview 401(k) Plan lands in the large band (3,169 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunview 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sunview 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Sunview 401(k) Plan reported participants rose from 2,736 in the plan year 2022 filing to 3,169 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 770199908 · Sunview Vineyards of California, Inc. PY 2023 · 401(k)

Sunview 401(k) Plan · $11M · 3,169 · 61st

  • ASSETS $11M
  • PCT 3,169
  • EIN 61st
  • RANK 401(k)
  • PHOTO near Manildra Milling Corporation Retirement Plan
  • IND ind #851

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Sunview 401(k) Plan in the asset neighbourhood

Manildra Milling Corporation Retirement PlanManildra Milling Corporation…$11MO'reilly, Talbot & Okun Associates, Inc. 401(k) Profit Sharing Plan and TrustO'reilly, Talbot & Okun Asso…$11MMinnco Credit Union 401(k) PlanMinnco Credit Union 401(k) P…$11MChemdesign Products, Inc. 401(k) PlanChemdesign Products, Inc. 40…$11MSunview 401(k) Plan$11M
End-of-year total assets ($M) among Sunview 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$11M
Net Income$4M
Employer EIN770199908
Plan Effective Date2020-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunview Vineyards of California, Inc.)

Sponsor-wide plan assets over time

All Sunview Vineyards of California, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 118.88199664180303% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.91M $15.1M ▲ +118.8%
Year Plans Participants Total Assets
2022 1 2,736 $7M
2023 1 3,169 $11M
2024 1 3,881 $15M

Nearby 401(k) Plans in California

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

Sunview 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sunview 401(k) Plan, Total assets ($B): 0.011144859 · Participants: 3169Sunview 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
Sunview 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sunview 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Manildra Milling Corporation Retirement Plan in KS ($11M); by covered participants it is Azz Inc. Employee Benefit Plan and Trust in TX (3,169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,169 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 Sunview 401(k) Plan assets move in 2023? ▼
Sunview 401(k) Plan surged - up 61.3% during 2023, from $7M to $11M. Reported net income was $4M.
How have Sunview Vineyards of California, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunview Vineyards of California, Inc.'s sponsor-wide assets grew 118.9%, from $7M to $15M.
Which 401(k) plans are similar in size to Sunview 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Manildra Milling Corporation Retirement Plan in KS ($11M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Sunview 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Azz Inc. Employee Benefit Plan and Trust in TX (3,169 participants, $113M 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 770199908.

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.