401(k) · DOL Form 5500 · 2023
Delicato Vineyards, LLC 401(k) Plan
Data updated 2026-08-11
- $130M
- Total assets
- 1,138
- Participants
- 93rd
- Percentile by assets
- $114,219
- Avg per participant
Official DOL plan name: Delicato Vineyards Employee Retirement Plan · Sponsored by Delicato Vineyards, LLC · California · Manufacturing
$130M in assets, 1,138 participants
Delicato Vineyards, LLC's Delicato Vineyards Employee Retirement Plan reported $130M in total assets and 1,138 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 127,072 plans)
- #16,669 in Manufacturing (18,722 peers)
Where Delicato Vineyards Employee Retirement Plan sits by assets
Delicato Vineyards Employee Retirement Plan sits in the top 10% of all filed plans by assets, $130M for 1,138 participants (~$114,219/participant), up 14.7% in 2023.
- $130M
- total plan assets (2023 EOY)
- 1,138
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $114,219
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Delicato Vineyards Employee Retirement Plan reported net income rose from -$17M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Delicato Vineyards Employee Retirement Plan end-of-year assets rose from $113M in the plan year 2022 filing to $130M in the plan year 2023 filing.
Delicato Vineyards Employee Retirement Plan vs the 2023 asset distribution
By assets, Delicato Vineyards Employee Retirement Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $113M |
|---|---|
| Net Assets (End of Year) | $130M |
| Net Income | $17M |
| Employer EIN | 942212174 |
| Plan Effective Date | 1973-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Delicato Vineyards, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,131 | $113M |
| 2023 | 1 | 1,138 | $130M |
| 2024 | 1 | 1,070 | $146M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Delicato Vineyards Employee Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Delicato Vineyards Employee Retirement Plan by total assets, not by location.
- Rooney Holdings, Inc. 401(k) Savings Plan (OK) $130M · 1,403
- Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan (NY) $130M · 267
- Vcna 401(k) Profit Sharing Plan (IL) $130M · 734
- Voluntary Investment Pretax Plan for the Vgna Union Employees (NC) $130M · 3,187
Frequently Asked Questions
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Ways to act on Delicato Vineyards Employee Retirement Plan's numbers.
- By total assets, Delicato Vineyards Employee Retirement Plan ranks in the top 10% 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
- Delicato Vineyards, LLC's sponsor-wide assets have grown 28.6% since 2022 across 3 plan years on file. More Manufacturing plans