401(k) · DOL Form 5500 · 2023

Delicato Vineyards, LLC 401(k) Plan

Data updated 2026-08-25

$130M
Total assets Near avg plan size
1,138
Participants Near avg headcount
93rd
Percentile by assets National rank
$114,219
Avg per participant Below avg balance/head
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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.

  • #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.

#16,669
in Manufacturing (18,722 peers)
+14.7%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Delicato Vineyards Employee Retirement Plan's outsized position by total assets

Delicato Vineyards Employee Retirement Plan vs every filed plan by assets

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

$129,981,039 Top 7% higher than 93% 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

Delicato Vineyards Employee Retirement 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. Delicato Vineyards Employee Retirement Plan lands in the large band (1,138 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942212174 · Delicato Vineyards, LLC PY 2023 · 401(k)

Delicato Vineyards Employee Retirement Plan · $130M · 1,138 · 93rd

  • EBSA $130M
  • PART 1,138
  • TYPE 93rd
  • NET 401(k)
  • BOOK near Rooney Holdings, Inc. 401(k) Savings Plan
  • VS-ST ind #16669

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 →

Delicato Vineyards Employee Retirement Plan in the asset neighbourhood

Voluntary Investment Pretax Plan for the Vgna Union EmployeesVoluntary Investment Pretax …$130MRooney Holdings, Inc. 401(k) Savings PlanRooney Holdings, Inc. 401(k)…$130MDelicato Vineyards Employee Retirement PlanDelicato Vineyards Employee …$130MManning & Napier Advisors, LLC 401(k) and Profit Sharing PlanManning & Napier Advisors, L…$130MVcna 401(k) Profit Sharing PlanVcna 401(k) Profit Sharing P…$130M
End-of-year total assets ($M) among Delicato Vineyards Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$113M
Net Assets (End of Year)$130M
Net Income$17M
Employer EIN942212174
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Delicato Vineyards, LLC)

Sponsor-wide plan assets over time

All Delicato Vineyards, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$146M 28.596661078937764% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $113M $146M ▲ +28.6%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Delicato Vineyards Employee Retirement Plan, Total assets ($B): 0.129981039 · Participants: 1138Delicato Vineyards Employee 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
Delicato Vineyards Employee Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Delicato Vineyards Employee Retirement Plan side-by-side with 3 peers →

Delicato Vineyards Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rooney Holdings, Inc. 401(k) Savings Plan in OK ($130M); by covered participants it is Gresham Smith Employee Savings and Profit Sharing Plan in TN (1,138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,138 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 Delicato Vineyards Employee Retirement Plan assets move in 2023? ▼
Delicato Vineyards Employee Retirement Plan grew at a solid clip - up 14.7% during 2023, from $113M to $130M. Reported net income was $17M.
How have Delicato Vineyards, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Delicato Vineyards, LLC's sponsor-wide assets grew 28.6%, from $113M to $146M.
Where does Delicato Vineyards Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Delicato Vineyards Employee Retirement Plan ranks in the 93rd 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 Delicato Vineyards Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rooney Holdings, Inc. 401(k) Savings Plan in OK ($130M, 1,403 participants).
Which 401(k) plans cover a similar participant headcount to Delicato Vineyards Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gresham Smith Employee Savings and Profit Sharing Plan in TN (1,138 participants, $187M 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 942212174.

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.