401(k) · DOL Form 5500 · 2023

Wente Vineyards 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
230
Participants Below avg headcount
80th
Percentile by assets National rank
$133,247
Avg per participant Near avg balance/head
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Official DOL plan name: Wente Family Estates 401(k) Profit Sharing Plan & Trust · Sponsored by Wente Vineyards · California · Manufacturing

$31M in assets, 230 participants

Wente Vineyards's Wente Family Estates 401(k) Profit Sharing Plan & Trust reported $31M in total assets and 230 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #13,386 in Manufacturing (18,722 peers)

Coverage in California

Wente Family Estates 401(k) Profit Sharing Plan & Trust covers 230 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $31M.

#13,386
in Manufacturing (18,722 peers)
+5.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Wente Family Estates 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Wente Family Estates 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$30,646,734 Top 20% higher than 80% 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

Wente Family Estates 401(k) Profit Sharing Plan & Trust 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. Wente Family Estates 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (230 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wente Family Estates 401(k) Profit Sharing Plan & Trust reported net income rose from -$8M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Wente Family Estates 401(k) Profit Sharing Plan & Trust reported participants fell from 373 in the plan year 2022 filing to 230 in the plan year 2023 filing.
  • Wente Family Estates 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $29M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 941051349 · Wente Vineyards PY 2023 · 401(k)

Wente Family Estates 401(k) Profit Sharing Plan & Trust · $31M · 230 · 80th

  • TYPE $31M
  • TYPE 230
  • TYPE 80th
  • TYPE 401(k)
  • TYPE near Concept 2001, Inc. 401(k) Plan
  • TYPE ind #13386

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 →

Wente Family Estates 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Wente Family Estates 401(k) Profit Sharing Plan & TrustWente Family Estates 401(k) …$31MKatun Corporation Employee Retirement Benefit and Savings PlanKatun Corporation Employee R…$31MElevatebio Technologies, Inc. 401(k) PlanElevatebio Technologies, Inc…$31MConcept 2001, Inc. 401(k) PlanConcept 2001, Inc. 401(k) Pl…$31MS. Abraham & Sons 401(k) Retirement Savings PlanS. Abraham & Sons 401(k) Ret…$31M
End-of-year total assets ($M) among Wente Family Estates 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$31M
Net Income$2M
Employer EIN941051349
Plan Effective Date1976-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wente Vineyards)

Sponsor-wide plan assets over time

All Wente Vineyards plans reported in each filing year

Latest sponsor-wide plan assets
$34M 16.70942914107972% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.1M $34M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 373 $29M
2023 1 230 $31M
2024 1 190 $34M

Nearby 401(k) Plans in California

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

Wente Family Estates 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Wente Family Estates 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.030646734 · Participants: 230Wente Family Estates 401(k) Profit Sharing Plan & TrustWells 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
Wente Family Estates 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Wente Family Estates 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Wente Family Estates 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Concept 2001, Inc. 401(k) Plan in SC ($31M); by covered participants it is D2g Group, LLC 401(k) Plan in MA (230 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Wente Family Estates 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Wente Family Estates 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 5.4% during 2023, from $29M to $31M. Reported net income was $2M.
How have Wente Vineyards plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wente Vineyards's sponsor-wide assets grew 16.7%, from $29M to $34M.
Where does Wente Family Estates 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Wente Family Estates 401(k) Profit Sharing Plan & Trust ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wente Family Estates 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Concept 2001, Inc. 401(k) Plan in SC ($31M, 1,949 participants).
Which 401(k) plans cover a similar participant headcount to Wente Family Estates 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is D2g Group, LLC 401(k) Plan in MA (230 participants, $7M 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 941051349.

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.