401(k) · DOL Form 5500 · 2023

Mesa Vineyard Management, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
367
Participants Below avg headcount
71st
Percentile by assets National rank
$50,060
Avg per participant Low balance/head
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Official DOL plan name: Mesa Vineyard 401(k) Retirement Plan · Sponsored by Mesa Vineyard Management, Inc. · California · Agriculture, Forestry & Fishing

$18M in assets, 367 participants

Mesa Vineyard Management, Inc.'s Mesa Vineyard 401(k) Retirement Plan reported $18M in total assets and 367 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #1,009 in Agriculture, Forestry & Fishing (1,288 peers)

Mesa Vineyard Management, Inc. multi-year trail

Mesa Vineyard Management, Inc.'s plans moved +13.9% in assets from 2022 to 2024; this filing shows Mesa Vineyard 401(k) Retirement Plan at $18M / 367 participants.

#1,009
in Agriculture, Forestry & Fishing (1,288 peers)
+12.9%
assets growth YoY

Mesa Vineyard 401(k) Retirement Plan's outsized position by total assets

Mesa Vineyard 401(k) Retirement Plan vs every filed plan by assets

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

$18,371,895 Top 29% higher than 71% 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

Mesa Vineyard 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. Mesa Vineyard 401(k) Retirement Plan sits mid-pack in the medium band (367 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mesa Vineyard 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mesa Vineyard 401(k) Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Mesa Vineyard 401(k) Retirement Plan reported participants rose from 360 in the plan year 2022 filing to 367 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 770202905 · Mesa Vineyard Management, Inc. PY 2023 · 401(k)

Mesa Vineyard 401(k) Retirement Plan · $18M · 367 · 71st

  • ASSETS $18M
  • PCT 367
  • EIN 71st
  • RANK 401(k)
  • PHOTO near Asic North 401(k) Plan
  • IND ind #1009

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 →

Mesa Vineyard 401(k) Retirement Plan in the asset neighbourhood

South Community Inc. 401(k) Retirement PlanSouth Community Inc. 401(k) …$18MMesa Vineyard 401(k) Retirement PlanMesa Vineyard 401(k) Retirem…$18MAsic North 401(k) Plan$18MApplied Engineering Solutions, Inc. 401(k) PlanApplied Engineering Solution…$18MDsb Technologies, LLC Savings and Retirement PlanDsb Technologies, LLC Saving…$18M
End-of-year total assets ($M) among Mesa Vineyard 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mesa Vineyard Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mesa Vineyard Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 13.937019841545675% vs 2022
2024 filing year
$16M$17M$18M$19M 202220232024 $16.3M $18.5M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 360 $16M
2023 1 367 $18M
2024 1 448 $19M

Mesa Vineyard Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN770202905
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Mesa Vineyard 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mesa Vineyard 401(k) Retirement Plan, Total assets ($B): 0.018371895 · Participants: 367Mesa Vineyard 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
Mesa Vineyard 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mesa Vineyard 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Asic North 401(k) Plan in VT ($18M); by covered participants it is Lacerta Group, LLC 401(k) Plan in MA (367 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (367 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 Mesa Vineyard 401(k) Retirement Plan assets move in 2023? ▼
Mesa Vineyard 401(k) Retirement Plan grew at a solid clip - up 12.9% during 2023, from $16M to $18M. Reported net income was $2M.
How have Mesa Vineyard Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mesa Vineyard Management, Inc.'s sponsor-wide assets grew 13.9%, from $16M to $19M.
Which 401(k) plans are similar in size to Mesa Vineyard 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Asic North 401(k) Plan in VT ($18M, 61 participants).
Which 401(k) plans cover a similar participant headcount to Mesa Vineyard 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lacerta Group, LLC 401(k) Plan in MA (367 participants, $5M 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 770202905.

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.