401(k) · DOL Form 5500 · 2023
California Association of Winegrape Growers 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 1,068
- Participants Near avg headcount
- 75th
- Percentile by assets National rank
- $21,467
- Avg per participant Low balance/head
Official DOL plan name: California Association of Winegrape Growers Retirement Plan and Trust · Sponsored by California Association of Winegrape Growers · California · Agriculture, Forestry & Fishing
$23M in assets, 1,068 participants
California Association of Winegrape Growers's California Association of Winegrape Growers Retirement Plan and Trust reported $23M in total assets and 1,068 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #1,064 in Agriculture, Forestry & Fishing (1,288 peers)
Where California Association of Winegrape Growers Retirement Plan and Trust sits by assets
California Association of Winegrape Growers Retirement Plan and Trust sits in the top quartile of all filed plans by assets, $23M for 1,068 participants (~$21,467/participant), up 24.8% in 2023.
- #1,064
- in Agriculture, Forestry & Fishing (1,288 peers)
- +24.8%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
California Association of Winegrape Growers Retirement Plan and Trust's outsized position by total assets
California Association of Winegrape Growers Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,926,709 Top 25% higher than 75% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
California Association of Winegrape Growers Retirement Plan and Trust'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. California Association of Winegrape Growers Retirement Plan and Trust lands in the large band (1,068 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- California Association of Winegrape Growers Retirement Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- California Association of Winegrape Growers Retirement Plan and Trust end-of-year assets rose from $18M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- California Association of Winegrape Growers Retirement Plan and Trust reported participants rose from 1,018 in the plan year 2022 filing to 1,068 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 942292593 · California Association of Winegrape Growers PY 2023 · 401(k)
California Association of Winegrape Growers Retirement Plan and Trust · $23M · 1,068 · 75th
- SCH $23M
- EBSA 1,068
- PART 75th
- TYPE 401(k)
- NET near Portland Cement Association Long-Term Savings and Thrift Plans
- BOOK ind #1064
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 →
California Association of Winegrape Growers Retirement Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $4M |
| Employer EIN | 942292593 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (California Association of Winegrape Growers)
Sponsor-wide plan assets over time
All California Association of Winegrape Growers plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 8.788076432105761% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,018 | $18M |
| 2023 | 1 | 1,068 | $23M |
| 2024 | 1 | 1,066 | $20M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
California Association of Winegrape Growers Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Portland Cement Association Long-Term Savings and Thrift Plans in DC ($23M); by covered participants it is Florida Multiemployer 401(k) Plan in TN (1,068 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,068 participants); asset peers above are excluded.
- Florida Multiemployer 401(k) Plan (TN) 1,068 · 0 off
- Benore Logistic Systems Inc 401(k) Profit Sharing Plan & Trust (MI) 1,068 · 0 off
- Bigcommerce 401(k) Plan (TX) 1,068 · 0 off
- Abel Hr Multi 401(k) and Savings Plan (NJ) 1,068 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.