401(k) · DOL Form 5500 · 2023

Caymus Vineyards 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
349
Participants Below avg headcount
84th
Percentile by assets National rank
$120,790
Avg per participant Near avg balance/head
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Official DOL plan name: Caymus Vineyards 401(k) and Profit Sharing Plan · Sponsored by Caymus Vineyards · California · Manufacturing

$42M in assets, 349 participants

Caymus Vineyards's Caymus Vineyards 401(k) and Profit Sharing Plan reported $42M in total assets and 349 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #14,359 in Manufacturing (18,722 peers)

Where Caymus Vineyards 401(k) and Profit Sharing Plan sits by assets

Caymus Vineyards 401(k) and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $42M for 349 participants (~$120,790/participant), up 31.5% in 2023.

#14,359
in Manufacturing (18,722 peers)
+31.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Caymus Vineyards 401(k) and Profit Sharing Plan's outsized position by total assets

Caymus Vineyards 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$42,155,578 Top 16% higher than 84% 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

Caymus Vineyards 401(k) and Profit Sharing 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. Caymus Vineyards 401(k) and Profit Sharing Plan sits mid-pack in the medium band (349 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caymus Vineyards 401(k) and Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Caymus Vineyards 401(k) and Profit Sharing Plan end-of-year assets rose from $32M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Caymus Vineyards 401(k) and Profit Sharing Plan reported participants rose from 269 in the plan year 2022 filing to 349 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942151816 · Caymus Vineyards PY 2023 · 401(k)

Caymus Vineyards 401(k) and Profit Sharing Plan · $42M · 349 · 84th

  • PART $42M
  • PART 349
  • PART 84th
  • PART 401(k)
  • PART near Healthcare Information and Management Systems Society 401(k) Plan
  • PART ind #14359

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 →

Caymus Vineyards 401(k) and Profit Sharing Plan in the asset neighbourhood

Caymus Vineyards 401(k) and Profit Sharing PlanCaymus Vineyards 401(k) and …$42MHealthcare Information and Management Systems Society 401(k) PlanHealthcare Information and M…$42MRosen USA 401(k) Plan$42MAtl Hawks LLC 401(k) Retirement PlanAtl Hawks LLC 401(k) Retirem…$42MNorth Georgia Electric Membership Corporation 401(k) PlanNorth Georgia Electric Membe…$42M
End-of-year total assets ($M) among Caymus Vineyards 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$42M
Net Income$10M
Employer EIN942151816
Plan Effective Date2005-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Caymus Vineyards)

Sponsor-wide plan assets over time

All Caymus Vineyards plans reported in each filing year

Latest sponsor-wide plan assets
$53M 66.04275334945484% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $32.1M $53.2M ▲ +66.0%
Year Plans Participants Total Assets
2022 1 269 $32M
2023 1 349 $42M
2024 1 375 $53M

Nearby 401(k) Plans in California

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

Caymus Vineyards 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Caymus Vineyards 401(k) and Profit Sharing Plan, Total assets ($B): 0.042155578 · Participants: 349Caymus Vineyards 401(k) and Profit Sharing 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
Caymus Vineyards 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Caymus Vineyards 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Caymus Vineyards 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Healthcare Information and Management Systems Society 401(k) Plan in IL ($42M); by covered participants it is Csc Investments, LLC 401(k) Plan in TN (349 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (349 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 Caymus Vineyards 401(k) and Profit Sharing Plan assets move in 2023? ▼
Caymus Vineyards 401(k) and Profit Sharing Plan surged - up 31.5% during 2023, from $32M to $42M. Reported net income was $10M.
How have Caymus Vineyards plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caymus Vineyards's sponsor-wide assets grew 66.0%, from $32M to $53M.
Where does Caymus Vineyards 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Caymus Vineyards 401(k) and Profit Sharing Plan ranks in the 84th 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 Caymus Vineyards 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Healthcare Information and Management Systems Society 401(k) Plan in IL ($42M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Caymus Vineyards 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Csc Investments, LLC 401(k) Plan in TN (349 participants, N/A 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 942151816.

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.