401(k) · DOL Form 5500 · 2023

Opus One Winery, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
112
Participants Small participant base
74th
Percentile by assets National rank
$195,589
Avg per participant Above avg balance/head
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Official DOL plan name: Opus One 401(k) Plan · Sponsored by Opus One Winery, LLC · California · Manufacturing

$22M in assets, 112 participants

Opus One Winery, LLC's Opus One 401(k) Plan reported $22M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #12,094 in Manufacturing (18,722 peers)

Coverage in California

Opus One 401(k) Plan covers 112 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $22M.

#12,094
in Manufacturing (18,722 peers)
+10.5%
assets growth YoY

Opus One 401(k) Plan's outsized position by total assets

Opus One 401(k) Plan vs every filed plan by assets

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

$21,905,983 Top 26% higher than 74% 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

Opus One 401(k) 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. Opus One 401(k) Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Opus One 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Opus One 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Opus One 401(k) Plan reported participants rose from 110 in the plan year 2022 filing to 112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 680235610 · Opus One Winery, LLC PY 2023 · 401(k)

Opus One 401(k) Plan · $22M · 112 · 74th

  • ASSETS $22M
  • ASSETS 112
  • ASSETS 74th
  • ASSETS 401(k)
  • ASSETS near Dadco, Inc. 401(k) Plan
  • ASSETS ind #12094

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 →

Opus One 401(k) Plan in the asset neighbourhood

Opus One 401(k) Plan$22MDadco, Inc. 401(k) Plan$22MCenturion Investments, Inc. 401(k) Plan and TrustCenturion Investments, Inc. …$22MMicrolumen 401(k) Plan$22MAthenix Solutions Group, LLC 401(k) PlanAthenix Solutions Group, LLC…$22M
End-of-year total assets ($M) among Opus One 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN680235610
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Opus One Winery, LLC)

Sponsor-wide plan assets over time

All Opus One Winery, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 27.464870564828743% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.8M $25.3M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 110 $20M
2023 1 112 $22M
2024 1 112 $25M

Nearby 401(k) Plans in California

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

Opus One 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Opus One 401(k) Plan, Total assets ($B): 0.021905983 · Participants: 112Opus One 401(k) 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
Opus One 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Opus One 401(k) Plan side-by-side with 3 peers →

Opus One 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dadco, Inc. 401(k) Plan in MI ($22M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Opus One 401(k) Plan assets move in 2023? ▼
Opus One 401(k) Plan grew at a solid clip - up 10.5% during 2023, from $20M to $22M. Reported net income was $2M.
How have Opus One Winery, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Opus One Winery, LLC's sponsor-wide assets grew 27.5%, from $20M to $25M.
Which 401(k) plans are similar in size to Opus One 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dadco, Inc. 401(k) Plan in MI ($22M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Opus One 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 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 680235610.

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.