401(k) · DOL Form 5500 · 2023

C. Mondavi & Family 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
93
Participants Small participant base
67th
Percentile by assets National rank
$158,564
Avg per participant Above avg balance/head
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Official DOL plan name: C. Mondavi & Family 401(k) Retirement Plan · Sponsored by C. Mondavi & Family · California · Manufacturing

$15M in assets, 93 participants

C. Mondavi & Family's C. Mondavi & Family 401(k) Retirement Plan reported $15M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #10,338 in Manufacturing (18,722 peers)

What the 2023 filing shows

C. Mondavi & Family 401(k) Retirement Plan holds $15M for 93 participants - about $158,564 per participant, above the median plan by assets.

#10,338
in Manufacturing (18,722 peers)
-0.8%
assets change YoY

The plan reported a net loss of $113K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

C. Mondavi & Family 401(k) Retirement Plan's outsized position by total assets

C. Mondavi & Family 401(k) Retirement Plan vs every filed plan by assets

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

$14,746,410 Top 33% higher than 67% 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

C. Mondavi & Family 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. C. Mondavi & Family 401(k) Retirement Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • C. Mondavi & Family 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to -$113K in the plan year 2023 filing.
  • C. Mondavi & Family 401(k) Retirement Plan reported participants fell from 109 in the plan year 2022 filing to 93 in the plan year 2023 filing.
  • C. Mondavi & Family 401(k) Retirement Plan end-of-year assets fell from $15M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941087246 · C. Mondavi & Family PY 2023 · 401(k)

C. Mondavi & Family 401(k) Retirement Plan · $15M · 93 · 67th

  • VS-ST $15M
  • VS-ST 93
  • VS-ST 67th
  • VS-ST 401(k)
  • VS-ST near Plastic Surgery Center of Huntsville, Inc 401(k) Profit Sharing Plan
  • VS-ST ind #10338

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 →

C. Mondavi & Family 401(k) Retirement Plan in the asset neighbourhood

C. Mondavi & Family 401(k) Retirement PlanC. Mondavi & Family 401(k) R…$15MPlastic Surgery Center of Huntsville, Inc 401(k) Profit Sharing PlanPlastic Surgery Center of Hu…$15MWeisgram Metal Fab, Inc. 401(k) PlanWeisgram Metal Fab, Inc. 401…$15MTab Products Co. Tax Deferred Savings PlanTab Products Co. Tax Deferre…$15MGreat Lakes Dental Technologies Ltd. 401(k) Savings PlanGreat Lakes Dental Technolog…$15M
End-of-year total assets ($M) among C. Mondavi & Family 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income-$113K
Employer EIN941087246
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (C. Mondavi & Family)

Sponsor-wide plan assets over time

All C. Mondavi & Family plans reported in each filing year

Latest sponsor-wide plan assets
$16M 9.371007754953354% vs 2022
2024 filing year
$14.5M$15M$15.5M$16M$16.5M 202220232024 $14.9M $16.3M ▲ +9.4%
Year Plans Participants Total Assets
2022 1 109 $15M
2023 1 93 $15M
2024 1 89 $16M

Nearby 401(k) Plans in California

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

C. Mondavi & Family 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants C. Mondavi & Family 401(k) Retirement Plan, Total assets ($B): 0.01474641 · Participants: 93C. Mondavi & Family 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
C. Mondavi & Family 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare C. Mondavi & Family 401(k) Retirement Plan side-by-side with 3 peers →

C. Mondavi & Family 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Plastic Surgery Center of Huntsville, Inc 401(k) Profit Sharing Plan in AL ($15M); by covered participants it is Bchh Inc 401(k) Profit Sharing Plan & Trust in PA (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 C. Mondavi & Family 401(k) Retirement Plan assets move in 2023? ▼
C. Mondavi & Family 401(k) Retirement Plan held essentially flat - down 0.8% during 2023, from $15M to $15M. Reported net income was -$113K.
How have C. Mondavi & Family plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C. Mondavi & Family's sponsor-wide assets grew 9.4%, from $15M to $16M.
Which 401(k) plans are similar in size to C. Mondavi & Family 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plastic Surgery Center of Huntsville, Inc 401(k) Profit Sharing Plan in AL ($15M, 42 participants).
Which 401(k) plans cover a similar participant headcount to C. Mondavi & Family 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bchh Inc 401(k) Profit Sharing Plan & Trust in PA (93 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 941087246.

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.