401(k) · DOL Form 5500 · 2023

San Antonio Winery, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
347
Participants Below avg headcount
78th
Percentile by assets National rank
$77,480
Avg per participant Below avg balance/head
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Official DOL plan name: San Antonio Winery, Inc. 401(k) Plan · Sponsored by San Antonio Winery, Inc. · California · Manufacturing

$27M in assets, 347 participants

San Antonio Winery, Inc.'s San Antonio Winery, Inc. 401(k) Plan reported $27M in total assets and 347 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #12,892 in Manufacturing (18,722 peers)

Where San Antonio Winery, Inc. 401(k) Plan sits by assets

San Antonio Winery, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 347 participants (~$77,480/participant), up 17.1% in 2023.

#12,892
in Manufacturing (18,722 peers)
+17.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

San Antonio Winery, Inc. 401(k) Plan's outsized position by total assets

San Antonio Winery, Inc. 401(k) Plan vs every filed plan by assets

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

$26,885,620 Top 22% higher than 78% 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

San Antonio Winery, Inc. 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. San Antonio Winery, Inc. 401(k) Plan sits mid-pack in the medium band (347 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • San Antonio Winery, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • San Antonio Winery, Inc. 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • San Antonio Winery, Inc. 401(k) Plan reported participants rose from 312 in the plan year 2022 filing to 347 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 951824179 · San Antonio Winery, Inc. PY 2023 · 401(k)

San Antonio Winery, Inc. 401(k) Plan · $27M · 347 · 78th

  • EIN $27M
  • RANK 347
  • PHOTO 78th
  • IND 401(k)
  • EOY near J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan
  • 5500 ind #12892

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 →

San Antonio Winery, Inc. 401(k) Plan in the asset neighbourhood

San Antonio Winery, Inc. 401(k) PlanSan Antonio Winery, Inc. 401…$27MJ.C. Steele & Sons,Inc Profit Sharing and Retirement Savings PlanJ.C. Steele & Sons,Inc Profi…$27MGeo Specialty Chemicals, Inc. Savings PlanGeo Specialty Chemicals, Inc…$27MMcmillan Pazdan Smith, LLC 401(k) PlanMcmillan Pazdan Smith, LLC 4…$27MKalamazoo Plumbers & Pipefitters Local 357 401(k) PlanKalamazoo Plumbers & Pipefit…$27M
End-of-year total assets ($M) among San Antonio Winery, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN951824179
Plan Effective Date1970-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (San Antonio Winery, Inc.)

Sponsor-wide plan assets over time

All San Antonio Winery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 1.6473528555108947% vs 2022
2024 filing year
$32M$34M$36M$38M$40M 202220232024 $33.8M $34.3M ▲ +1.6%
Year Plans Participants Total Assets
2022 2 582 $34M
2023 2 630 $38M
2024 2 689 $34M

Nearby 401(k) Plans in California

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

San Antonio Winery, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants San Antonio Winery, Inc. 401(k) Plan, Total assets ($B): 0.02688562 · Participants: 347San Antonio Winery, Inc. 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
San Antonio Winery, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare San Antonio Winery, Inc. 401(k) Plan side-by-side with 3 peers →

San Antonio Winery, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan in NC ($27M); by covered participants it is Rug Doctor, LLC 401(k) Retirement Plan in TX (347 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (347 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 San Antonio Winery, Inc. 401(k) Plan assets move in 2023? ▼
San Antonio Winery, Inc. 401(k) Plan grew sharply - up 17.1% during 2023, from $23M to $27M. Reported net income was $4M.
How have San Antonio Winery, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Antonio Winery, Inc.'s sponsor-wide assets grew 1.6%, from $34M to $34M.
Where does San Antonio Winery, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
San Antonio Winery, Inc. 401(k) Plan ranks in the 78th 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 San Antonio Winery, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is J.C. Steele & Sons,Inc Profit Sharing and Retirement Savings Plan in NC ($27M, 134 participants).
Which 401(k) plans cover a similar participant headcount to San Antonio Winery, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rug Doctor, LLC 401(k) Retirement Plan in TX (347 participants, $16M 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 951824179.

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.