401(k)
2023 plan-year 401(k) DOL Form 5500

Scheid Vineyards California Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Scheid Vineyards California Inc. · California · Agriculture, Forestry & Fishing

What the 2023 filing shows

Scheid Vineyards California Inc. 401(k) Plan holds $18M for 158 participants — about $112,978 per participant, up 21.1% over the 2023 plan year.

$18M
total plan assets (2023 EOY)
158
covered participants
$112,978
avg assets per participant
+21.1%
assets growth YoY
Total Assets (2023)
$18M
Participants
158
State
Industry
Agriculture, Forestry & Fishing

What the Filing Says About Scheid Vineyards California Inc. 401(k) Plan

Scheid Vineyards California Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Scheid Vineyards California Inc., headquartered in California. As of the 2023 Form 5500 filing, the plan reports $18M in total end-of-year assets and covers 158 participants across the Agriculture, Forestry & Fishing industry. The sponsor's EIN on file with the U.S. Department of Labor is 952766024, and the plan has been effective since 1995-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $15M at the beginning of 2023 to $18M at year-end — a gain of 21.1%. Net assets (after liabilities) closed the year at $18M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$15M
Total Assets (End of Year)$18M
Net Assets (End of Year)$18M
Net Income$3M
Plan Type401(k)
Employer EIN952766024
Plan Effective Date1995-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scheid Vineyards California Inc.)

Year Plans Participants Total Assets
2022 2 252 $16M
2023 2 233 $20M
2024 1 157 $16M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the Scheid Vineyards California Inc. 401(k) Plan?
As of the 2023 Form 5500 filing, Scheid Vineyards California Inc. 401(k) Plan holds $18M in total assets with 158 participants. It is sponsored by Scheid Vineyards California Inc..
What type of plan is Scheid Vineyards California Inc. 401(k) Plan?
Scheid Vineyards California Inc. 401(k) Plan is a 401(k) plan. It has been effective since 1995-09-01. The plan is filed with the U.S. Department of Labor under EIN 952766024.
Who sponsors the Scheid Vineyards California Inc. 401(k) Plan?
Scheid Vineyards California Inc. 401(k) Plan is sponsored by Scheid Vineyards California Inc., located in California. The sponsor's EIN is 952766024 and the plan operates in the Agriculture, Forestry & Fishing industry.
How did Scheid Vineyards California Inc. 401(k) Plan perform in 2023?
Scheid Vineyards California Inc. 401(k) Plan grew by 21.1% during 2023, moving from $15M to $18M in total assets. Net income was $3M.
Where can I find official filings for Scheid Vineyards California Inc. 401(k) Plan?
Official Form 5500 filings for Scheid Vineyards California Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 952766024 or plan name at efast.dol.gov.
How does Scheid Vineyards California Inc. 401(k) Plan compare to other plans?
You can compare Scheid Vineyards California Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 952766024.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.