401(k) · DOL Form 5500 · 2023

The Wine Group, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
338
Participants Below avg headcount
69th
Percentile by assets National rank
$47,897
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Wine Group - Franzia Winery Retirement and Savings Plan · Sponsored by The Wine Group, Inc. · California · Manufacturing

$16M in assets, 338 participants

The Wine Group, Inc.'s The Wine Group - Franzia Winery Retirement and Savings Plan reported $16M in total assets and 338 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,760 in Manufacturing (18,722 peers)

The Wine Group, Inc. multi-year trail

The Wine Group, Inc.'s plans moved +17.2% in assets from 2022 to 2024; this filing shows The Wine Group - Franzia Winery Retirement and Savings Plan at $16M / 338 participants.

#10,760
in Manufacturing (18,722 peers)
+13.4%
assets growth YoY

The Wine Group - Franzia Winery Retirement and Savings Plan's outsized position by total assets

The Wine Group - Franzia Winery Retirement and Savings Plan vs every filed plan by assets

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

$16,189,350 Top 31% higher than 69% 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

The Wine Group - Franzia Winery Retirement and Savings 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. The Wine Group - Franzia Winery Retirement and Savings Plan sits mid-pack in the medium band (338 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Wine Group - Franzia Winery Retirement and Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Wine Group - Franzia Winery Retirement and Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • The Wine Group - Franzia Winery Retirement and Savings Plan reported participants fell from 351 in the plan year 2022 filing to 338 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942756233 · The Wine Group, Inc. PY 2023 · 401(k)

The Wine Group - Franzia Winery Retirement and Savings Plan · $16M · 338 · 69th

  • TYPE $16M
  • NET 338
  • BOOK 69th
  • VS-ST 401(k)
  • BOY near First State Bank of Middlebury 401(k) Psp
  • SCH ind #10760

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 →

The Wine Group - Franzia Winery Retirement and Savings Plan in the asset neighbourhood

The Wine Group - Franzia Winery Retirement and Savings PlanThe Wine Group - Franzia Win…$16MFirst State Bank of Middlebury 401(k) PspFirst State Bank of Middlebu…$16MToastmasters International, Inc. 401(k) Profit Sharing PlanToastmasters International, …$16MSimon Pearce (US) Inc. 401(k) Profit Sharing Plan & TrustSimon Pearce (US) Inc. 401(k…$16MHwc Engineering Savings and Retirement PlanHwc Engineering Savings and …$16M
End-of-year total assets ($M) among The Wine Group - Franzia Winery Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Wine Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Wine Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$153M 17.1871134452545% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $130M $153M ▲ +17.2%
Year Plans Participants Total Assets
2022 2 1,085 $130M
2023 2 1,161 $144M
2024 2 1,107 $153M

The Wine Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN942756233
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

The Wine Group - Franzia Winery Retirement and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Wine Group - Franzia Winery Retirement and Savings Plan, Total assets ($B): 0.01618935 · Participants: 338The Wine Group - Franzia Winery Retirement and Savings 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
The Wine Group - Franzia Winery Retirement and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Wine Group - Franzia Winery Retirement and Savings Plan side-by-side with 3 peers →

The Wine Group - Franzia Winery Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is First State Bank of Middlebury 401(k) Psp in IN ($16M); by covered participants it is Tempel Steel Co Savings & Investment Plan in IL (338 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (338 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 The Wine Group - Franzia Winery Retirement and Savings Plan assets move in 2023? ▼
The Wine Group - Franzia Winery Retirement and Savings Plan grew at a solid clip - up 13.4% during 2023, from $14M to $16M. Reported net income was $2M.
How have The Wine Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Wine Group, Inc.'s sponsor-wide assets grew 17.2%, from $130M to $153M.
Which 401(k) plans are similar in size to The Wine Group - Franzia Winery Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is First State Bank of Middlebury 401(k) Psp in IN ($16M, 104 participants).
Which 401(k) plans cover a similar participant headcount to The Wine Group - Franzia Winery Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tempel Steel Co Savings & Investment Plan in IL (338 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 942756233.

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.