401(k) · DOL Form 5500 · 2023
The Wine Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $128M
- Total assets Near avg plan size
- 823
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $155,277
- Avg per participant Above avg balance/head
Official DOL plan name: The Wine Group Retirement & Savings Plan · Sponsored by The Wine Group, Inc. · California · Manufacturing
$128M in assets, 823 participants
The Wine Group, Inc.'s The Wine Group Retirement & Savings Plan reported $128M in total assets and 823 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #16,642 in Manufacturing (18,722 peers)
Where The Wine Group Retirement & Savings Plan sits by assets
The Wine Group Retirement & Savings Plan sits in the top 10% of all filed plans by assets, $128M for 823 participants (~$155,277/participant), up 10.0% in 2023.
- #16,642
- in Manufacturing (18,722 peers)
- +10.0%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
The Wine Group Retirement & Savings Plan's outsized position by total assets
The Wine Group Retirement & Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$127,793,251 Top 7% higher than 93% of 127,068 filed plans
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 Retirement & 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 Retirement & Savings Plan sits mid-pack in the medium band (823 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Wine Group Retirement & Savings Plan reported net income rose from -$21M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- The Wine Group Retirement & Savings Plan reported participants rose from 734 in the plan year 2022 filing to 823 in the plan year 2023 filing.
- The Wine Group Retirement & Savings Plan end-of-year assets rose from $116M in the plan year 2022 filing to $128M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 942756233 · The Wine Group, Inc. PY 2023 · 401(k)
The Wine Group Retirement & Savings Plan · $128M · 823 · 93rd
- EBSA $128M
- EBSA 823
- EBSA 93rd
- EBSA 401(k)
- EBSA near Layton Construction Company, LLC 401(k) Profit Sharing Plan
- EBSA ind #16642
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 Retirement & Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $116M |
|---|---|
| Net Assets (End of Year) | $128M |
| Net Income | $12M |
| Employer EIN | 942756233 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Wine Group, Inc.)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,085 | $130M |
| 2023 | 2 | 1,161 | $144M |
| 2024 | 2 | 1,107 | $153M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
The Wine Group Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Layton Construction Company, LLC 401(k) Profit Sharing Plan in UT ($128M); by covered participants it is Viking Group, Inc. Savings and Retirement Plan in MI (823 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($128M here).
- Layton Construction Company, LLC 401(k) Profit Sharing Plan (UT) $128M · 1,067
- Ogden Clinic Savings and Profit Sharing Plan (UT) $128M · 1,164
- Wahl Clipper Corporation 401(k) Profit Sharing Plan (IL) $128M · 1,179
- Roquette America, Inc. Retirement System (IA) $128M · 201
Similar participant headcount
Nearest other-state filings by covered participants (823 participants); asset peers above are excluded.
- Viking Group, Inc. Savings and Retirement Plan (MI) 823 · 0 off
- Carepoint Health, LLC 401(k) Profit Sharing Plan (CO) 823 · 0 off
- Bel Brands USA 401(k) and Profit Sharing Plan (IL) 823 · 0 off
- New Charter Technologies 401(k) Plan (CO) 823 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.