401(k) · DOL Form 5500 · 2023

The Wine Group, Inc. 401(k) Plan

Data updated 2026-08-11

$128M
Total assets
823
Participants
93rd
Percentile by assets
$155,277
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$128M
total plan assets (2023 EOY)
823
covered participants
93rd
percentile by assets (of 127,072 plans)
$155,277
avg assets per participant

Where The Wine Group Retirement & Savings Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
California
Industry
Manufacturing

The Wine Group Retirement & Savings Plan vs the 2023 asset distribution

By assets, The Wine Group Retirement & Savings Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$128M
Net Income$12M
Employer EIN942756233
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Wine Group, Inc.)

$120M$130M$140M$150M$160M 202220232024 $130M $153M ▲ +17.2%
Total plan assets by year, all The Wine Group, Inc. plans on file
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.

The Wine Group Retirement & Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Wine Group Retir…, Total assets ($B): 0.127793251 · Participants: 823The Wine Group Retir…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Wine Group Retirement & Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Wine Group Retirement & Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Wine Group Retirement & Savings Plan by total assets, not by location.

Frequently Asked Questions

How did The Wine Group Retirement & Savings Plan assets move in 2023? ▼
The Wine Group Retirement & Savings Plan grew at a solid clip - up 10.0% during 2023, from $116M to $128M. Reported net income was $12M.
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.
Where does The Wine Group Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
The Wine Group Retirement & Savings Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Wine Group Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Layton Construction Company, LLC 401(k) Profit Sharing Plan in UT ($128M, 1,067 participants).

Next read for The Wine Group Retirement & Savings Plan

Scale reading

Ways to act on The Wine Group Retirement & Savings Plan's numbers.

  • By total assets, The Wine Group Retirement & Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • The Wine Group, Inc.'s sponsor-wide assets have grown 17.2% since 2022 across 3 plan years on file. More Manufacturing plans

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.