401(k) · DOL Form 5500 · 2023

Foley Family Wines, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
710
Participants Below avg headcount
83rd
Percentile by assets National rank
$56,298
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Foley Family Wines 401(k) Plan · Sponsored by Foley Family Wines, Inc. · California · Manufacturing

$40M in assets, 710 participants

Foley Family Wines, Inc.'s Foley Family Wines 401(k) Plan reported $40M in total assets and 710 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,213 in Manufacturing (18,722 peers)

Where Foley Family Wines 401(k) Plan sits by assets

Foley Family Wines 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 710 participants (~$56,298/participant), up 42.1% in 2023.

#14,213
in Manufacturing (18,722 peers)
+42.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Foley Family Wines 401(k) Plan's outsized position by total assets

Foley Family Wines 401(k) Plan vs every filed plan by assets

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

$39,971,446 Top 17% higher than 83% 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

Foley Family Wines 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. Foley Family Wines 401(k) Plan sits mid-pack in the medium band (710 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Foley Family Wines 401(k) Plan reported net income rose from -$158K in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Foley Family Wines 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Foley Family Wines 401(k) Plan reported participants rose from 523 in the plan year 2022 filing to 710 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 260823176 · Foley Family Wines, Inc. PY 2023 · 401(k)

Foley Family Wines 401(k) Plan · $40M · 710 · 83rd

  • TYPE $40M
  • TYPE 710
  • TYPE 83rd
  • TYPE 401(k)
  • TYPE near Loren Cook Company 401(k) Plan
  • TYPE ind #14213

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 →

Foley Family Wines 401(k) Plan in the asset neighbourhood

Superior Industrial Solutions, Inc. Retirement PlanSuperior Industrial Solution…$40MBatteries Plus, LLC 401(k) PlanBatteries Plus, LLC 401(k) P…$40MFoley Family Wines 401(k) PlanFoley Family Wines 401(k) Pl…$40MLoren Cook Company 401(k) PlanLoren Cook Company 401(k) Pl…$40MBank Independent 401(k) Profit Sharing PlanBank Independent 401(k) Prof…$40M
End-of-year total assets ($M) among Foley Family Wines 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)$28M
Net Assets (End of Year)$40M
Net Income$9M
Employer EIN260823176
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Foley Family Wines, Inc.)

Sponsor-wide plan assets over time

All Foley Family Wines, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 69.9187617694718% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $28.1M $47.8M ▲ +69.9%
Year Plans Participants Total Assets
2022 1 523 $28M
2023 1 710 $40M
2024 1 655 $48M

Nearby 401(k) Plans in California

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

Foley Family Wines 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Foley Family Wines 401(k) Plan, Total assets ($B): 0.039971446 · Participants: 710Foley Family Wines 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
Foley Family Wines 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Foley Family Wines 401(k) Plan side-by-side with 3 peers →

Foley Family Wines 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Loren Cook Company 401(k) Plan in MO ($40M); by covered participants it is Johnson Electric North America Inc in OH (710 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (710 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 Foley Family Wines 401(k) Plan assets move in 2023? ▼
Foley Family Wines 401(k) Plan surged - up 42.1% during 2023, from $28M to $40M. Reported net income was $9M.
How have Foley Family Wines, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Foley Family Wines, Inc.'s sponsor-wide assets grew 69.9%, from $28M to $48M.
Where does Foley Family Wines 401(k) Plan rank by assets among Form 5500 filers? ▼
Foley Family Wines 401(k) Plan ranks in the 83rd 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 Foley Family Wines 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Loren Cook Company 401(k) Plan in MO ($40M, 378 participants).
Which 401(k) plans cover a similar participant headcount to Foley Family Wines 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Johnson Electric North America Inc in OH (710 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 260823176.

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.