Defined Benefit (Pension) · DOL Form 5500 · 2023

California Winery Workers Pension Plan Trust Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
N/A
Participants Small participant base
76th
Percentile by assets National rank
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Official DOL plan name: California Winery Workers Pension Plan Trust · Sponsored by California Winery Workers Pension Plan Trust · California · Manufacturing

$24M in assets, N/A participants

California Winery Workers Pension Plan Trust's California Winery Workers Pension Plan Trust reported $24M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #12,518 in Manufacturing (18,722 peers)

Where California Winery Workers Pension Plan Trust sits by assets

California Winery Workers Pension Plan Trust sits in the top quartile of all filed plans by assets, $24M for N/A participants, down 29.5% in 2023.

#12,518
in Manufacturing (18,722 peers)
-29.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

California Winery Workers Pension Plan Trust's outsized position by total assets

California Winery Workers Pension Plan Trust vs every filed plan by assets

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

$24,347,475 Top 24% higher than 76% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California Winery Workers Pension Plan Trust reported net income rose from -$38M in the plan year 2022 filing to -$25M in the plan year 2023 filing.
  • California Winery Workers Pension Plan Trust end-of-year assets fell from $35M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 946082915 · California Winery Workers Pension Plan Trust PY 2023 · Defined Benefit (Pension)

California Winery Workers Pension Plan Trust · $24M · N/A · 76th

  • BOY $24M
  • SCH N/A
  • EBSA 76th
  • PART Defined Benefit (Pension)
  • TYPE near Pima Federal Credit Union Defined Benefit Plan and Trust
  • NET ind #12518

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 →

California Winery Workers Pension Plan Trust in the asset neighbourhood

Sanofi-Aventis Puerto Rico Pension PlanSanofi-Aventis Puerto Rico P…$24MPima Federal Credit Union Defined Benefit Plan and TrustPima Federal Credit Union De…$24MCalifornia Winery Workers Pension Plan TrustCalifornia Winery Workers Pe…$24MAmerican Optical Corporation Retirement PlanAmerican Optical Corporation…$24MSbera Pension Plan as Adopted by Eagle BankSbera Pension Plan as Adopte…$24M
End-of-year total assets ($M) among California Winery Workers Pension Plan Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)-$18M
Net Income-$25M
Employer EIN946082915
Plan Effective Date1960-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Winery Workers Pension Plan Trust)

Sponsor-wide plan assets over time

All California Winery Workers Pension Plan Trust plans reported in each filing year

Latest sponsor-wide plan assets
$14M 59.15287451341391% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $34.5M $14.1M ▼ -59.1%
Year Plans Participants Total Assets
2022 1 N/A $35M
2023 1 N/A $24M
2024 1 N/A $14M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

California Winery Workers Pension Plan Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants California Winery Workers Pension Plan Trust, Total assets ($B): 0.024347475 · Participants: 0California Winery Workers Pension Plan TrustKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
California Winery Workers Pension Plan Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare California Winery Workers Pension Plan Trust side-by-side with 3 peers →

California Winery Workers Pension Plan Trust's closest out-of-state Defined Benefit (Pension) peers by assets

Outside California, the nearest Defined Benefit (Pension) by end-of-year assets is Pima Federal Credit Union Defined Benefit Plan and Trust in AZ at $24M (this filing: $24M).

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 California Winery Workers Pension Plan Trust assets move in 2023? ▼
California Winery Workers Pension Plan Trust declined sharply - down 29.5% during 2023, from $35M to $24M. Reported net income was -$25M.
How have California Winery Workers Pension Plan Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Winery Workers Pension Plan Trust's sponsor-wide assets declined 59.2%, from $35M to $14M.
Where does California Winery Workers Pension Plan Trust rank by assets among Form 5500 filers? ▼
California Winery Workers Pension Plan Trust ranks in the 76th 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 Defined Benefit (Pension) plans are similar in size to California Winery Workers Pension Plan Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pima Federal Credit Union Defined Benefit Plan and Trust in AZ ($24M, 115 participants).

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 946082915.

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.