401(k) · DOL Form 5500 · 2023

Trefethen Family Winery, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
131
Participants Small participant base
58th
Percentile by assets National rank
$73,986
Avg per participant Below avg balance/head
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Official DOL plan name: Trefethen Profit Sharing and 401(k) Savings Plan · Sponsored by Trefethen Family Winery, LLC · California · Manufacturing

$10M in assets, 131 participants

Trefethen Family Winery, LLC's Trefethen Profit Sharing and 401(k) Savings Plan reported $10M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #8,225 in Manufacturing (18,722 peers)

Coverage in California

Trefethen Profit Sharing and 401(k) Savings Plan covers 131 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $10M.

#8,225
in Manufacturing (18,722 peers)
+3.2%
assets growth YoY

Trefethen Profit Sharing and 401(k) Savings Plan's mid-pack asset rank among Manufacturing and all filers

Trefethen Profit Sharing and 401(k) Savings Plan vs every filed plan by assets

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

$9,692,223 Top 42% higher than 58% 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

Trefethen Profit Sharing and 401(k) 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. Trefethen Profit Sharing and 401(k) Savings Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trefethen Profit Sharing and 401(k) Savings Plan reported net income rose from -$896K in the plan year 2022 filing to $297K in the plan year 2023 filing.
  • Trefethen Profit Sharing and 401(k) Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Trefethen Profit Sharing and 401(k) Savings Plan reported participants rose from 129 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942474359 · Trefethen Family Winery, LLC PY 2023 · 401(k)

Trefethen Profit Sharing and 401(k) Savings Plan · $10M · 131 · 58th

  • IND $10M
  • IND 131
  • IND 58th
  • IND 401(k)
  • IND near Collegetown Bagels, Inc 401(k) Plan
  • IND ind #8225

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 →

Trefethen Profit Sharing and 401(k) Savings Plan in the asset neighbourhood

Trefethen Profit Sharing and 401(k) Savings PlanTrefethen Profit Sharing and…$10MCollegetown Bagels, Inc 401(k) PlanCollegetown Bagels, Inc 401(…$10MSystems Integration Specialist 401(k) Profit Sharing Plan & TrustSystems Integration Speciali…$10MTakara Belmont USA, Inc. 401(k) Retirement PlanTakara Belmont USA, Inc. 401…$10MTrion Industries, Inc. Employee's 401(k) Savings PlanTrion Industries, Inc. Emplo…$10M
End-of-year total assets ($M) among Trefethen Profit Sharing and 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$297K
Employer EIN942474359
Plan Effective Date1979-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trefethen Family Winery, LLC)

Sponsor-wide plan assets over time

All Trefethen Family Winery, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 12.19674310048413% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M$11M 202220232024 $9.4M $10.5M ▲ +12.1%
Year Plans Participants Total Assets
2022 1 129 $9M
2023 1 131 $10M
2024 1 123 $11M

Nearby 401(k) Plans in California

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

Trefethen Profit Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Trefethen Profit Sharing and 401(k) Savings Plan, Total assets ($B): 0.009692223 · Participants: 131Trefethen Profit Sharing and 401(k) 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
Trefethen Profit Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Trefethen Profit Sharing and 401(k) Savings Plan side-by-side with 3 peers →

Trefethen Profit Sharing and 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Collegetown Bagels, Inc 401(k) Plan in NY ($10M); by covered participants it is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Trefethen Profit Sharing and 401(k) Savings Plan assets move in 2023? ▼
Trefethen Profit Sharing and 401(k) Savings Plan edged up modestly - up 3.2% during 2023, from $9M to $10M. Reported net income was $297K.
How have Trefethen Family Winery, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trefethen Family Winery, LLC's sponsor-wide assets grew 12.2%, from $9M to $11M.
Which 401(k) plans are similar in size to Trefethen Profit Sharing and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Collegetown Bagels, Inc 401(k) Plan in NY ($10M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Trefethen Profit Sharing and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 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 942474359.

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.