Defined Benefit (Pension) · DOL Form 5500 · 2023

San Antonio Winery, Inc. Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
283
Participants Below avg headcount
61st
Percentile by assets National rank
$39,456
Avg per participant Low balance/head
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Official DOL plan name: San Antonio Winery, Inc. Defined Benefit Pension Plan · Sponsored by San Antonio Winery, Inc. · California · Manufacturing

$11M in assets, 283 participants

San Antonio Winery, Inc.'s San Antonio Winery, Inc. Defined Benefit Pension Plan reported $11M in total assets and 283 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #8,931 in Manufacturing (18,722 peers)

Coverage in California

San Antonio Winery, Inc. Defined Benefit Pension Plan covers 283 participants in California, about 45% of the average California filer (state average ~630 per filing). Assets: $11M.

#8,931
in Manufacturing (18,722 peers)
+3.3%
assets growth YoY

San Antonio Winery, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Manufacturing and all filers

San Antonio Winery, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$11,165,943 Top 39% higher than 61% 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

San Antonio Winery, Inc. Defined Benefit Pension 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. San Antonio Winery, Inc. Defined Benefit Pension Plan sits mid-pack in the medium band (283 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • San Antonio Winery, Inc. Defined Benefit Pension Plan reported net income rose from -$279K in the plan year 2022 filing to $355K in the plan year 2023 filing.
  • San Antonio Winery, Inc. Defined Benefit Pension Plan reported participants rose from 270 in the plan year 2022 filing to 283 in the plan year 2023 filing.
  • San Antonio Winery, Inc. Defined Benefit Pension Plan end-of-year assets rose from $11M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 951824179 · San Antonio Winery, Inc. PY 2023 · Defined Benefit (Pension)

San Antonio Winery, Inc. Defined Benefit Pension Plan · $11M · 283 · 61st

  • NET $11M
  • BOOK 283
  • VS-ST 61st
  • BOY Defined Benefit (Pension)
  • SCH near Jackson Walker L.L.P. Partners Cash Balance Plan IV
  • EBSA ind #8931

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 →

San Antonio Winery, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Employee Benefits Plan of Ohel Children's Home and Family Services, Inc.Employee Benefits Plan of Oh…$11MJackson Walker L.L.P. Partners Cash Balance Plan IVJackson Walker L.L.P. Partne…$11MJackson Walker L.L.P. Partners Cash Balance Plan IIIJackson Walker L.L.P. Partne…$11MThales Pension Plan for Certain U.S. EmployeesThales Pension Plan for Cert…$11MSan Antonio Winery, Inc. Defined Benefit Pension PlanSan Antonio Winery, Inc. Def…$11M
End-of-year total assets ($M) among San Antonio Winery, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$355K
Employer EIN951824179
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Antonio Winery, Inc.)

Sponsor-wide plan assets over time

All San Antonio Winery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 1.6473528555108947% vs 2022
2024 filing year
$32M$34M$36M$38M$40M 202220232024 $33.8M $34.3M ▲ +1.6%
Year Plans Participants Total Assets
2022 2 582 $34M
2023 2 630 $38M
2024 2 689 $34M

Nearby Defined Benefit (Pension) Plans in California

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

San Antonio Winery, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants San Antonio Winery, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.011165943 · Participants: 283San Antonio Winery, Inc. Defined Benefit Pension PlanKaiser 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
San Antonio Winery, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare San Antonio Winery, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

San Antonio Winery, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Jackson Walker L.L.P. Partners Cash Balance Plan IV in TX ($11M); by covered participants it is Middle River Aerostructure Systems Hourly Pension Plan in MD (283 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (283 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 San Antonio Winery, Inc. Defined Benefit Pension Plan assets move in 2023? ▼
San Antonio Winery, Inc. Defined Benefit Pension Plan edged up modestly - up 3.3% during 2023, from $11M to $11M. Reported net income was $355K.
How have San Antonio Winery, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Antonio Winery, Inc.'s sponsor-wide assets grew 1.6%, from $34M to $34M.
Which Defined Benefit (Pension) plans are similar in size to San Antonio Winery, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jackson Walker L.L.P. Partners Cash Balance Plan IV in TX ($11M, 121 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to San Antonio Winery, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Middle River Aerostructure Systems Hourly Pension Plan in MD (283 participants, $118M 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 951824179.

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.