Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

SAN ANTONIO WINERY, INC. DEFINED BENEFIT PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

SAN ANTONIO WINERY, INC.

This Defined Benefit (Pension) plan holds $11M in total assets and serves 283 participants as of 2023. It is sponsored by SAN ANTONIO WINERY, INC. in California. The plan reported positive net income of $355K for the year.

Total Assets (2023)
$11M
Participants
283
State
Industry
Manufacturing

What the Filing Says About SAN ANTONIO WINERY, INC. DEFINED BENEFIT PENSION PLAN

SAN ANTONIO WINERY, INC. DEFINED BENEFIT PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by SAN ANTONIO WINERY, INC., headquartered in California. As of the 2023 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 283 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 951824179, and the plan has been effective since 2013-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2023 to $11M at year-end — a gain of 3.3%. Net assets (after liabilities) closed the year at $11M, with reported net income of $355K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (SAN ANTONIO WINERY, INC.)

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.

Frequently Asked Questions

How much money is in the SAN ANTONIO WINERY, INC. DEFINED BENEFIT PENSION PLAN?
As of the 2023 Form 5500 filing, SAN ANTONIO WINERY, INC. DEFINED BENEFIT PENSION PLAN holds $11M in total assets with 283 participants. It is sponsored by SAN ANTONIO WINERY, INC..
What type of plan is SAN ANTONIO WINERY, INC. DEFINED BENEFIT PENSION PLAN?
SAN ANTONIO WINERY, INC. DEFINED BENEFIT PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 2013-07-01. The plan is filed with the U.S. Department of Labor under EIN 951824179.
Who sponsors the SAN ANTONIO WINERY, INC. DEFINED BENEFIT PENSION PLAN?
SAN ANTONIO WINERY, INC. DEFINED BENEFIT PENSION PLAN is sponsored by SAN ANTONIO WINERY, INC., located in California. The sponsor's EIN is 951824179 and the plan operates in the Manufacturing industry.
How did SAN ANTONIO WINERY, INC. DEFINED BENEFIT PENSION PLAN perform in 2023?
SAN ANTONIO WINERY, INC. DEFINED BENEFIT PENSION PLAN grew by 3.3% during 2023, moving from $11M to $11M in total assets. Net income was $355K.
Where can I find official filings for SAN ANTONIO WINERY, INC. DEFINED BENEFIT PENSION PLAN?
Official Form 5500 filings for SAN ANTONIO WINERY, INC. DEFINED BENEFIT PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 951824179 or plan name at efast.dol.gov.
How does SAN ANTONIO WINERY, INC. DEFINED BENEFIT PENSION PLAN compare to other plans?
You can compare SAN ANTONIO WINERY, INC. DEFINED BENEFIT PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.