401(k) · DOL Form 5500 · 2023

Treasury Wine Estates Americas Company 401(k) Plan

Data updated 2026-08-11

$117M
Total assets: 702
Participants: 92nd
Percentile by assets: $166,901
Avg per participant

Official DOL plan name: Treasury Wine Estates Retirement Savings Plan · Sponsored by Treasury Wine Estates Americas Company · California · Manufacturing

$117M in assets, 702 participants

Treasury Wine Estates Americas Company's Treasury Wine Estates Retirement Savings Plan reported $117M in total assets and 702 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 127,072 plans)
#16,504 in Manufacturing (18,722 peers)

Where Treasury Wine Estates Retirement Savings Plan sits by assets

Treasury Wine Estates Retirement Savings Plan sits in the top 10% of all filed plans by assets, $117M for 702 participants (~$166,901/participant), up 10.6% in 2023.

$117M
total plan assets (2023 EOY): 702
covered participants: 92nd
percentile by assets (of 127,072 plans): $166,901
avg assets per participant

Where Treasury Wine Estates Retirement Savings Plan sits by total assets

Treasury Wine Estates Retirement Savings Plan vs every filed plan by assets

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

$117,164,380 Top 8% higher than 92% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Treasury Wine Estates Retirement Savings Plan reported net income rose from -$12M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Treasury Wine Estates Retirement Savings Plan end-of-year assets rose from $106M in the plan year 2022 filing to $117M in the plan year 2023 filing.
Treasury Wine Estates Retirement Savings Plan reported participants rose from 668 in the plan year 2022 filing to 702 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Manufacturing

Treasury Wine Estates Retirement Savings Plan vs the 2023 asset distribution

By assets, Treasury Wine Estates Retirement Savings Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$106M
Net Assets (End of Year)	$117M
Net Income	$11M
Employer EIN	942227626
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Treasury Wine Estates Americas Company)

Total plan assets by year, all Treasury Wine Estates Americas Company plans on file

Year	Plans	Participants	Total Assets
2022	1	668	$106M
2023	1	702	$117M
2024	1	908	$129M

Nearby 401(k) Plans in California

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

Treasury Wine Estates Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Treasury Wine Estates Retirement Savings… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Treasury Wine Estates Retirement Savings Plan by total assets, not by location.

Jostens 401(k) Retirement Plan (MN) $117M · 2,185
Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan (TN) $117M · 171
Save a Lot 401(k) Plan (MO) $117M · 1,438
Ajinomoto Health & Nutrition North America, Inc. 401(k) Plan (NC) $117M · 739

Frequently Asked Questions

How did Treasury Wine Estates Retirement Savings Plan assets move in 2023? ▼

Treasury Wine Estates Retirement Savings Plan grew at a solid clip - up 10.6% during 2023, from $106M to $117M. Reported net income was $11M.

How have Treasury Wine Estates Americas Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Treasury Wine Estates Americas Company's sponsor-wide assets grew 22.2%, from $106M to $129M.

Where does Treasury Wine Estates Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Treasury Wine Estates Retirement Savings Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Treasury Wine Estates Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Jostens 401(k) Retirement Plan in MN ($117M, 2,185 participants).

Next read for Treasury Wine Estates Retirement Savings…

Scale reading

Ways to act on Treasury Wine Estates Retirement Savings Plan's numbers.

By total assets, Treasury Wine Estates Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
Treasury Wine Estates Americas Company's sponsor-wide assets have grown 22.2% since 2022 across 3 plan years on file. More Manufacturing plans

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 942227626.