401(k) · DOL Form 5500 · 2023

Treasury Wine Estates Americas Company 401(k) Plan

Data updated 2026-08-25

$117M
Total assets Near avg plan size
702
Participants Below avg headcount
92nd
Percentile by assets National rank
$166,901
Avg per participant Above avg balance/head
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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.

  • #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.

#16,504
in Manufacturing (18,722 peers)
+10.6%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Treasury Wine Estates Retirement Savings Plan's outsized position 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

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

Treasury Wine Estates Retirement 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. Treasury Wine Estates Retirement Savings Plan sits mid-pack in the medium band (702 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Published 5500 schedule card

Filing strip 942227626 · Treasury Wine Estates Americas Company PY 2023 · 401(k)

Treasury Wine Estates Retirement Savings Plan · $117M · 702 · 92nd

  • TYPE $117M
  • TYPE 702
  • TYPE 92nd
  • TYPE 401(k)
  • TYPE near Jostens 401(k) Retirement Plan
  • TYPE ind #16504

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 →

Treasury Wine Estates Retirement Savings Plan in the asset neighbourhood

Ajinomoto Health & Nutrition North America, Inc. 401(k) PlanAjinomoto Health & Nutrition…$117MAnesthesiology Consultants Exchange, P.C. Profit Sharing PlanAnesthesiology Consultants E…$117MTreasury Wine Estates Retirement Savings PlanTreasury Wine Estates Retire…$117MJostens 401(k) Retirement PlanJostens 401(k) Retirement Pl…$117MSave a Lot 401(k) Plan$117M
End-of-year total assets ($M) among Treasury Wine Estates Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$117M
Net Income$11M
Employer EIN942227626
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Treasury Wine Estates Americas Company)

Sponsor-wide plan assets over time

All Treasury Wine Estates Americas Company plans reported in each filing year

Latest sponsor-wide plan assets
$129M 22.15596703360253% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $106M $129M ▲ +22.2%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Treasury Wine Estates Retirement Savings Plan, Total assets ($B): 0.11716438 · Participants: 702Treasury Wine Estates Retirement 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
Treasury Wine Estates Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Treasury Wine Estates Retirement Savings Plan side-by-side with 3 peers →

Treasury Wine Estates Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Jostens 401(k) Retirement Plan in MN ($117M); by covered participants it is Schulte Building Systems 401(k) Plan in TX (702 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($117M here).

Similar participant headcount

Nearest other-state filings by covered participants (702 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 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).
Which 401(k) plans cover a similar participant headcount to Treasury Wine Estates Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Schulte Building Systems 401(k) Plan in TX (702 participants, $31M 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 942227626.

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.