401(k) · DOL Form 5500 · 2023

Tower Road Wine Storage 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
32nd
Percentile by assets National rank
$229,928
Avg per participant Above avg balance/head
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Official DOL plan name: Tower Road Winery Co-Op 401(k) Plan · Sponsored by Tower Road Wine Storage · California · Transportation & Warehousing

$2M in assets, 10 participants

Tower Road Wine Storage's Tower Road Winery Co-Op 401(k) Plan reported $2M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,054 in Transportation & Warehousing (3,362 peers)

Tower Road Wine Storage multi-year trail

Tower Road Wine Storage's plans moved +44.8% in assets from 2022 to 2024; this filing shows Tower Road Winery Co-Op 401(k) Plan at $2M / 10 participants.

#1,054
in Transportation & Warehousing (3,362 peers)
+31.0%
assets growth YoY

Tower Road Winery Co-Op 401(k) Plan among the smaller filed plans by assets

Tower Road Winery Co-Op 401(k) Plan vs every filed plan by assets

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

$2,299,276 32nd percentile higher than 32% 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

Tower Road Winery Co-Op 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tower Road Winery Co-Op 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tower Road Winery Co-Op 401(k) Plan reported net income rose from $195K in the plan year 2022 filing to $545K in the plan year 2023 filing.
  • Tower Road Winery Co-Op 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Tower Road Winery Co-Op 401(k) Plan reported participants rose from 8 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 680014335 · Tower Road Wine Storage PY 2023 · 401(k)

Tower Road Winery Co-Op 401(k) Plan · $2M · 10 · 32nd

  • EIN $2M
  • RANK 10
  • PHOTO 32nd
  • IND 401(k)
  • EOY near Marathon Sports LLC 401(k) Profit Sharing Plan & Trust
  • 5500 ind #1054

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 Transportation & Warehousing retirement plans → · Plans in California →

Tower Road Winery Co-Op 401(k) Plan in the asset neighbourhood

Tower Road Winery Co-Op 401(k) PlanTower Road Winery Co-Op 401(…$2MMarathon Sports LLC 401(k) Profit Sharing Plan & TrustMarathon Sports LLC 401(k) P…$2MAip-Ecs Holdings, LLC 401(k) PlanAip-Ecs Holdings, LLC 401(k)…$2MTen Oaks, LLC 401(k) Plan$2MMillspaugh Furniture House, Inc. 401(k) Profit Sharing PlanMillspaugh Furniture House, …$2M
End-of-year total assets ($M) among Tower Road Winery Co-Op 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tower Road Wine Storage multi-year asset trail

Sponsor-wide plan assets over time

All Tower Road Wine Storage plans reported in each filing year

Latest sponsor-wide plan assets
$3M 44.83787948555459% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.75M $2.54M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 10 $2M
2024 1 10 $3M

Tower Road Wine Storage filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$545K
Employer EIN680014335
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Tower Road Winery Co-Op 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tower Road Winery Co-Op 401(k) Plan, Total assets ($B): 0.002299276 · Participants: 10Tower Road Winery Co-Op 401(k) 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
Tower Road Winery Co-Op 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tower Road Winery Co-Op 401(k) Plan side-by-side with 3 peers →

Tower Road Winery Co-Op 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Marathon Sports LLC 401(k) Profit Sharing Plan & Trust in MA ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Tower Road Winery Co-Op 401(k) Plan assets move in 2023? ▼
Tower Road Winery Co-Op 401(k) Plan surged - up 31.0% during 2023, from $2M to $2M. Reported net income was $545K.
How have Tower Road Wine Storage plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tower Road Wine Storage's sponsor-wide assets grew 44.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Tower Road Winery Co-Op 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marathon Sports LLC 401(k) Profit Sharing Plan & Trust in MA ($2M, 364 participants).
Which 401(k) plans cover a similar participant headcount to Tower Road Winery Co-Op 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 680014335.

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.