401(k) · DOL Form 5500 · 2024

Wine Institute 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
38
Participants Small participant base
68th
Percentile by assets National rank
$459,978
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wine Institute 401(k) Plan · Sponsored by Wine Institute · California · Other Services

$17M in assets, 38 participants

Wine Institute's Wine Institute 401(k) Plan reported $17M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,323 in Other Services (7,719 peers)

Wine Institute multi-year trail

Wine Institute's plans moved +31.8% in assets from 2022 to 2024; this filing shows Wine Institute 401(k) Plan at $17M / 38 participants.

#6,323
in Other Services (7,719 peers)
+19.9%
assets growth YoY

Wine Institute 401(k) Plan's outsized position by total assets

Wine Institute 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$17,479,150 Top 32% higher than 68% of 123,620 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 2024

Wine Institute 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wine Institute 401(k) Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wine Institute 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Wine Institute 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Wine Institute 401(k) Plan reported participants fell from 39 in the plan year 2023 filing to 38 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 940987020 · Wine Institute PY 2024 · 401(k)

Wine Institute 401(k) Plan · $17M · 38 · 68th

  • SCH $17M
  • EBSA 38
  • PART 68th
  • TYPE 401(k)
  • NET near Power Service Products, Inc. Employee Retirement Plan
  • BOOK ind #6323

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 Other Services retirement plans → · Plans in California →

Wine Institute 401(k) Plan in the asset neighbourhood

Wine Institute 401(k) Plan$17MPower Service Products, Inc. Employee Retirement PlanPower Service Products, Inc.…$17MOregon Food Bank Retirement PlanOregon Food Bank Retirement …$17MThe Lawton Standard Co. 401(k) Ret PlanThe Lawton Standard Co. 401(…$17MDiversatek, Inc. Savings Plan$17M
End-of-year total assets ($M) among Wine Institute 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wine Institute multi-year asset trail

Sponsor-wide plan assets over time

All Wine Institute plans reported in each filing year

Latest sponsor-wide plan assets
$17M 31.782322713056498% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.3M $17.5M ▲ +31.8%
Year Plans Participants Total Assets
2022 1 37 $13M
2023 1 39 $15M
2024 1 38 $17M

Wine Institute filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN940987020
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Wine Institute 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wine Institute 401(k) Plan, Total assets ($B): 0.01747915 · Participants: 38Wine Institute 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Wine Institute 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wine Institute 401(k) Plan side-by-side with 3 peers →

Wine Institute 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Power Service Products, Inc. Employee Retirement Plan in TX ($17M); by covered participants it is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (38 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wine Institute 401(k) Plan assets move in 2024? ▼
Wine Institute 401(k) Plan grew sharply - up 19.9% during 2024, from $15M to $17M. Reported net income was $3M.
How have Wine Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wine Institute's sponsor-wide assets grew 31.8%, from $13M to $17M.
Which 401(k) plans are similar in size to Wine Institute 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Power Service Products, Inc. Employee Retirement Plan in TX ($17M, 51 participants).
Which 401(k) plans cover a similar participant headcount to Wine Institute 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940987020.

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.