Defined Benefit (Pension) · DOL Form 5500 · 2024

Picchetti Winery, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
33rd
Percentile by assets National rank
$458,531
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Picchetti Winery, Inc. Defined Benefit Plan & Trust · Sponsored by Picchetti Winery, Inc. · California · Manufacturing

$3M in assets, 6 participants

Picchetti Winery, Inc.'s Picchetti Winery, Inc. Defined Benefit Plan & Trust reported $3M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,978 in Manufacturing (17,777 peers)

Picchetti Winery, Inc. multi-year trail

Picchetti Winery, Inc.'s plans moved +17.6% in assets from 2023 to 2024; this filing shows Picchetti Winery, Inc. Defined Benefit Plan & Trust at $3M / 6 participants.

#2,978
in Manufacturing (17,777 peers)
+17.6%
assets growth YoY

Picchetti Winery, Inc. Defined Benefit Plan & Trust among the smaller filed plans by assets

Picchetti Winery, Inc. Defined Benefit Plan & Trust vs every filed plan by assets

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

$2,751,184 33rd percentile higher than 33% 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

Picchetti Winery, Inc. Defined Benefit Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Picchetti Winery, Inc. Defined Benefit Plan & Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Picchetti Winery, Inc. Defined Benefit Plan & Trust reported net income rose from $321K in the plan year 2023 filing to $412K in the plan year 2024 filing.
  • Picchetti Winery, Inc. Defined Benefit Plan & Trust reported participants fell from 8 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Picchetti Winery, Inc. Defined Benefit Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 753113510 · Picchetti Winery, Inc. PY 2024 · Defined Benefit (Pension)

Picchetti Winery, Inc. Defined Benefit Plan & Trust · $3M · 6 · 33rd

  • PCT $3M
  • EIN 6
  • RANK 33rd
  • PHOTO Defined Benefit (Pension)
  • IND near Coe Distributing Cash Balance Pension Plan
  • EOY ind #2978

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 →

Picchetti Winery, Inc. Defined Benefit Plan & Trust in the asset neighbourhood

Coe Distributing Cash Balance Pension PlanCoe Distributing Cash Balanc…$3MLanx Management LLC Cash Balance PlanLanx Management LLC Cash Bal…$3MBfi Retirement Plan$3MPicchetti Winery, Inc. Defined Benefit Plan & TrustPicchetti Winery, Inc. Defin…$3MSipi Metals Corp. Hourly and Collective Bargaining Unit Employees Retirement PlanSipi Metals Corp. Hourly and…$3M
End-of-year total assets ($M) among Picchetti Winery, Inc. Defined Benefit Plan & Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Picchetti Winery, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Picchetti Winery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 17.63052972954484% vs 2023
2024 filing year
$2.2M$2.4M$2.6M$2.8M 20232024 $2.34M $2.75M ▲ +17.5%
Year Plans Participants Total Assets
2023 1 8 $2M
2024 2 12 $3M

Picchetti Winery, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$412K
Employer EIN753113510
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Picchetti Winery, Inc. Defined Benefit Plan & Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Picchetti Winery, Inc. Defined Benefit Plan & Trust, Total assets ($B): 0.002751184 · Participants: 6Picchetti Winery, Inc. Defined Benefit Plan & TrustKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Picchetti Winery, Inc. Defined Benefit Plan & Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Picchetti Winery, Inc. Defined Benefit Plan & Trust side-by-side with 3 peers →

Picchetti Winery, Inc. Defined Benefit Plan & Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Coe Distributing Cash Balance Pension Plan in PA ($3M); by covered participants it is Frank J. Laine, P.C. Defined Benefit Plan in NY (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Picchetti Winery, Inc. Defined Benefit Plan & Trust assets move in 2024? ▼
Picchetti Winery, Inc. Defined Benefit Plan & Trust grew sharply - up 17.6% during 2024, from $2M to $3M. Reported net income was $412K.
How have Picchetti Winery, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Picchetti Winery, Inc.'s sponsor-wide assets grew 17.6%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Picchetti Winery, Inc. Defined Benefit Plan & Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Coe Distributing Cash Balance Pension Plan in PA ($3M, 99 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Picchetti Winery, Inc. Defined Benefit Plan & Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Frank J. Laine, P.C. Defined Benefit Plan in NY (6 participants, $4M 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 753113510.

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.