401(k) · DOL Form 5500 · 2024

Sunview Vineyards of California, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
3,881
Participants Above avg headcount
65th
Percentile by assets National rank
$3,896
Avg per participant Low balance/head
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Official DOL plan name: Sunview 401(k) Plan · Sponsored by Sunview Vineyards of California, Inc. · California · Agriculture, Forestry & Fishing

$15M in assets, 3,881 participants

Sunview Vineyards of California, Inc.'s Sunview 401(k) Plan reported $15M in total assets and 3,881 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #868 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in California

Sunview 401(k) Plan covers 3,881 participants in California, 6.2x the typical California plan (state average ~630 per filing). Assets: $15M.

#868
in Agriculture, Forestry & Fishing (1,217 peers)
+35.7%
assets growth YoY

Sunview 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Sunview 401(k) Plan vs every filed plan by assets

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

$15,118,788 Top 35% higher than 65% 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

Sunview 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunview 401(k) Plan lands in the large band (3,881 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sunview 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Sunview 401(k) Plan reported participants rose from 3,169 in the plan year 2023 filing to 3,881 in the plan year 2024 filing.
  • Sunview 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 770199908 · Sunview Vineyards of California, Inc. PY 2024 · 401(k)

Sunview 401(k) Plan · $15M · 3,881 · 65th

  • 5500 $15M
  • ASSETS 3,881
  • PCT 65th
  • EIN 401(k)
  • RANK near Zeppelin Systems USA, Inc. Savings Plan
  • PHOTO ind #868

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Sunview 401(k) Plan in the asset neighbourhood

Sunview 401(k) Plan$15MZeppelin Systems USA, Inc. Savings PlanZeppelin Systems USA, Inc. S…$15MMau, Inc. 401(k) Profit Sharing PlanMau, Inc. 401(k) Profit Shar…$15M403(b) Thrift Plan for Employees of Tri-County Community Action Agency403(b) Thrift Plan for Emplo…$15MLion Nathan USA, Inc. 401(k) Retirement PlanLion Nathan USA, Inc. 401(k)…$15M
End-of-year total assets ($M) among Sunview 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN770199908
Plan Effective Date2020-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunview Vineyards of California, Inc.)

Sponsor-wide plan assets over time

All Sunview Vineyards of California, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 118.88199664180303% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.91M $15.1M ▲ +118.8%
Year Plans Participants Total Assets
2022 1 2,736 $7M
2023 1 3,169 $11M
2024 1 3,881 $15M

Nearby 401(k) Plans in California

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

Sunview 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sunview 401(k) Plan, Total assets ($B): 0.015118788 · Participants: 3881Sunview 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
Sunview 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sunview 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Zeppelin Systems USA, Inc. Savings Plan in FL ($15M); by covered participants it is Stemilt Growers, LLC 401(k) Savings Plan & Trust in WA (3,880 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,881 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 Sunview 401(k) Plan assets move in 2024? ▼
Sunview 401(k) Plan surged - up 35.7% during 2024, from $11M to $15M. Reported net income was $4M.
How have Sunview Vineyards of California, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunview Vineyards of California, Inc.'s sponsor-wide assets grew 118.9%, from $7M to $15M.
Which 401(k) plans are similar in size to Sunview 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zeppelin Systems USA, Inc. Savings Plan in FL ($15M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Sunview 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stemilt Growers, LLC 401(k) Savings Plan & Trust in WA (3,880 participants, $65M 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 770199908.

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.