Defined Benefit (Pension) · DOL Form 5500 · 2024

California Winery Workers Pension Plan Trust Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
N/A
Participants Small participant base
63rd
Percentile by assets National rank
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Official DOL plan name: California Winery Workers Pension Plan Trust · Sponsored by California Winery Workers Pension Plan Trust · California · Manufacturing

$14M in assets, N/A participants

California Winery Workers Pension Plan Trust's California Winery Workers Pension Plan Trust reported $14M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #9,023 in Manufacturing (17,777 peers)

California Winery Workers Pension Plan Trust multi-year trail

California Winery Workers Pension Plan Trust's plans moved -59.2% in assets from 2022 to 2024; this filing shows California Winery Workers Pension Plan Trust at $14M / N/A participants.

#9,023
in Manufacturing (17,777 peers)
-42.1%
assets change YoY

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

California Winery Workers Pension Plan Trust's mid-pack asset rank among Manufacturing and all filers

California Winery Workers Pension Plan Trust vs every filed plan by assets

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

$14,097,635 Top 37% higher than 63% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • California Winery Workers Pension Plan Trust end-of-year assets fell from $24M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • California Winery Workers Pension Plan Trust reported net income rose from -$25M in the plan year 2023 filing to -$22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 946082915 · California Winery Workers Pension Plan Trust PY 2024 · Defined Benefit (Pension)

California Winery Workers Pension Plan Trust · $14M · N/A · 63rd

  • EIN $14M
  • RANK N/A
  • PHOTO 63rd
  • IND Defined Benefit (Pension)
  • EOY near City and County Credit Union Pension Plan
  • 5500 ind #9023

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 →

California Winery Workers Pension Plan Trust in the asset neighbourhood

Instrumentation Laboratory Retirement PlanInstrumentation Laboratory R…$14MCalifornia Winery Workers Pension Plan TrustCalifornia Winery Workers Pe…$14MCity and County Credit Union Pension PlanCity and County Credit Union…$14MWestern Farm Bureau Pension PlanWestern Farm Bureau Pension …$14MRetirement Plan for Salaried Employees of Cotter CorporationRetirement Plan for Salaried…$14M
End-of-year total assets ($M) among California Winery Workers Pension Plan Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California Winery Workers Pension Plan Trust multi-year asset trail

Sponsor-wide plan assets over time

All California Winery Workers Pension Plan Trust plans reported in each filing year

Latest sponsor-wide plan assets
$14M 59.15287451341391% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $34.5M $14.1M ▼ -59.1%
Year Plans Participants Total Assets
2022 1 N/A $35M
2023 1 N/A $24M
2024 1 N/A $14M

California Winery Workers Pension Plan Trust filing trail (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)-$40M
Net Income-$22M
Employer EIN946082915
Plan Effective Date1960-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

California Winery Workers Pension Plan Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants California Winery Workers Pension Plan Trust, Total assets ($B): 0.014097635 · Participants: 0California Winery Workers Pension 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
California Winery Workers Pension Plan Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare California Winery Workers Pension Plan Trust side-by-side with 3 peers →

California Winery Workers Pension Plan Trust's closest out-of-state Defined Benefit (Pension) peers by assets

Outside California, the nearest Defined Benefit (Pension) by end-of-year assets is City and County Credit Union Pension Plan in MN at $14M (this filing: $14M).

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 California Winery Workers Pension Plan Trust assets move in 2024? ▼
California Winery Workers Pension Plan Trust contracted severely - down 42.1% during 2024, from $24M to $14M. Reported net income was -$22M.
How have California Winery Workers Pension Plan Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Winery Workers Pension Plan Trust's sponsor-wide assets declined 59.2%, from $35M to $14M.
Which Defined Benefit (Pension) plans are similar in size to California Winery Workers Pension Plan Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is City and County Credit Union Pension Plan in MN ($14M, 76 participants).

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 946082915.

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.