401(k) · DOL Form 5500 · 2024

Wente Vineyards 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
190
Participants Below avg headcount
79th
Percentile by assets National rank
$178,660
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wente Family Estates 401(k) Profit Sharing Plan & Trust · Sponsored by Wente Vineyards · California · Manufacturing

$34M in assets, 190 participants

Wente Vineyards's Wente Family Estates 401(k) Profit Sharing Plan & Trust reported $34M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #12,648 in Manufacturing (17,777 peers)

Coverage in California

Wente Family Estates 401(k) Profit Sharing Plan & Trust covers 190 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $34M.

#12,648
in Manufacturing (17,777 peers)
+10.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Wente Family Estates 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Wente Family Estates 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$33,945,486 Top 21% higher than 79% 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

Wente Family Estates 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wente Family Estates 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wente Family Estates 401(k) Profit Sharing Plan & Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Wente Family Estates 401(k) Profit Sharing Plan & Trust reported participants fell from 230 in the plan year 2023 filing to 190 in the plan year 2024 filing.
  • Wente Family Estates 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $31M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 941051349 · Wente Vineyards PY 2024 · 401(k)

Wente Family Estates 401(k) Profit Sharing Plan & Trust · $34M · 190 · 79th

  • TYPE $34M
  • TYPE 190
  • TYPE 79th
  • TYPE 401(k)
  • TYPE near Galls, LLC Retirement Savings Plan
  • TYPE ind #12648

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 →

Wente Family Estates 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Wente Family Estates 401(k) Profit Sharing Plan & TrustWente Family Estates 401(k) …$34MGalls, LLC Retirement Savings PlanGalls, LLC Retirement Saving…$34MWalsh Duffield Companies, Inc. 401(k) Retirement PlanWalsh Duffield Companies, In…$34MVirginia Eagle Distributing 401(k) PlanVirginia Eagle Distributing …$34MAugeo Affinity Marketing Multiple Employer PlanAugeo Affinity Marketing Mul…$34M
End-of-year total assets ($M) among Wente Family Estates 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$34M
Net Income$3M
Employer EIN941051349
Plan Effective Date1976-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wente Vineyards)

Sponsor-wide plan assets over time

All Wente Vineyards plans reported in each filing year

Latest sponsor-wide plan assets
$34M 16.70942914107972% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.1M $34M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 373 $29M
2023 1 230 $31M
2024 1 190 $34M

Nearby 401(k) Plans in California

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

Wente Family Estates 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Wente Family Estates 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.033945486 · Participants: 190Wente Family Estates 401(k) Profit Sharing Plan & TrustGoogle 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
Wente Family Estates 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Wente Family Estates 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Wente Family Estates 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Galls, LLC Retirement Savings Plan in KY ($34M); by covered participants it is Spm Marketing & Communications 401(k) Profit Sharing Plan in IL (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Wente Family Estates 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Wente Family Estates 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 10.8% during 2024, from $31M to $34M. Reported net income was $3M.
How have Wente Vineyards plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wente Vineyards's sponsor-wide assets grew 16.7%, from $29M to $34M.
Where does Wente Family Estates 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Wente Family Estates 401(k) Profit Sharing Plan & Trust ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wente Family Estates 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Galls, LLC Retirement Savings Plan in KY ($34M, 1,639 participants).
Which 401(k) plans cover a similar participant headcount to Wente Family Estates 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Spm Marketing & Communications 401(k) Profit Sharing Plan in IL (190 participants, N/A 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 941051349.

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.