401(k) · DOL Form 5500 · 2024
Niebaum-Coppola Estate Winery, LP 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 95
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $411,711
- Avg per participant High balance/head
Official DOL plan name: The Coppola Companies Retirement Savings Plan · Sponsored by Niebaum-Coppola Estate Winery, LP · California · Manufacturing
$39M in assets, 95 participants
Niebaum-Coppola Estate Winery, LP's The Coppola Companies Retirement Savings Plan reported $39M in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #13,080 in Manufacturing (17,777 peers)
Where The Coppola Companies Retirement Savings Plan sits by assets
The Coppola Companies Retirement Savings Plan sits in the top quartile of all filed plans by assets, $39M for 95 participants (~$411,711/participant), up 2.8% in 2024.
- #13,080
- in Manufacturing (17,777 peers)
- +2.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Coppola Companies Retirement Savings Plan's outsized position by total assets
The Coppola Companies Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$39,112,499 Top 19% higher than 81% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Coppola Companies Retirement Savings 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. The Coppola Companies Retirement Savings Plan is a small filing (95 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Coppola Companies Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- The Coppola Companies Retirement Savings Plan reported participants fell from 164 in the plan year 2023 filing to 95 in the plan year 2024 filing.
- The Coppola Companies Retirement Savings Plan end-of-year assets rose from $38M in the plan year 2023 filing to $39M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 680279391 · Niebaum-Coppola Estate Winery, LP PY 2024 · 401(k)
The Coppola Companies Retirement Savings Plan · $39M · 95 · 81st
- NET $39M
- NET 95
- NET 81st
- NET 401(k)
- NET near Concord Management, Ltd. 401(k) Plan
- NET ind #13080
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 →
The Coppola Companies Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $1M |
| Employer EIN | 680279391 |
| Plan Effective Date | 1992-04-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Niebaum-Coppola Estate Winery, LP)
Sponsor-wide plan assets over time
All Niebaum-Coppola Estate Winery, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 10.526859546461905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 182 | $35M |
| 2023 | 1 | 164 | $38M |
| 2024 | 1 | 95 | $39M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
The Coppola Companies Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Concord Management, Ltd. 401(k) Plan in FL ($39M); by covered participants it is Galatea Associates 401(k) Plan in MA (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Concord Management, Ltd. 401(k) Plan (FL) $39M · 487
- Bob's Red Mill 401(k) Retirement Savings Plan (OR) $39M · 707
- Flow Companies 401(k) Retirement Plan (NC) $39M · 1,512
- Quality Brands Distribution, LLC 401(k) Retirement Plan (NE) $39M · 396
Similar participant headcount
Nearest other-state filings by covered participants (95 participants); asset peers above are excluded.
- Galatea Associates 401(k) Plan (MA) 95 · 0 off
- Disys Solutions, Inc. 401(k) Plan (VA) 95 · 0 off
- R.H. Long Motor Sales, Inc. 401(k) Plan (MA) 95 · 0 off
- Omnium Realty Services (Texas), Inc. 401(k) Plan (TX) 95 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.