401(k) · DOL Form 5500 · 2024

V. Sattui Winery, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
127
Participants Small participant base
64th
Percentile by assets National rank
$117,731
Avg per participant Below avg balance/head
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Official DOL plan name: V. Sattui Winery 401(k) Profit Sharing Plan · Sponsored by V. Sattui Winery, Inc. · California · Manufacturing

$15M in assets, 127 participants

V. Sattui Winery, Inc.'s V. Sattui Winery 401(k) Profit Sharing Plan reported $15M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,298 in Manufacturing (17,777 peers)

Coverage in California

V. Sattui Winery 401(k) Profit Sharing Plan covers 127 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $15M.

#9,298
in Manufacturing (17,777 peers)
-0.0%
assets change YoY

The plan reported a net loss of $86K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

V. Sattui Winery 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

V. Sattui Winery 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,951,802 Top 36% higher than 64% 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

V. Sattui Winery 401(k) Profit Sharing Plan 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. V. Sattui Winery 401(k) Profit Sharing Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • V. Sattui Winery 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$86K in the plan year 2024 filing.
  • V. Sattui Winery 401(k) Profit Sharing Plan reported participants rose from 124 in the plan year 2023 filing to 127 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 942684602 · V. Sattui Winery, Inc. PY 2024 · 401(k)

V. Sattui Winery 401(k) Profit Sharing Plan · $15M · 127 · 64th

  • VS-ST $15M
  • VS-ST 127
  • VS-ST 64th
  • VS-ST 401(k)
  • VS-ST near Wallis Bank 401(k) Retirement Plan
  • VS-ST ind #9298

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 →

V. Sattui Winery 401(k) Profit Sharing Plan in the asset neighbourhood

V. Sattui Winery 401(k) Profit Sharing PlanV. Sattui Winery 401(k) Prof…$15MWallis Bank 401(k) Retirement PlanWallis Bank 401(k) Retiremen…$15MSea Watch International, Ltd. 401(k) Savings PlanSea Watch International, Ltd…$15MSpecialty Underwriters LLC Retirement PlanSpecialty Underwriters LLC R…$15MIroquois Memorial Hospital and Resident Home 401(k) PlanIroquois Memorial Hospital a…$15M
End-of-year total assets ($M) among V. Sattui Winery 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income-$86K
Employer EIN942684602
Plan Effective Date1980-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (V. Sattui Winery, Inc.)

Sponsor-wide plan assets over time

All V. Sattui Winery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 19.82217807100087% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.5M $15M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 120 $12M
2023 1 124 $15M
2024 1 127 $15M

Nearby 401(k) Plans in California

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

V. Sattui Winery 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants V. Sattui Winery 401(k) Profit Sharing Plan, Total assets ($B): 0.014951802 · Participants: 127V. Sattui Winery 401(k) Profit Sharing 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
V. Sattui Winery 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

V. Sattui Winery 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Wallis Bank 401(k) Retirement Plan in TX ($15M); by covered participants it is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 V. Sattui Winery 401(k) Profit Sharing Plan assets move in 2024?
V. Sattui Winery 401(k) Profit Sharing Plan held essentially flat - down 0.0% during 2024, from $15M to $15M. Reported net income was -$86K.
How have V. Sattui Winery, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), V. Sattui Winery, Inc.'s sponsor-wide assets grew 19.8%, from $12M to $15M.
Which 401(k) plans are similar in size to V. Sattui Winery 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Wallis Bank 401(k) Retirement Plan in TX ($15M, 191 participants).
Which 401(k) plans cover a similar participant headcount to V. Sattui Winery 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants, $829K in assets).