401(k) · DOL Form 5500 · 2024
C. Mondavi & Family 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 89
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $182,604
- Avg per participant Above avg balance/head
Official DOL plan name: C. Mondavi & Family 401(k) Retirement Plan · Sponsored by C. Mondavi & Family · California · Manufacturing
$16M in assets, 89 participants
C. Mondavi & Family's C. Mondavi & Family 401(k) Retirement Plan reported $16M in total assets and 89 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #9,705 in Manufacturing (17,777 peers)
2024 asset change
C. Mondavi & Family 401(k) Retirement Plan grew at a solid clip 10.2% in 2024 ($15M → $16M) for 89 participants.
- #9,705
- in Manufacturing (17,777 peers)
- +10.2%
- assets growth YoY
C. Mondavi & Family 401(k) Retirement Plan's mid-pack asset rank among Manufacturing and all filers
C. Mondavi & Family 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,251,741 Top 34% higher than 66% 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
C. Mondavi & Family 401(k) Retirement 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. C. Mondavi & Family 401(k) Retirement Plan is a small filing (89 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- C. Mondavi & Family 401(k) Retirement Plan reported net income rose from -$113K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- C. Mondavi & Family 401(k) Retirement Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- C. Mondavi & Family 401(k) Retirement Plan reported participants fell from 93 in the plan year 2023 filing to 89 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 941087246 · C. Mondavi & Family PY 2024 · 401(k)
C. Mondavi & Family 401(k) Retirement Plan · $16M · 89 · 66th
- ASSETS $16M
- ASSETS 89
- ASSETS 66th
- ASSETS 401(k)
- ASSETS near Xincon Home-Healthcare Services Profit Sharing Plan
- ASSETS ind #9705
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 →
C. Mondavi & Family 401(k) Retirement Plan in the asset neighbourhood
C. Mondavi & Family years around the 2024 move
Sponsor-wide plan assets over time
All C. Mondavi & Family plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 9.371007754953354% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 109 | $15M |
| 2023 | 1 | 93 | $15M |
| 2024 | 1 | 89 | $16M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 941087246 |
| Plan Effective Date | 1990-09-01 |
| Filing Status | FILING RECEIVED |
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
C. Mondavi & Family 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Xincon Home-Healthcare Services Profit Sharing Plan in NY ($16M); by covered participants it is Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (89 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.