401(k) · DOL Form 5500 · 2024

The Wine Group, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
362
Participants Below avg headcount
67th
Percentile by assets National rank
$47,553
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Wine Group - Franzia Winery Retirement and Savings Plan · Sponsored by The Wine Group, Inc. · California · Manufacturing

$17M in assets, 362 participants

The Wine Group, Inc.'s The Wine Group - Franzia Winery Retirement and Savings Plan reported $17M in total assets and 362 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #9,946 in Manufacturing (17,777 peers)

The Wine Group, Inc. multi-year trail

The Wine Group, Inc.'s plans moved +17.2% in assets from 2022 to 2024; this filing shows The Wine Group - Franzia Winery Retirement and Savings Plan at $17M / 362 participants.

#9,946
in Manufacturing (17,777 peers)
+6.3%
assets growth YoY

The Wine Group - Franzia Winery Retirement and Savings Plan's outsized position by total assets

The Wine Group - Franzia Winery Retirement and Savings Plan vs every filed plan by assets

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

$17,214,287 Top 33% higher than 67% 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

The Wine Group - Franzia Winery Retirement and Savings 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. The Wine Group - Franzia Winery Retirement and Savings Plan sits mid-pack in the medium band (362 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Wine Group - Franzia Winery Retirement and Savings Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • The Wine Group - Franzia Winery Retirement and Savings Plan reported participants rose from 338 in the plan year 2023 filing to 362 in the plan year 2024 filing.
  • The Wine Group - Franzia Winery Retirement and Savings Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942756233 · The Wine Group, Inc. PY 2024 · 401(k)

The Wine Group - Franzia Winery Retirement and Savings Plan · $17M · 362 · 67th

  • 5500 $17M
  • 5500 362
  • 5500 67th
  • 5500 401(k)
  • 5500 near Riesbeck Food Markets, Inc. Profit Sharing 401(k) Plan
  • 5500 ind #9946

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 Wine Group - Franzia Winery Retirement and Savings Plan in the asset neighbourhood

The Wine Group - Franzia Winery Retirement and Savings PlanThe Wine Group - Franzia Win…$17MRiesbeck Food Markets, Inc. Profit Sharing 401(k) PlanRiesbeck Food Markets, Inc. …$17MZp Group Plan a$17MCartesian 401(k) / Profit Sharing PlanCartesian 401(k) / Profit Sh…$17MC & T Design and Equipment Co., Inc. 401(k) PlanC & T Design and Equipment C…$17M
End-of-year total assets ($M) among The Wine Group - Franzia Winery Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Wine Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Wine Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$153M 17.1871134452545% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $130M $153M ▲ +17.2%
Year Plans Participants Total Assets
2022 2 1,085 $130M
2023 2 1,161 $144M
2024 2 1,107 $153M

The Wine Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN942756233
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

The Wine Group - Franzia Winery Retirement and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Wine Group - Franzia Winery Retirement and Savings Plan, Total assets ($B): 0.017214287 · Participants: 362The Wine Group - Franzia Winery Retirement and Savings 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
The Wine Group - Franzia Winery Retirement and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Wine Group - Franzia Winery Retirement and Savings Plan side-by-side with 3 peers →

The Wine Group - Franzia Winery Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Riesbeck Food Markets, Inc. Profit Sharing 401(k) Plan in OH ($17M); by covered participants it is Prosek LLC 401(k) Pension Plan in CT (362 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (362 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 The Wine Group - Franzia Winery Retirement and Savings Plan assets move in 2024? ▼
The Wine Group - Franzia Winery Retirement and Savings Plan grew at a solid clip - up 6.3% during 2024, from $16M to $17M. Reported net income was $1M.
How have The Wine Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Wine Group, Inc.'s sponsor-wide assets grew 17.2%, from $130M to $153M.
Which 401(k) plans are similar in size to The Wine Group - Franzia Winery Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Riesbeck Food Markets, Inc. Profit Sharing 401(k) Plan in OH ($17M, 747 participants).
Which 401(k) plans cover a similar participant headcount to The Wine Group - Franzia Winery Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prosek LLC 401(k) Pension Plan in CT (362 participants, $33M 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 942756233.

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.