401(k) · DOL Form 5500 · 2024

Freixenet Sonoma Caves, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
171
Participants Small participant base
69th
Percentile by assets National rank
$112,007
Avg per participant Below avg balance/head
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Official DOL plan name: Freixenet Sonoma Caves, Inc. Profit Sharing Plan · Sponsored by Freixenet Sonoma Caves, Inc. · California · Manufacturing

$19M in assets, 171 participants

Freixenet Sonoma Caves, Inc.'s Freixenet Sonoma Caves, Inc. Profit Sharing Plan reported $19M in total assets and 171 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,441 in Manufacturing (17,777 peers)

Coverage in California

Freixenet Sonoma Caves, Inc. Profit Sharing Plan covers 171 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $19M.

#10,441
in Manufacturing (17,777 peers)
+16.9%
assets growth YoY

Freixenet Sonoma Caves, Inc. Profit Sharing Plan's outsized position by total assets

Freixenet Sonoma Caves, Inc. Profit Sharing Plan vs every filed plan by assets

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

$19,153,139 Top 31% higher than 69% 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

Freixenet Sonoma Caves, Inc. 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. Freixenet Sonoma Caves, Inc. Profit Sharing Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Freixenet Sonoma Caves, Inc. Profit Sharing Plan reported net income rose from -$2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Freixenet Sonoma Caves, Inc. Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Freixenet Sonoma Caves, Inc. Profit Sharing Plan reported participants rose from 163 in the plan year 2023 filing to 171 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 942851882 · Freixenet Sonoma Caves, Inc. PY 2024 · 401(k)

Freixenet Sonoma Caves, Inc. Profit Sharing Plan · $19M · 171 · 69th

  • VS-ST $19M
  • BOY 171
  • SCH 69th
  • EBSA 401(k)
  • PART near Plumbers and Fitters Local 101 Supplemental Pension Plan
  • TYPE ind #10441

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 →

Freixenet Sonoma Caves, Inc. Profit Sharing Plan in the asset neighbourhood

Freixenet Sonoma Caves, Inc. Profit Sharing PlanFreixenet Sonoma Caves, Inc.…$19MPlumbers and Fitters Local 101 Supplemental Pension PlanPlumbers and Fitters Local 1…$19MFristam Pumps USA, Limited Partnership Retirement Savings PlanFristam Pumps USA, Limited P…$19MThe Ohio Moulding Corporation 401(k) & Profit Sharing TrustThe Ohio Moulding Corporatio…$19MClarity Media Group 401(k) PlanClarity Media Group 401(k) P…$19M
End-of-year total assets ($M) among Freixenet Sonoma Caves, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN942851882
Plan Effective Date1990-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Freixenet Sonoma Caves, Inc.)

Sponsor-wide plan assets over time

All Freixenet Sonoma Caves, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 5.26589461978282% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $18.2M $19.2M ▲ +5.2%
Year Plans Participants Total Assets
2022 1 146 $18M
2023 1 163 $16M
2024 1 171 $19M

Nearby 401(k) Plans in California

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

Freixenet Sonoma Caves, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Freixenet Sonoma Caves, Inc. Profit Sharing Plan, Total assets ($B): 0.019153139 · Participants: 171Freixenet Sonoma Caves, Inc. 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
Freixenet Sonoma Caves, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Freixenet Sonoma Caves, Inc. Profit Sharing Plan side-by-side with 3 peers →

Freixenet Sonoma Caves, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Plumbers and Fitters Local 101 Supplemental Pension Plan in IL ($19M); by covered participants it is Life Tech Inc in NJ (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Freixenet Sonoma Caves, Inc. Profit Sharing Plan assets move in 2024? ▼
Freixenet Sonoma Caves, Inc. Profit Sharing Plan grew sharply - up 16.9% during 2024, from $16M to $19M. Reported net income was $3M.
How have Freixenet Sonoma Caves, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Freixenet Sonoma Caves, Inc.'s sponsor-wide assets grew 5.3%, from $18M to $19M.
Which 401(k) plans are similar in size to Freixenet Sonoma Caves, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plumbers and Fitters Local 101 Supplemental Pension Plan in IL ($19M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Freixenet Sonoma Caves, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Life Tech Inc in NJ (171 participants, $60K 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 942851882.

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.