Defined Benefit (Pension) · DOL Form 5500 · 2024
San Antonio Winery, Inc. Pension Plan
Data updated 2026-08-25
- $1K
- Total assets Small plan by assets
- 281
- Participants Below avg headcount
- 1st
- Percentile by assets National rank
- $4
- Avg per participant Low balance/head
Official DOL plan name: San Antonio Winery, Inc. Defined Benefit Pension Plan · Sponsored by San Antonio Winery, Inc. · California · Manufacturing
$1K in assets, 281 participants
San Antonio Winery, Inc.'s San Antonio Winery, Inc. Defined Benefit Pension Plan reported $1K in total assets and 281 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.
- #33 in Manufacturing (17,777 peers)
Coverage in California
San Antonio Winery, Inc. Defined Benefit Pension Plan covers 281 participants in California, about 45% of the average California filer (state average ~630 per filing). Assets: $1K.
- #33
- in Manufacturing (17,777 peers)
- -100.0%
- assets change YoY
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
San Antonio Winery, Inc. Defined Benefit Pension Plan among the smaller filed plans by assets
San Antonio Winery, Inc. Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,150 1st percentile higher than 1% 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
San Antonio Winery, Inc. Defined Benefit Pension 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. San Antonio Winery, Inc. Defined Benefit Pension Plan sits mid-pack in the medium band (281 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- San Antonio Winery, Inc. Defined Benefit Pension Plan reported net income fell from $355K in the plan year 2023 filing to -$12M in the plan year 2024 filing.
- San Antonio Winery, Inc. Defined Benefit Pension Plan end-of-year assets fell from $11M in the plan year 2023 filing to $1K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 951824179 · San Antonio Winery, Inc. PY 2024 · Defined Benefit (Pension)
San Antonio Winery, Inc. Defined Benefit Pension Plan · $1K · 281 · 1st
- VS-ST $1K
- VS-ST 281
- VS-ST 1st
- VS-ST Defined Benefit (Pension)
- VS-ST near Young Brothers, Limited Salaried Pension Plan
- VS-ST ind #33
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 →
San Antonio Winery, Inc. Defined Benefit Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $1K |
| Net Income | -$12M |
| Employer EIN | 951824179 |
| Plan Effective Date | 2013-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Antonio Winery, Inc.)
Sponsor-wide plan assets over time
All San Antonio Winery, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 1.6473528555108947% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 582 | $34M |
| 2023 | 2 | 630 | $38M |
| 2024 | 2 | 689 | $34M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
San Antonio Winery, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Young Brothers, Limited Salaried Pension Plan in HI ($1K); by covered participants it is Local No. 8 Retirement Fund in NY (281 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1K here).
Similar participant headcount
Nearest other-state filings by covered participants (281 participants); asset peers above are excluded.
- Local No. 8 Retirement Fund (NY) 281 · 0 off
- Mosaic & Terrazzo Pension Fund (NY) 281 · 0 off
- Investors Bank Pension Plan (RI) 281 · 0 off
- Plumbers & Pipefitters Local 152 Pension Tr Fund (WV) 280 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.