401(k) · DOL Form 5500 · 2024

Foley Family Wines, Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
655
Participants Below avg headcount
84th
Percentile by assets National rank
$72,996
Avg per participant Below avg balance/head
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Official DOL plan name: Foley Family Wines 401(k) Plan · Sponsored by Foley Family Wines, Inc. · California · Manufacturing

$48M in assets, 655 participants

Foley Family Wines, Inc.'s Foley Family Wines 401(k) Plan reported $48M in total assets and 655 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #13,637 in Manufacturing (17,777 peers)

Where Foley Family Wines 401(k) Plan sits by assets

Foley Family Wines 401(k) Plan sits in the top quartile of all filed plans by assets, $48M for 655 participants (~$72,996/participant), up 19.6% in 2024.

#13,637
in Manufacturing (17,777 peers)
+19.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Foley Family Wines 401(k) Plan's outsized position by total assets

Foley Family Wines 401(k) Plan vs every filed plan by assets

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

$47,812,550 Top 16% higher than 84% 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

Foley Family Wines 401(k) 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. Foley Family Wines 401(k) Plan sits mid-pack in the medium band (655 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Foley Family Wines 401(k) Plan end-of-year assets rose from $40M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • Foley Family Wines 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Foley Family Wines 401(k) Plan reported participants fell from 710 in the plan year 2023 filing to 655 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 260823176 · Foley Family Wines, Inc. PY 2024 · 401(k)

Foley Family Wines 401(k) Plan · $48M · 655 · 84th

  • PART $48M
  • TYPE 655
  • NET 84th
  • BOOK 401(k)
  • VS-ST near Dunham Associates, Inc. 401(k) Plan
  • BOY ind #13637

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 →

Foley Family Wines 401(k) Plan in the asset neighbourhood

Dunham Associates, Inc. 401(k) PlanDunham Associates, Inc. 401(…$48MOtolaryngology Associates LLC, 401(k) PlanOtolaryngology Associates LL…$48MAlexandria Industries 401(k) PlanAlexandria Industries 401(k)…$48MFoley Family Wines 401(k) PlanFoley Family Wines 401(k) Pl…$48MHixson Incorporated Section 401(k) PlanHixson Incorporated Section …$48M
End-of-year total assets ($M) among Foley Family Wines 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$48M
Net Income$8M
Employer EIN260823176
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Foley Family Wines, Inc.)

Sponsor-wide plan assets over time

All Foley Family Wines, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 69.9187617694718% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $28.1M $47.8M ▲ +69.9%
Year Plans Participants Total Assets
2022 1 523 $28M
2023 1 710 $40M
2024 1 655 $48M

Nearby 401(k) Plans in California

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

Foley Family Wines 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Foley Family Wines 401(k) Plan, Total assets ($B): 0.04781255 · Participants: 655Foley Family Wines 401(k) 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
Foley Family Wines 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Foley Family Wines 401(k) Plan side-by-side with 3 peers →

Foley Family Wines 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dunham Associates, Inc. 401(k) Plan in MN ($48M); by covered participants it is Alegeus Technologies LLC 401(k) Plan in MA (655 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (655 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 Foley Family Wines 401(k) Plan assets move in 2024? ▼
Foley Family Wines 401(k) Plan grew sharply - up 19.6% during 2024, from $40M to $48M. Reported net income was $8M.
How have Foley Family Wines, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Foley Family Wines, Inc.'s sponsor-wide assets grew 69.9%, from $28M to $48M.
Where does Foley Family Wines 401(k) Plan rank by assets among Form 5500 filers? ▼
Foley Family Wines 401(k) Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Foley Family Wines 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dunham Associates, Inc. 401(k) Plan in MN ($48M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Foley Family Wines 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alegeus Technologies LLC 401(k) Plan in MA (655 participants, $58M 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 260823176.

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.