401(k) · DOL Form 5500 · 2024

Treasury Wine Estates Americas Company 401(k) Plan

Data updated 2026-08-25

$129M
Total assets Near avg plan size
908
Participants Near avg headcount
92nd
Percentile by assets National rank
$142,535
Avg per participant Near avg balance/head
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Official DOL plan name: Treasury Wine Estates Retirement Savings Plan · Sponsored by Treasury Wine Estates Americas Company · California · Manufacturing

$129M in assets, 908 participants

Treasury Wine Estates Americas Company's Treasury Wine Estates Retirement Savings Plan reported $129M in total assets and 908 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #15,685 in Manufacturing (17,777 peers)

Where Treasury Wine Estates Retirement Savings Plan sits by assets

Treasury Wine Estates Retirement Savings Plan sits in the top 10% of all filed plans by assets, $129M for 908 participants (~$142,535/participant), up 10.5% in 2024.

#15,685
in Manufacturing (17,777 peers)
+10.5%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Treasury Wine Estates Retirement Savings Plan's outsized position by total assets

Treasury Wine Estates Retirement Savings Plan vs every filed plan by assets

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

$129,421,512 Top 8% higher than 92% 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

Treasury Wine Estates Retirement 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. Treasury Wine Estates Retirement Savings Plan sits mid-pack in the medium band (908 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Treasury Wine Estates Retirement Savings Plan reported participants rose from 702 in the plan year 2023 filing to 908 in the plan year 2024 filing.
  • Treasury Wine Estates Retirement Savings Plan end-of-year assets rose from $117M in the plan year 2023 filing to $129M in the plan year 2024 filing.
  • Treasury Wine Estates Retirement Savings Plan reported net income rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 942227626 · Treasury Wine Estates Americas Company PY 2024 · 401(k)

Treasury Wine Estates Retirement Savings Plan · $129M · 908 · 92nd

  • NET $129M
  • BOOK 908
  • VS-ST 92nd
  • BOY 401(k)
  • SCH near Peco Foods, Inc. Retirement Savings Plan
  • EBSA ind #15685

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 →

Treasury Wine Estates Retirement Savings Plan in the asset neighbourhood

Bhi Energy 401(k) and Profit Sharing PlanBhi Energy 401(k) and Profit…$129MSharkninja Management Company Employees Savings PlanSharkninja Management Compan…$129MTreasury Wine Estates Retirement Savings PlanTreasury Wine Estates Retire…$129MPeco Foods, Inc. Retirement Savings PlanPeco Foods, Inc. Retirement …$129MKirby Risk Corporation Retirement PlanKirby Risk Corporation Retir…$129M
End-of-year total assets ($M) among Treasury Wine Estates Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$117M
Net Assets (End of Year)$129M
Net Income$12M
Employer EIN942227626
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Treasury Wine Estates Americas Company)

Sponsor-wide plan assets over time

All Treasury Wine Estates Americas Company plans reported in each filing year

Latest sponsor-wide plan assets
$129M 22.15596703360253% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $106M $129M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 668 $106M
2023 1 702 $117M
2024 1 908 $129M

Nearby 401(k) Plans in California

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

Treasury Wine Estates Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Treasury Wine Estates Retirement Savings Plan, Total assets ($B): 0.129421512 · Participants: 908Treasury Wine Estates Retirement 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
Treasury Wine Estates Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Treasury Wine Estates Retirement Savings Plan side-by-side with 3 peers →

Treasury Wine Estates Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Peco Foods, Inc. Retirement Savings Plan in AL ($129M); by covered participants it is Jackson Furniture Industries, Inc Retirement Plan in TN (908 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($129M here).

Similar participant headcount

Nearest other-state filings by covered participants (908 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 Treasury Wine Estates Retirement Savings Plan assets move in 2024? ▼
Treasury Wine Estates Retirement Savings Plan grew at a solid clip - up 10.5% during 2024, from $117M to $129M. Reported net income was $12M.
How have Treasury Wine Estates Americas Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Treasury Wine Estates Americas Company's sponsor-wide assets grew 22.2%, from $106M to $129M.
Where does Treasury Wine Estates Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Treasury Wine Estates Retirement Savings Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Treasury Wine Estates Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peco Foods, Inc. Retirement Savings Plan in AL ($129M, 6,234 participants).
Which 401(k) plans cover a similar participant headcount to Treasury Wine Estates Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jackson Furniture Industries, Inc Retirement Plan in TN (908 participants, $5M 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 942227626.

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.