401(k) · DOL Form 5500 · 2024

The Wine Group, Inc. 401(k) Plan

Data updated 2026-08-25

$136M
Total assets Near avg plan size
745
Participants Near avg headcount
92nd
Percentile by assets National rank
$182,091
Avg per participant Above avg balance/head
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Official DOL plan name: The Wine Group Retirement & Savings Plan · Sponsored by The Wine Group, Inc. · California · Manufacturing

$136M in assets, 745 participants

The Wine Group, Inc.'s The Wine Group Retirement & Savings Plan reported $136M in total assets and 745 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.

  • #15,748 in Manufacturing (17,777 peers)

Where The Wine Group Retirement & Savings Plan sits by assets

The Wine Group Retirement & Savings Plan sits in the top 10% of all filed plans by assets, $136M for 745 participants (~$182,091/participant), up 6.2% in 2024.

#15,748
in Manufacturing (17,777 peers)
+6.2%
assets growth YoY
1.4×
vs typical plan assets (national mean)

The Wine Group Retirement & Savings Plan's outsized position by total assets

The Wine Group Retirement & Savings Plan vs every filed plan by assets

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

$135,657,806 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

The Wine Group 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. The Wine Group Retirement & Savings Plan sits mid-pack in the medium band (745 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Wine Group Retirement & Savings Plan reported net income fell from $12M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • The Wine Group Retirement & Savings Plan reported participants fell from 823 in the plan year 2023 filing to 745 in the plan year 2024 filing.
  • The Wine Group Retirement & Savings Plan end-of-year assets rose from $128M in the plan year 2023 filing to $136M 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 Retirement & Savings Plan · $136M · 745 · 92nd

  • PCT $136M
  • PCT 745
  • PCT 92nd
  • PCT 401(k)
  • PCT near Mingledorff's, Inc. Savings Incentive Plan
  • PCT ind #15748

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 Retirement & Savings Plan in the asset neighbourhood

Association of American Railroads Incentive Thrift PlanAssociation of American Rail…$136MThe Wine Group Retirement & Savings PlanThe Wine Group Retirement & …$136MMingledorff's, Inc. Savings Incentive PlanMingledorff's, Inc. Savings …$136MWatkins Associated Industries, Inc. Employees' Incentive Savings PlanWatkins Associated Industrie…$136MMlb Network, LLC 401(k) Plan$136M
End-of-year total assets ($M) among The Wine Group 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)$128M
Net Assets (End of Year)$136M
Net Income$8M
Employer EIN942756233
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Wine Group, Inc.)

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

Nearby 401(k) Plans in California

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

The Wine Group Retirement & Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Wine Group Retirement & Savings Plan, Total assets ($B): 0.135657806 · Participants: 745The Wine Group 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
The Wine Group Retirement & Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Wine Group Retirement & Savings Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Mingledorff's, Inc. Savings Incentive Plan in GA ($136M); by covered participants it is American Orthodontics Corporation Employees' Wage Investment Plan in WI (745 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (745 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 Retirement & Savings Plan assets move in 2024? ▼
The Wine Group Retirement & Savings Plan grew at a solid clip - up 6.2% during 2024, from $128M to $136M. Reported net income was $8M.
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.
Where does The Wine Group Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
The Wine Group 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 The Wine Group Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mingledorff's, Inc. Savings Incentive Plan in GA ($136M, 721 participants).
Which 401(k) plans cover a similar participant headcount to The Wine Group Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Orthodontics Corporation Employees' Wage Investment Plan in WI (745 participants, $80M 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.