401(k) · DOL Form 5500 · 2024

California Association of Winegrape Growers 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
1,066
Participants Near avg headcount
70th
Percentile by assets National rank
$18,746
Avg per participant Low balance/head
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Official DOL plan name: California Association of Winegrape Growers Retirement Plan and Trust · Sponsored by California Association of Winegrape Growers · Iowa · Agriculture, Forestry & Fishing

$20M in assets, 1,066 participants

California Association of Winegrape Growers's California Association of Winegrape Growers Retirement Plan and Trust reported $20M in total assets and 1,066 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #954 in Agriculture, Forestry & Fishing (1,217 peers)

2024 asset change

California Association of Winegrape Growers Retirement Plan and Trust pulled back noticeably 12.8% in 2024 ($23M → $20M) for 1,066 participants.

#954
in Agriculture, Forestry & Fishing (1,217 peers)
-12.8%
assets change YoY

California Association of Winegrape Growers Retirement Plan and Trust's outsized position by total assets

California Association of Winegrape Growers Retirement Plan and Trust vs every filed plan by assets

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

$19,983,718 Top 30% higher than 70% 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

California Association of Winegrape Growers Retirement Plan and Trust's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Association of Winegrape Growers Retirement Plan and Trust lands in the large band (1,066 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • California Association of Winegrape Growers Retirement Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • California Association of Winegrape Growers Retirement Plan and Trust end-of-year assets fell from $23M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 942292593 · California Association of Winegrape Growers PY 2024 · 401(k)

California Association of Winegrape Growers Retirement Plan and Trust · $20M · 1,066 · 70th

  • BOY $20M
  • SCH 1,066
  • EBSA 70th
  • PART 401(k)
  • TYPE near Entertainment Benefits Group 401(k) Profit Sharing Plan
  • NET ind #954

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Iowa →

California Association of Winegrape Growers Retirement Plan and Trust in the asset neighbourhood

Itasca International, Inc. 401(k) Plan & TrustItasca International, Inc. 4…$20MBarfield, Inc. 401(k) Savings PlanBarfield, Inc. 401(k) Saving…$20MCalifornia Association of Winegrape Growers Retirement Plan and TrustCalifornia Association of Wi…$20MEntertainment Benefits Group 401(k) Profit Sharing PlanEntertainment Benefits Group…$20MHoward L. Zimmerman, Architects & Engineers, D.P.C. 401(k) PlanHoward L. Zimmerman, Archite…$20M
End-of-year total assets ($M) among California Association of Winegrape Growers Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California Association of Winegrape Growers years around the 2024 move

Sponsor-wide plan assets over time

All California Association of Winegrape Growers plans reported in each filing year

Latest sponsor-wide plan assets
$20M 8.788076432105761% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $18.4M $20M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 1,018 $18M
2023 1 1,068 $23M
2024 1 1,066 $20M

2024 asset-move particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income$1M
Employer EIN942292593
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

California Association of Winegrape Growers Retirement Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants California Association of Winegrape Growers Retirement Plan and Trust, Total assets ($B): 0.019983718 · Participants: 1066California Association of Winegrape Growers Retirement Plan and TrustThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
California Association of Winegrape Growers Retirement Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare California Association of Winegrape Growers Retirement Plan and Trust side-by-side with 3 peers →

California Association of Winegrape Growers Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Entertainment Benefits Group 401(k) Profit Sharing Plan in FL ($20M); by covered participants it is Encore Electric, Inc. 401(k) Plan in CO (1,066 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,066 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 California Association of Winegrape Growers Retirement Plan and Trust assets move in 2024? ▼
California Association of Winegrape Growers Retirement Plan and Trust pulled back noticeably - down 12.8% during 2024, from $23M to $20M. Reported net income was $1M.
How have California Association of Winegrape Growers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Association of Winegrape Growers's sponsor-wide assets grew 8.8%, from $18M to $20M.
Which 401(k) plans are similar in size to California Association of Winegrape Growers Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Entertainment Benefits Group 401(k) Profit Sharing Plan in FL ($20M, 361 participants).
Which 401(k) plans cover a similar participant headcount to California Association of Winegrape Growers Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Encore Electric, Inc. 401(k) Plan in CO (1,066 participants, $92M 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 942292593.

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.