401(k) · DOL Form 5500 · 2024

Sutter Home Winery, Inc. 401(k) Plan

Data updated 2026-08-25

$341M
Total assets Above avg plan size
1,140
Participants Near avg headcount
96th
Percentile by assets National rank
$299,435
Avg per participant High balance/head
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Official DOL plan name: Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan · Sponsored by Sutter Home Winery, Inc. · California · Manufacturing

$341M in assets, 1,140 participants

Sutter Home Winery, Inc.'s Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan reported $341M in total assets and 1,140 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #16,705 in Manufacturing (17,777 peers)

Where Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan sits by assets

Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan sits in the top 5% of all filed plans by assets, $341M for 1,140 participants (~$299,435/participant), up 3.0% in 2024.

#16,705
in Manufacturing (17,777 peers)
+3.0%
assets growth YoY
3.4×
vs typical plan assets (national mean)

Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan's outsized position by total assets

Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$341,355,550 Top 4% higher than 96% 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

Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan'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. Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan lands in the large band (1,140 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan reported net income fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan reported participants fell from 1,191 in the plan year 2023 filing to 1,140 in the plan year 2024 filing.
  • Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $332M in the plan year 2023 filing to $341M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 941080860 · Sutter Home Winery, Inc. PY 2024 · 401(k)

Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan · $341M · 1,140 · 96th

  • PCT $341M
  • PCT 1,140
  • PCT 96th
  • PCT 401(k)
  • PCT near Swire Coca-Cola 401(k) Plan
  • PCT ind #16705

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 →

Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Swire Coca-Cola 401(k) Plan$341MSutter Home Winery, Inc. 401(k) and Profit Sharing PlanSutter Home Winery, Inc. 401…$341MSammons Enterprises, Inc. 401(k) Savings PlanSammons Enterprises, Inc. 40…$341MGeodis USA Retirement Plan$341MRetirement Savings Plan of NewmontRetirement Savings Plan of N…$341M
End-of-year total assets ($M) among Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$332M
Net Assets (End of Year)$341M
Net Income$10M
Employer EIN941080860
Plan Effective Date1977-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sutter Home Winery, Inc.)

Sponsor-wide plan assets over time

All Sutter Home Winery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$341M 6.945134046849264% vs 2022
2024 filing year
$310M$320M$330M$340M$350M 202220232024 $319M $341M ▲ +6.9%
Year Plans Participants Total Assets
2022 1 1,251 $319M
2023 1 1,191 $332M
2024 1 1,140 $341M

Nearby 401(k) Plans in California

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

Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.34135555 · Participants: 1140Sutter Home Winery, Inc. 401(k) and Profit Sharing 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
Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Swire Coca-Cola 401(k) Plan in UT ($341M); by covered participants it is Coeur Mining Defined Contribution and 401(k) Plan in IL (1,140 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($341M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,140 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 Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan assets move in 2024? ▼
Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan edged up modestly - up 3.0% during 2024, from $332M to $341M. Reported net income was $10M.
How have Sutter Home Winery, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sutter Home Winery, Inc.'s sponsor-wide assets grew 6.9%, from $319M to $341M.
Where does Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Swire Coca-Cola 401(k) Plan in UT ($341M, 6,744 participants).
Which 401(k) plans cover a similar participant headcount to Sutter Home Winery, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coeur Mining Defined Contribution and 401(k) Plan in IL (1,140 participants, $186M 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 941080860.

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.