Napa, CA Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Napa, CA has 54 loaded benefit plan(s) reported by 41 plan sponsor(s), with $653,239,814 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 54
- Plan sponsors
- 41
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $653,239,814
- Total reported liabilities (EOY)
- $32,332,678
- Total reported net assets (EOY)
- $620,907,136
Contributions & income
- Employer contributions
- $18,167,963
- Participant contributions
- $33,168,434
- Total income / additions
- $152,165,475
Expenses & distributions
- Benefits paid / distributions
- $76,354,911
- Total expenses
- $77,517,855
- Net increase / (decrease)
- $74,647,620
Coverage
- Total reported participants
- 13,891
- Plans with financial statements
- 35
- Plans with provider compensation
- 18
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Napa, CA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| The Doctors Management Company 401(K) Savings Plan | The Doctors Management Company | $274,331,914 | 2023 |
| Treasury Wine Estates Retirement Savings Plan | Treasury Wine Estates Americas Company | $117,164,380 | 2023 |
| Ole Health 403(B) Plan | Ole Health | $48,552,490 | 2023 |
| Biagi Bros., Inc. 401(K) Profit Sharing Plan | Biagi Bros., Inc. | $30,173,469 | 2023 |
| The Hess Collection 401(K) Plan | The Hess Collection Winery | $20,945,539 | 2023 |
| Chambers & Chambers, Inc. Profit Sharing 401(K) Plan | Chambers & Chambers, Inc. | $15,940,447 | 2023 |
| Crimson Wine Group 401(K) Profit Sharing Plan | Crimson Wine Group, Ltd | $13,858,105 | 2023 |
| Folio Wine Company, LLC 401(K) Plan | Folio Wine Company, LLC | $11,718,417 | 2023 |
| Dp&F 401k Plan | Dickenson Peatman & Fogarty A Professional Corp. | $11,368,930 | 2023 |
| Central Valley Employees 401(K) Plan | Central Valley Builders Supply | $11,352,700 | 2023 |
| Domaine Carneros, Ltd 401(K) Profit Sharing Plan | Domaine Carneros Ltd | $10,754,665 | 2023 |
| Cello & Maudru Construction Company, Inc. 401(K) Profit Sharing Plan | Cello & Maudru Construction Company, Inc. | $10,616,276 | 2023 |
| Trefethen Profit Sharing And 401(K) Savings Plan | Trefethen Family Winery, LLC | $9,692,223 | 2023 |
| Wineshipping.Com, LLC 401(K) Plan | Wineshipping.Com, LLC | $9,483,164 | 2023 |
| Francois Freres Usa, Inc. 401(K) Profit Sharing Plan | Francois Freres Usa, Inc. | $8,416,297 | 2023 |
| Aldea Inc. 403b Plan | Aldea Inc. | $8,088,230 | 2023 |
| Child Start, Inc. Employee Retirement Savings Plan | Child Start, Inc. | $7,992,433 | 2023 |
| Old Bridge Cellars 401(K) Plan | Obc Holdings, Inc | $6,378,349 | 2023 |
| Chaudhary And Associates, Inc. Employees Profit Sharing Plan | Chaudhary & Associates, Inc. | $5,926,162 | 2023 |
| Holman Teague Roche Anglin, Llp 401(K) Retirement Plan | Holman Teague Roche Anglin, Llp | $5,764,080 | 2023 |
| Fior Di Sole, LLC 401(K) Profit Sharing Plan | Fior Di Sole, LLC | $4,403,530 | 2023 |
| Hudson Vineyards Retirement Plan | Hudson Vineyards, LLC | $2,178,538 | 2023 |
| Perry Kerson, A Sole Proprietor Profit-Sharing Plan | Perry Kerson, A Sole Proprietor | $1,762,922 | 2023 |
| American Eagle Enterprises 401k Psp | Kincanon Enterprise, Inc. Dba American Eagle Enterprises | $1,349,850 | 2023 |
| Greenbergs Quality Motors Inc. Retirement Plan | Greenbergs Quality Motors Inc. | $1,214,241 | 2023 |
Largest plans in Napa → · Napa plans by participants → · Napa plans with financial data → · Napa plans with provider compensation → · $1B+ plans in Napa →
Related Form 5500 pages
- All CA Form 5500 filings
- The Doctors Management Company 401(K) Savings Plan (plan 002)
- The Doctors Management Company — all reported plans
- Treasury Wine Estates Retirement Savings Plan (plan 001)
- Treasury Wine Estates Americas Company — all reported plans
- Ole Health 403(B) Plan (plan 001)
- Ole Health — all reported plans
- Biagi Bros., Inc. 401(K) Profit Sharing Plan (plan 001)
- Biagi Bros., Inc. — all reported plans
- The Hess Collection 401(K) Plan (plan 001)
- The Hess Collection Winery — all reported plans
- Chambers & Chambers, Inc. Profit Sharing 401(K) Plan (plan 001)
- Chambers & Chambers, Inc. — all reported plans
- Crimson Wine Group 401(K) Profit Sharing Plan (plan 001)
- Crimson Wine Group, Ltd — all reported plans
- Folio Wine Company, LLC 401(K) Plan (plan 001)
- Folio Wine Company, LLC — all reported plans
- Dp&F 401k Plan (plan 001)
- Dickenson Peatman & Fogarty A Professional Corp. — all reported plans
- Central Valley Employees 401(K) Plan (plan 002)
- Central Valley Builders Supply — all reported plans
- Domaine Carneros, Ltd 401(K) Profit Sharing Plan (plan 001)
- Domaine Carneros Ltd — all reported plans
- Cello & Maudru Construction Company, Inc. 401(K) Profit Sharing Plan (plan 001)
- Cello & Maudru Construction Company, Inc. — all reported plans
- Trefethen Profit Sharing And 401(K) Savings Plan (plan 001)
- Trefethen Family Winery, LLC — all reported plans
- Wineshipping.Com, LLC 401(K) Plan (plan 001)
- Wineshipping.Com, LLC — all reported plans
- Francois Freres Usa, Inc. 401(K) Profit Sharing Plan (plan 001)
- Francois Freres Usa, Inc. — all reported plans
- Methodology
- Data sources