Oakville, 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, Oakville, CA has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $48,225,058 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $48,225,058
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $48,225,058
Contributions & income
- Employer contributions
- $1,842,477
- Participant contributions
- $3,089,665
- Total income / additions
- $11,394,232
Expenses & distributions
- Benefits paid / distributions
- $4,244,178
- Total expenses
- $4,484,546
- Net increase / (decrease)
- $6,909,686
Coverage
- Total reported participants
- 854
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oakville, 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 |
|---|---|---|---|
| Opus One 401(K) Plan | Opus One Winery, LLC | $21,905,983 | 2023 |
| Far Niente Wine Estates 401(K) Plan | Fn Cellars, LLC | $19,670,049 | 2023 |
| Pina Vineyard Management, LLC 401(K) Plan | New Pina Vineyard Management, LLC Dba Pina Vineyard Management | $6,649,026 | 2023 |
| Fn Cellars Health And Welfare Plan | Fn Cellars, LLC | not reported in the loaded dataset | 2023 |
| Opus One Winery Health And Welfare Plan | Opus One Winery LLC | not reported in the loaded dataset | 2023 |
Largest plans in Oakville → · Oakville plans by participants → · Oakville plans with financial data → · Oakville plans with provider compensation → · $1B+ plans in Oakville →
Related Form 5500 pages
- All CA Form 5500 filings
- Opus One 401(K) Plan (plan 002)
- Opus One Winery, LLC — all reported plans
- Far Niente Wine Estates 401(K) Plan (plan 003)
- Fn Cellars, LLC — all reported plans
- Pina Vineyard Management, LLC 401(K) Plan (plan 101)
- New Pina Vineyard Management, LLC Dba Pina Vineyard Management — all reported plans
- Fn Cellars Health And Welfare Plan (plan 501)
- Opus One Winery Health And Welfare Plan (plan 501)
- Methodology
- Data sources