St. Helena, 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, St. Helena, CA has 24 loaded benefit plan(s) reported by 20 plan sponsor(s), with $446,626,883 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 24
- Plan sponsors
- 20
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $446,626,883
- Total reported liabilities (EOY)
- $8,925,702
- Total reported net assets (EOY)
- $449,773,616
Contributions & income
- Employer contributions
- $17,235,989
- Participant contributions
- $15,892,690
- Total income / additions
- $77,585,671
Expenses & distributions
- Benefits paid / distributions
- $68,032,127
- Total expenses
- $68,836,252
- Net increase / (decrease)
- $8,749,419
Coverage
- Total reported participants
- 6,679
- Plans with financial statements
- 15
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for St. Helena, 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 |
|---|---|---|---|
| Sutter Home Winery, Inc. 401(K) And Profit Sharing Plan | Sutter Home Winery, Inc. | $331,554,744 | 2023 |
| Boisset Family Estates, Inc. Retirement Savings Plan | Boisset Family Estates, Inc. | $20,162,291 | 2023 |
| V. Sattui Winery 401(K) Profit Sharing Plan | V. Sattui Winery, Inc. | $14,955,674 | 2023 |
| C. Mondavi & Family 401(K) Retirement Plan | C. Mondavi & Family | $14,746,410 | 2023 |
| Pacific Union Company 401(K) Retirement Plan | Pacific Union Company | $10,608,774 | 2023 |
| Smiths Pharmacy 401(K) Profit Sharing Plan | Smiths Pharmacy | $3,810,164 | 2023 |
| Darrell B. Quirici, D.D.S., Inc. 401(K) Profit Sharing Plan | Darrell B. Quirici, D.D.S., Inc. | $2,513,223 | 2023 |
| Trainor Builders Employee Stock Ownership Plan | Three Soles, Inc., Dba Trainor Builders | $1,922,390 | 2023 |
| Nissen Vineyard Services, Inc. Profit Sharing Plan | Nissen Vineyard Services, Inc. | $1,264,333 | 2023 |
| Adventist Health California Medical Group, Inc. 401(K) Plan | Adventist Health California Medical Group, Inc. | $0 | 2023 |
| Meadowood Napa Valley Employee Benefit Plan | Meadowood Resorts, LLC Meadowood Napa Valley | not reported in the loaded dataset | 2023 |
| Lmr Services LLC Health And Welfare Plan | Lmr Services LLC | not reported in the loaded dataset | 2023 |
| Domain Services, LLC Employee Benefit Plan | Domain Services, LLC | not reported in the loaded dataset | 2023 |
| Whitehall Corporation Health & Welfare Plan | Whitehall Corporation | not reported in the loaded dataset | 2023 |
| Sutter Home Winery Welfare Benefit Plan | Sutter Home Winery | not reported in the loaded dataset | 2023 |
| Boisset Collection Welfare Benefits Plan | Boisset Collection | not reported in the loaded dataset | 2023 |
| Joseph Phelps Vineyards Employee Benefit Plan | Joseph Phelps Vineyards | not reported in the loaded dataset | 2023 |
| Huneeus Wines Welfare Benefits Plan | Huneeus Wines | not reported in the loaded dataset | 2023 |
Largest plans in St. Helena → · St. Helena plans by participants → · St. Helena plans with financial data → · St. Helena plans with provider compensation → · $1B+ plans in St. Helena →
Related Form 5500 pages
- All CA Form 5500 filings
- Sutter Home Winery, Inc. 401(K) And Profit Sharing Plan (plan 001)
- Sutter Home Winery, Inc. — all reported plans
- Boisset Family Estates, Inc. Retirement Savings Plan (plan 001)
- Boisset Family Estates, Inc. — all reported plans
- V. Sattui Winery 401(K) Profit Sharing Plan (plan 001)
- V. Sattui Winery, Inc. — all reported plans
- C. Mondavi & Family 401(K) Retirement Plan (plan 004)
- C. Mondavi & Family — all reported plans
- Pacific Union Company 401(K) Retirement Plan (plan 001)
- Pacific Union Company — all reported plans
- Smiths Pharmacy 401(K) Profit Sharing Plan (plan 001)
- Smiths Pharmacy — all reported plans
- Darrell B. Quirici, D.D.S., Inc. 401(K) Profit Sharing Plan (plan 001)
- Darrell B. Quirici, D.D.S., Inc. — all reported plans
- Trainor Builders Employee Stock Ownership Plan (plan 002)
- Three Soles, Inc., Dba Trainor Builders — all reported plans
- Nissen Vineyard Services, Inc. Profit Sharing Plan (plan 001)
- Nissen Vineyard Services, Inc. — all reported plans
- Adventist Health California Medical Group, Inc. 401(K) Plan (plan 002)
- Adventist Health California Medical Group, Inc. — all reported plans
- Meadowood Napa Valley Employee Benefit Plan (plan 501)
- Meadowood Resorts, LLC Meadowood Napa Valley — all reported plans
- Lmr Services LLC Health And Welfare Plan (plan 501)
- Lmr Services LLC — all reported plans
- Domain Services, LLC Employee Benefit Plan (plan 501)
- Domain Services, LLC — all reported plans
- Whitehall Corporation Health & Welfare Plan (plan 501)
- Whitehall Corporation — all reported plans
- Sutter Home Winery Welfare Benefit Plan (plan 501)
- Methodology
- Data sources