Assets by plan
Share of aggregate retirement assets
- RETIREMENT & Savings (#001)$173.3M
Filings through .
The Wine Group, Inc.
EIN 94-2756233wine and spiritsLatest filing 2025
Plans
3
Retirement
2
$193.7M assets
Health & Benefits
1
$928K premiums
Participants
2,873
17000 E. HWY 120 - RIPON, CA 95366209-599-4111thewinegroup.comLinkedIn1001-5000 employeeswine and spirits
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $193.7M assets / 1,814 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- CHARLES SCHWAB & CO., INC.$193.7M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $928K premiums / 1,395 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$928K
- Life$654K
- Long-term disability$654K
- Short-term disability$251K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE WINE GROUP RETIREMENT & SAVINGS PLAN
401(k)
Assets$173.3M
Participants1,381
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THE WINE GROUP - FRANZIA WINERY RETIREMENT AND SAVINGS PLAN
401(k)
Assets$20.4M
Participants433
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
THE WINE GROUP, INC. HEALTH BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$928K
Covered lives1,395
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE WINE GROUP RETIREMENT & SAVINGS PLAN | 401(k) | $173.3M | 1,381 | 2025 |
| #002 | THE WINE GROUP - FRANZIA WINERY RETIREMENT AND SAVINGS PLAN | 401(k) | $20.4M | 433 | 2025 |
- #001 · 401(k) · 20251,381
- #002 · 401(k) · 2025433
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | THE WINE GROUP, INC. HEALTH BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $928K | 1,395 | 2025 |
- #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 20251,395
Retirement plans
Health & Benefits plans