Civic Intelligence

The Wine Institute

Plan context: Wine Institute 401(K) Plan

EIN 94-0987020 • San Francisco, CA • 27 filings • 4 plans

425 Market Street, Suite 1000San Francisco, CA 94105-2424
Current Snapshot

Latest Year

2024

2024 Participants

42

2024 Assets

$17,479,150

2024 Contributions

$1,394,386

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$17,479,150$8,739,575$0199920132024YearValue
$17,479,150Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

47240199920122024YearValue
42Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024142$17,479,150$1,394,386$33,200iApproximate average salary by contribution assumption: employee only about $829,992 at 4% or $553,328 at 6%; with 50% employer match about $553,328 at 4% or $368,885 at 6%; with 100% employer match about $414,996 at 4% or $276,664 at 6%.
Wine Institute 401(K) Plan-42$17,479,150$1,394,386$33,200iApproximate average salary by contribution assumption: employee only about $829,992 at 4% or $553,328 at 6%; with 50% employer match about $553,328 at 4% or $368,885 at 6%; with 100% employer match about $414,996 at 4% or $276,664 at 6%.
2023138$14,582,414$929,524$24,461iApproximate average salary by contribution assumption: employee only about $611,529 at 4% or $407,686 at 6%; with 50% employer match about $407,686 at 4% or $271,791 at 6%; with 100% employer match about $305,764 at 4% or $203,843 at 6%.
Wine Institute 401(K) Plan-38$14,582,414$929,524$24,461iApproximate average salary by contribution assumption: employee only about $611,529 at 4% or $407,686 at 6%; with 50% employer match about $407,686 at 4% or $271,791 at 6%; with 100% employer match about $305,764 at 4% or $203,843 at 6%.
2022139$13,263,653$1,150,204$29,492iApproximate average salary by contribution assumption: employee only about $737,310 at 4% or $491,540 at 6%; with 50% employer match about $491,540 at 4% or $327,693 at 6%; with 100% employer match about $368,655 at 4% or $245,770 at 6%.
Wine Institute 401(K) Plan-39$13,263,653$1,150,204$29,492iApproximate average salary by contribution assumption: employee only about $737,310 at 4% or $491,540 at 6%; with 50% employer match about $491,540 at 4% or $327,693 at 6%; with 100% employer match about $368,655 at 4% or $245,770 at 6%.
2021137$15,527,746$1,019,689$27,559iApproximate average salary by contribution assumption: employee only about $688,979 at 4% or $459,319 at 6%; with 50% employer match about $459,319 at 4% or $306,213 at 6%; with 100% employer match about $344,490 at 4% or $229,660 at 6%.
Wine Institute 401(K) Plan-37$15,527,746$1,019,689$27,559iApproximate average salary by contribution assumption: employee only about $688,979 at 4% or $459,319 at 6%; with 50% employer match about $459,319 at 4% or $306,213 at 6%; with 100% employer match about $344,490 at 4% or $229,660 at 6%.
2020144$15,097,058$1,354,663$30,788iApproximate average salary by contribution assumption: employee only about $769,695 at 4% or $513,130 at 6%; with 50% employer match about $513,130 at 4% or $342,087 at 6%; with 100% employer match about $384,847 at 4% or $256,565 at 6%.
Wine Institute 401(K) Plan-44$15,097,058$1,354,663$30,788iApproximate average salary by contribution assumption: employee only about $769,695 at 4% or $513,130 at 6%; with 50% employer match about $513,130 at 4% or $342,087 at 6%; with 100% employer match about $384,847 at 4% or $256,565 at 6%.
2019141$11,393,737$811,376$19,790iApproximate average salary by contribution assumption: employee only about $494,741 at 4% or $329,828 at 6%; with 50% employer match about $329,828 at 4% or $219,885 at 6%; with 100% employer match about $247,371 at 4% or $164,914 at 6%.
Wine Institute 401(K) Plan-41$11,393,737$811,376$19,790iApproximate average salary by contribution assumption: employee only about $494,741 at 4% or $329,828 at 6%; with 50% employer match about $329,828 at 4% or $219,885 at 6%; with 100% employer match about $247,371 at 4% or $164,914 at 6%.
2018141$9,574,472$814,414$19,864iApproximate average salary by contribution assumption: employee only about $496,594 at 4% or $331,063 at 6%; with 50% employer match about $331,063 at 4% or $220,708 at 6%; with 100% employer match about $248,297 at 4% or $165,531 at 6%.
Wine Institute 401(K) Plan-41$9,574,472$814,414$19,864iApproximate average salary by contribution assumption: employee only about $496,594 at 4% or $331,063 at 6%; with 50% employer match about $331,063 at 4% or $220,708 at 6%; with 100% employer match about $248,297 at 4% or $165,531 at 6%.
2017144$11,018,181$816,317$18,553iApproximate average salary by contribution assumption: employee only about $463,816 at 4% or $309,211 at 6%; with 50% employer match about $309,211 at 4% or $206,141 at 6%; with 100% employer match about $231,908 at 4% or $154,605 at 6%.
Wine Institute 401(K) Plan-44$11,018,181$816,317$18,553iApproximate average salary by contribution assumption: employee only about $463,816 at 4% or $309,211 at 6%; with 50% employer match about $309,211 at 4% or $206,141 at 6%; with 100% employer match about $231,908 at 4% or $154,605 at 6%.
2016144$10,556,321$768,504$17,466iApproximate average salary by contribution assumption: employee only about $436,650 at 4% or $291,100 at 6%; with 50% employer match about $291,100 at 4% or $194,067 at 6%; with 100% employer match about $218,325 at 4% or $145,550 at 6%.
Wine Institute 401(K) Plan-44$10,556,321$768,504$17,466iApproximate average salary by contribution assumption: employee only about $436,650 at 4% or $291,100 at 6%; with 50% employer match about $291,100 at 4% or $194,067 at 6%; with 100% employer match about $218,325 at 4% or $145,550 at 6%.
2015142$11,185,041$754,026$17,953iApproximate average salary by contribution assumption: employee only about $448,825 at 4% or $299,217 at 6%; with 50% employer match about $299,217 at 4% or $199,478 at 6%; with 100% employer match about $224,413 at 4% or $149,608 at 6%.
Wine Institute 401(K) Plan-42$11,185,041$754,026$17,953iApproximate average salary by contribution assumption: employee only about $448,825 at 4% or $299,217 at 6%; with 50% employer match about $299,217 at 4% or $199,478 at 6%; with 100% employer match about $224,413 at 4% or $149,608 at 6%.
2014142$10,828,188$714,990$17,024iApproximate average salary by contribution assumption: employee only about $425,589 at 4% or $283,726 at 6%; with 50% employer match about $283,726 at 4% or $189,151 at 6%; with 100% employer match about $212,795 at 4% or $141,863 at 6%.
Wine Institute 401(K) Plan-42$10,828,188$714,990$17,024iApproximate average salary by contribution assumption: employee only about $425,589 at 4% or $283,726 at 6%; with 50% employer match about $283,726 at 4% or $189,151 at 6%; with 100% employer match about $212,795 at 4% or $141,863 at 6%.
2013143$10,098,575$655,257$15,239iApproximate average salary by contribution assumption: employee only about $380,963 at 4% or $253,976 at 6%; with 50% employer match about $253,976 at 4% or $169,317 at 6%; with 100% employer match about $190,482 at 4% or $126,988 at 6%.
Wine Institute 401(K) Plan-43$10,098,575$655,257$15,239iApproximate average salary by contribution assumption: employee only about $380,963 at 4% or $253,976 at 6%; with 50% employer match about $253,976 at 4% or $169,317 at 6%; with 100% employer match about $190,482 at 4% or $126,988 at 6%.
2012142$7,988,319$614,649$14,635iApproximate average salary by contribution assumption: employee only about $365,863 at 4% or $243,908 at 6%; with 50% employer match about $243,908 at 4% or $162,606 at 6%; with 100% employer match about $182,931 at 4% or $121,954 at 6%.
Wine Institute 401(K) Plan-42$7,988,319$614,649$14,635iApproximate average salary by contribution assumption: employee only about $365,863 at 4% or $243,908 at 6%; with 50% employer match about $243,908 at 4% or $162,606 at 6%; with 100% employer match about $182,931 at 4% or $121,954 at 6%.
2011141$6,597,359$648,739$15,823iApproximate average salary by contribution assumption: employee only about $395,573 at 4% or $263,715 at 6%; with 50% employer match about $263,715 at 4% or $175,810 at 6%; with 100% employer match about $197,786 at 4% or $131,858 at 6%.
Wine Institute 401(K) Plan-41$6,597,359$648,739$15,823iApproximate average salary by contribution assumption: employee only about $395,573 at 4% or $263,715 at 6%; with 50% employer match about $263,715 at 4% or $175,810 at 6%; with 100% employer match about $197,786 at 4% or $131,858 at 6%.
2010140$6,231,395$729,850$18,246iApproximate average salary by contribution assumption: employee only about $456,156 at 4% or $304,104 at 6%; with 50% employer match about $304,104 at 4% or $202,736 at 6%; with 100% employer match about $228,078 at 4% or $152,052 at 6%.
Wine Institute 401(K) Plan-40$6,231,395$729,850$18,246iApproximate average salary by contribution assumption: employee only about $456,156 at 4% or $304,104 at 6%; with 50% employer match about $304,104 at 4% or $202,736 at 6%; with 100% employer match about $228,078 at 4% or $152,052 at 6%.
2009146$5,457,713$741,829$16,127iApproximate average salary by contribution assumption: employee only about $403,168 at 4% or $268,779 at 6%; with 50% employer match about $268,779 at 4% or $179,186 at 6%; with 100% employer match about $201,584 at 4% or $134,389 at 6%.
Wine Institute 401(K) Plan-46$5,457,713$741,829$16,127iApproximate average salary by contribution assumption: employee only about $403,168 at 4% or $268,779 at 6%; with 50% employer match about $268,779 at 4% or $179,186 at 6%; with 100% employer match about $201,584 at 4% or $134,389 at 6%.
2008146$4,052,061$659,871$14,345iApproximate average salary by contribution assumption: employee only about $358,626 at 4% or $239,084 at 6%; with 50% employer match about $239,084 at 4% or $159,389 at 6%; with 100% employer match about $179,313 at 4% or $119,542 at 6%.
Wine Institute 401(K) Plan-46$4,052,061$659,871$14,345iApproximate average salary by contribution assumption: employee only about $358,626 at 4% or $239,084 at 6%; with 50% employer match about $239,084 at 4% or $159,389 at 6%; with 100% employer match about $179,313 at 4% or $119,542 at 6%.
2007146$5,441,341$659,263$14,332iApproximate average salary by contribution assumption: employee only about $358,295 at 4% or $238,863 at 6%; with 50% employer match about $238,863 at 4% or $159,242 at 6%; with 100% employer match about $179,148 at 4% or $119,432 at 6%.
Wine Institute 401(K) Plan-46$5,441,341$659,263$14,332iApproximate average salary by contribution assumption: employee only about $358,295 at 4% or $238,863 at 6%; with 50% employer match about $238,863 at 4% or $159,242 at 6%; with 100% employer match about $179,148 at 4% or $119,432 at 6%.
2006144$4,624,965$598,018$13,591iApproximate average salary by contribution assumption: employee only about $339,783 at 4% or $226,522 at 6%; with 50% employer match about $226,522 at 4% or $151,015 at 6%; with 100% employer match about $169,891 at 4% or $113,261 at 6%.
Wine Institute 401(K) Plan-44$4,624,965$598,018$13,591iApproximate average salary by contribution assumption: employee only about $339,783 at 4% or $226,522 at 6%; with 50% employer match about $226,522 at 4% or $151,015 at 6%; with 100% employer match about $169,891 at 4% or $113,261 at 6%.
2005145$3,590,506$572,482$12,722iApproximate average salary by contribution assumption: employee only about $318,046 at 4% or $212,030 at 6%; with 50% employer match about $212,030 at 4% or $141,354 at 6%; with 100% employer match about $159,023 at 4% or $106,015 at 6%.
Wine Institute 401(K) Plan-45$3,590,506$572,482$12,722iApproximate average salary by contribution assumption: employee only about $318,046 at 4% or $212,030 at 6%; with 50% employer match about $212,030 at 4% or $141,354 at 6%; with 100% employer match about $159,023 at 4% or $106,015 at 6%.
2004140$2,845,453$472,867$11,822iApproximate average salary by contribution assumption: employee only about $295,542 at 4% or $197,028 at 6%; with 50% employer match about $197,028 at 4% or $131,352 at 6%; with 100% employer match about $147,771 at 4% or $98,514 at 6%.
Wine Institute 401(K) Plan-40$2,845,453$472,867$11,822iApproximate average salary by contribution assumption: employee only about $295,542 at 4% or $197,028 at 6%; with 50% employer match about $197,028 at 4% or $131,352 at 6%; with 100% employer match about $147,771 at 4% or $98,514 at 6%.
2003140$2,132,358$416,093$10,402iApproximate average salary by contribution assumption: employee only about $260,058 at 4% or $173,372 at 6%; with 50% employer match about $173,372 at 4% or $115,581 at 6%; with 100% employer match about $130,029 at 4% or $86,686 at 6%.
Wine Institute 401(K) Plan-40$2,132,358$416,093$10,402iApproximate average salary by contribution assumption: employee only about $260,058 at 4% or $173,372 at 6%; with 50% employer match about $173,372 at 4% or $115,581 at 6%; with 100% employer match about $130,029 at 4% or $86,686 at 6%.
2002142$1,333,947$404,110$9,622iApproximate average salary by contribution assumption: employee only about $240,542 at 4% or $160,361 at 6%; with 50% employer match about $160,361 at 4% or $106,907 at 6%; with 100% employer match about $120,271 at 4% or $80,181 at 6%.
Wine Institute 401(K) Plan-42$1,333,947$404,110$9,622iApproximate average salary by contribution assumption: employee only about $240,542 at 4% or $160,361 at 6%; with 50% employer match about $160,361 at 4% or $106,907 at 6%; with 100% employer match about $120,271 at 4% or $80,181 at 6%.
2001147$0$0-
Wine Institute 401(K) Plan-47---
200010$0$0-
The Wine Institute Defined Benefit Pension Plan-0---
1999223$542,575$96,617$4,201iApproximate average salary by contribution assumption: employee only about $105,018 at 4% or $70,012 at 6%; with 50% employer match about $70,012 at 4% or $46,675 at 6%; with 100% employer match about $52,509 at 4% or $35,006 at 6%.
Wine Institute 401K Plan-23$527,940$96,617$4,201iApproximate average salary by contribution assumption: employee only about $105,018 at 4% or $70,012 at 6%; with 50% employer match about $70,012 at 4% or $46,675 at 6%; with 100% employer match about $52,509 at 4% or $35,006 at 6%.
The Wine Institute Defined Benefit Pension Plan-0$14,635--