The Wine Institute
Plan context: Wine Institute 401(K) Plan
EIN 94-0987020 • San Francisco, CA • 27 filings • 4 plans
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
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2008 | 1 | 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%. |
| 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%. |
| 2007 | 1 | 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%. |
| 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%. |
| 2006 | 1 | 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%. |
| 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%. |
| 2005 | 1 | 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%. |
| 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%. |
| 2004 | 1 | 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%. |
| 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%. |
| 2003 | 1 | 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%. |
| 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%. |
| 2002 | 1 | 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%. |
| 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%. |
| 2001 | 1 | 47 | $0 | $0 | - |
| Wine Institute 401(K) Plan | - | 47 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| The Wine Institute Defined Benefit Pension Plan | - | 0 | - | - | - |
| 1999 | 2 | 23 | $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 | - | - |