THE WINE GROUP, LLC
Plan context: The Wine Group Retirement and Savings Plan
EIN 94-2756233 • Ripon, CA • 56 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
623
2024 Assets
$152,872,093
2024 Contributions
$12,592,461
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 | 3 | 623 | $152,872,093 | $12,592,461 | $20,213iApproximate average salary by contribution assumption: employee only about $505,315 at 4% or $336,877 at 6%; with 50% employer match about $336,877 at 4% or $224,585 at 6%; with 100% employer match about $252,658 at 4% or $168,438 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 623 | $135,657,806 | $10,917,313 | $17,524iApproximate average salary by contribution assumption: employee only about $438,094 at 4% or $292,063 at 6%; with 50% employer match about $292,063 at 4% or $194,709 at 6%; with 100% employer match about $219,047 at 4% or $146,031 at 6%. |
| The Wine Group - Franzia Winery Retirement and Savings Plan | - | 372 | $17,214,287 | $1,675,148 | $4,503iApproximate average salary by contribution assumption: employee only about $112,577 at 4% or $75,051 at 6%; with 50% employer match about $75,051 at 4% or $50,034 at 6%; with 100% employer match about $56,289 at 4% or $37,526 at 6%. |
| The Wine Group Inc. Health Benefit Plan | - | 621 | - | - | - |
| 2023 | 3 | 711 | $143,982,601 | $13,345,546 | $18,770iApproximate average salary by contribution assumption: employee only about $469,253 at 4% or $312,835 at 6%; with 50% employer match about $312,835 at 4% or $208,557 at 6%; with 100% employer match about $234,626 at 4% or $156,418 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 711 | $127,793,251 | $11,662,617 | $16,403iApproximate average salary by contribution assumption: employee only about $410,078 at 4% or $273,385 at 6%; with 50% employer match about $273,385 at 4% or $182,257 at 6%; with 100% employer match about $205,039 at 4% or $136,693 at 6%. |
| The Wine Group - Franzia Winery Retirement and Savings Plan | - | 358 | $16,189,350 | $1,682,929 | $4,701iApproximate average salary by contribution assumption: employee only about $117,523 at 4% or $78,349 at 6%; with 50% employer match about $78,349 at 4% or $52,232 at 6%; with 100% employer match about $58,761 at 4% or $39,174 at 6%. |
| The Wine Group Inc. Health Benefit Plan | - | 687 | - | - | - |
| 2022 | 3 | 702 | $130,451,283 | $12,265,019 | $17,472iApproximate average salary by contribution assumption: employee only about $436,788 at 4% or $291,192 at 6%; with 50% employer match about $291,192 at 4% or $194,128 at 6%; with 100% employer match about $218,394 at 4% or $145,596 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 688 | $116,173,285 | $10,605,763 | $15,415iApproximate average salary by contribution assumption: employee only about $385,384 at 4% or $256,923 at 6%; with 50% employer match about $256,923 at 4% or $171,282 at 6%; with 100% employer match about $192,692 at 4% or $128,461 at 6%. |
| The Wine Group - Franzia Winery Retirement and Savings Plan | - | 333 | $14,277,998 | $1,659,256 | $4,983iApproximate average salary by contribution assumption: employee only about $124,569 at 4% or $83,046 at 6%; with 50% employer match about $83,046 at 4% or $55,364 at 6%; with 100% employer match about $62,284 at 4% or $41,523 at 6%. |
| The Wine Group Inc. Health Benefit Plan | - | 702 | - | - | - |
| 2021 | 3 | 721 | $153,644,376 | $10,941,160 | $15,175iApproximate average salary by contribution assumption: employee only about $379,374 at 4% or $252,916 at 6%; with 50% employer match about $252,916 at 4% or $168,611 at 6%; with 100% employer match about $189,687 at 4% or $126,458 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 721 | $137,226,661 | $9,418,506 | $13,063iApproximate average salary by contribution assumption: employee only about $326,578 at 4% or $217,719 at 6%; with 50% employer match about $217,719 at 4% or $145,146 at 6%; with 100% employer match about $163,289 at 4% or $108,859 at 6%. |
| The Wine Group - Franzia Winery Retirement and Savings Plan | - | 336 | $16,417,715 | $1,522,654 | $4,532iApproximate average salary by contribution assumption: employee only about $113,293 at 4% or $75,528 at 6%; with 50% employer match about $75,528 at 4% or $50,352 at 6%; with 100% employer match about $56,646 at 4% or $37,764 at 6%. |
| The Wine Group Inc. Health Benefit Plan | - | 692 | - | - | - |
| 2020 | 3 | 762 | $136,120,242 | $13,396,933 | $17,581iApproximate average salary by contribution assumption: employee only about $439,532 at 4% or $293,021 at 6%; with 50% employer match about $293,021 at 4% or $195,348 at 6%; with 100% employer match about $219,766 at 4% or $146,511 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 762 | $121,750,083 | $11,973,375 | $15,713iApproximate average salary by contribution assumption: employee only about $392,827 at 4% or $261,885 at 6%; with 50% employer match about $261,885 at 4% or $174,590 at 6%; with 100% employer match about $196,414 at 4% or $130,942 at 6%. |
| The Wine Group - Franzia Winery Retirement and Savings Plan | - | 356 | $14,370,159 | $1,423,558 | $3,999iApproximate average salary by contribution assumption: employee only about $99,969 at 4% or $66,646 at 6%; with 50% employer match about $66,646 at 4% or $44,431 at 6%; with 100% employer match about $49,984 at 4% or $33,323 at 6%. |
| The Wine Group Inc. Health Benefit Plan | - | 705 | - | - | - |
| 2019 | 2 | 739 | $106,701,742 | $10,919,136 | $14,776iApproximate average salary by contribution assumption: employee only about $369,389 at 4% or $246,259 at 6%; with 50% employer match about $246,259 at 4% or $164,173 at 6%; with 100% employer match about $184,694 at 4% or $123,130 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 739 | $106,701,742 | $10,919,136 | $14,776iApproximate average salary by contribution assumption: employee only about $369,389 at 4% or $246,259 at 6%; with 50% employer match about $246,259 at 4% or $164,173 at 6%; with 100% employer match about $184,694 at 4% or $123,130 at 6%. |
| The Wine Group Inc. Health Benefit Plan | - | 690 | - | - | - |
| 2018 | 2 | 814 | $88,643,004 | $10,740,047 | $13,194iApproximate average salary by contribution assumption: employee only about $329,854 at 4% or $219,903 at 6%; with 50% employer match about $219,903 at 4% or $146,602 at 6%; with 100% employer match about $164,927 at 4% or $109,951 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 814 | $88,643,004 | $10,740,047 | $13,194iApproximate average salary by contribution assumption: employee only about $329,854 at 4% or $219,903 at 6%; with 50% employer match about $219,903 at 4% or $146,602 at 6%; with 100% employer match about $164,927 at 4% or $109,951 at 6%. |
| The Wine Group Inc. Health Benefit Plan | - | 650 | - | - | - |
| 2017 | 2 | 826 | $93,410,107 | $12,526,676 | $15,165iApproximate average salary by contribution assumption: employee only about $379,137 at 4% or $252,758 at 6%; with 50% employer match about $252,758 at 4% or $168,505 at 6%; with 100% employer match about $189,568 at 4% or $126,379 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 826 | $93,410,107 | $12,526,676 | $15,165iApproximate average salary by contribution assumption: employee only about $379,137 at 4% or $252,758 at 6%; with 50% employer match about $252,758 at 4% or $168,505 at 6%; with 100% employer match about $189,568 at 4% or $126,379 at 6%. |
| The Wine Group Inc. Health Benefit Plan | - | 714 | - | - | - |
| 2016 | 2 | 769 | $78,103,436 | $10,955,522 | $14,246iApproximate average salary by contribution assumption: employee only about $356,161 at 4% or $237,441 at 6%; with 50% employer match about $237,441 at 4% or $158,294 at 6%; with 100% employer match about $178,081 at 4% or $118,720 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 769 | $78,103,436 | $10,955,522 | $14,246iApproximate average salary by contribution assumption: employee only about $356,161 at 4% or $237,441 at 6%; with 50% employer match about $237,441 at 4% or $158,294 at 6%; with 100% employer match about $178,081 at 4% or $118,720 at 6%. |
| The Wine Group Inc. Health Benefit Plan | - | 659 | - | - | - |
| 2015 | 2 | 707 | $67,847,050 | $8,666,525 | $12,258iApproximate average salary by contribution assumption: employee only about $306,454 at 4% or $204,303 at 6%; with 50% employer match about $204,303 at 4% or $136,202 at 6%; with 100% employer match about $153,227 at 4% or $102,151 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 707 | $67,847,050 | $8,666,525 | $12,258iApproximate average salary by contribution assumption: employee only about $306,454 at 4% or $204,303 at 6%; with 50% employer match about $204,303 at 4% or $136,202 at 6%; with 100% employer match about $153,227 at 4% or $102,151 at 6%. |
| The Wine Group Inc. Health Benefit Plan | - | 635 | - | - | - |
| 2014 | 2 | 578 | $67,393,507 | $7,775,150 | $13,452iApproximate average salary by contribution assumption: employee only about $336,295 at 4% or $224,197 at 6%; with 50% employer match about $224,197 at 4% or $149,465 at 6%; with 100% employer match about $168,148 at 4% or $112,098 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 578 | $67,393,507 | $7,775,150 | $13,452iApproximate average salary by contribution assumption: employee only about $336,295 at 4% or $224,197 at 6%; with 50% employer match about $224,197 at 4% or $149,465 at 6%; with 100% employer match about $168,148 at 4% or $112,098 at 6%. |
| The Wine Group Inc. Health Benefit Plan | - | 537 | - | - | - |
| 2013 | 3 | 574 | $69,787,414 | $9,260,146 | $16,133iApproximate average salary by contribution assumption: employee only about $403,316 at 4% or $268,878 at 6%; with 50% employer match about $268,878 at 4% or $179,252 at 6%; with 100% employer match about $201,658 at 4% or $134,439 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 574 | $62,953,461 | $8,170,427 | $14,234iApproximate average salary by contribution assumption: employee only about $355,855 at 4% or $237,237 at 6%; with 50% employer match about $237,237 at 4% or $158,158 at 6%; with 100% employer match about $177,927 at 4% or $118,618 at 6%. |
| The Wine Group - Franzia Winery Retirement and Savings Plan | - | 352 | $6,833,953 | $1,089,719 | $3,096iApproximate average salary by contribution assumption: employee only about $77,395 at 4% or $51,597 at 6%; with 50% employer match about $51,597 at 4% or $34,398 at 6%; with 100% employer match about $38,697 at 4% or $25,798 at 6%. |
| The Wine Group Inc. Health Benefit Plan | - | 553 | - | - | - |
| 2012 | 3 | 712 | $55,430,539 | $8,195,310 | $11,510iApproximate average salary by contribution assumption: employee only about $287,757 at 4% or $191,838 at 6%; with 50% employer match about $191,838 at 4% or $127,892 at 6%; with 100% employer match about $143,878 at 4% or $95,919 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 712 | $50,002,197 | $6,981,128 | $9,805iApproximate average salary by contribution assumption: employee only about $245,124 at 4% or $163,416 at 6%; with 50% employer match about $163,416 at 4% or $108,944 at 6%; with 100% employer match about $122,562 at 4% or $81,708 at 6%. |
| The Wine Group - Franzia Winery Retirement and Savings Plan | - | 400 | $5,428,342 | $1,214,182 | $3,035iApproximate average salary by contribution assumption: employee only about $75,886 at 4% or $50,591 at 6%; with 50% employer match about $50,591 at 4% or $33,727 at 6%; with 100% employer match about $37,943 at 4% or $25,295 at 6%. |
| The Wine Group Inc. Health Benefit Plan | - | 536 | - | - | - |
| 2011 | 3 | 672 | $47,077,147 | $7,310,152 | $10,878iApproximate average salary by contribution assumption: employee only about $271,955 at 4% or $181,303 at 6%; with 50% employer match about $181,303 at 4% or $120,869 at 6%; with 100% employer match about $135,978 at 4% or $90,652 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 672 | $43,111,367 | $6,210,141 | $9,241iApproximate average salary by contribution assumption: employee only about $231,032 at 4% or $154,021 at 6%; with 50% employer match about $154,021 at 4% or $102,681 at 6%; with 100% employer match about $115,516 at 4% or $77,011 at 6%. |
| The Wine Group - Franzia Winery Retirement and Savings Plan | - | 375 | $3,965,780 | $1,100,011 | $2,933iApproximate average salary by contribution assumption: employee only about $73,334 at 4% or $48,889 at 6%; with 50% employer match about $48,889 at 4% or $32,593 at 6%; with 100% employer match about $36,667 at 4% or $24,445 at 6%. |
| The Wine Group Inc. Health Benefit Plan | - | 475 | - | - | - |
| 2010 | 3 | 501 | $44,616,087 | $6,580,503 | $13,135iApproximate average salary by contribution assumption: employee only about $328,368 at 4% or $218,912 at 6%; with 50% employer match about $218,912 at 4% or $145,942 at 6%; with 100% employer match about $164,184 at 4% or $109,456 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 501 | $41,293,357 | $5,536,745 | $11,051iApproximate average salary by contribution assumption: employee only about $276,285 at 4% or $184,190 at 6%; with 50% employer match about $184,190 at 4% or $122,793 at 6%; with 100% employer match about $138,142 at 4% or $92,095 at 6%. |
| The Wine Group - Franzia Winery Retirement and Savings Plan | - | 413 | $3,322,730 | $1,043,758 | $2,527iApproximate average salary by contribution assumption: employee only about $63,181 at 4% or $42,121 at 6%; with 50% employer match about $42,121 at 4% or $28,081 at 6%; with 100% employer match about $31,591 at 4% or $21,060 at 6%. |
| The Wine Group Inc. Health Benefit Plan | - | 461 | - | - | - |
| 2009 | 3 | 455 | $36,555,696 | $5,560,774 | $12,221iApproximate average salary by contribution assumption: employee only about $305,537 at 4% or $203,691 at 6%; with 50% employer match about $203,691 at 4% or $135,794 at 6%; with 100% employer match about $152,769 at 4% or $101,846 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 455 | $34,458,139 | $4,585,114 | $10,077iApproximate average salary by contribution assumption: employee only about $251,929 at 4% or $167,953 at 6%; with 50% employer match about $167,953 at 4% or $111,969 at 6%; with 100% employer match about $125,965 at 4% or $83,976 at 6%. |
| The Wine Group - Franzia Winery Retirement and Savings Plan | - | 351 | $2,097,557 | $975,660 | $2,780iApproximate average salary by contribution assumption: employee only about $69,491 at 4% or $46,328 at 6%; with 50% employer match about $46,328 at 4% or $30,885 at 6%; with 100% employer match about $34,746 at 4% or $23,164 at 6%. |
| The Wine Group Inc. Health Benefit Plan | - | 401 | - | - | - |
| 2008 | 3 | 399 | $29,599,979 | $5,045,772 | $12,646iApproximate average salary by contribution assumption: employee only about $316,151 at 4% or $210,767 at 6%; with 50% employer match about $210,767 at 4% or $140,512 at 6%; with 100% employer match about $158,076 at 4% or $105,384 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 399 | $28,744,219 | $4,029,344 | $10,099iApproximate average salary by contribution assumption: employee only about $252,465 at 4% or $168,310 at 6%; with 50% employer match about $168,310 at 4% or $112,207 at 6%; with 100% employer match about $126,233 at 4% or $84,155 at 6%. |
| The Wine Group - Franzia Winery Retirement and Savings Plan | - | 306 | $855,760 | $1,016,428 | $3,322iApproximate average salary by contribution assumption: employee only about $83,042 at 4% or $55,361 at 6%; with 50% employer match about $55,361 at 4% or $36,907 at 6%; with 100% employer match about $41,521 at 4% or $27,681 at 6%. |
| The Wine Group Inc. Health Benefit Plan | - | 389 | - | - | - |
| 2007 | 2 | 382 | $38,872,162 | $4,064,131 | $10,639iApproximate average salary by contribution assumption: employee only about $265,977 at 4% or $177,318 at 6%; with 50% employer match about $177,318 at 4% or $118,212 at 6%; with 100% employer match about $132,989 at 4% or $88,659 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 382 | $38,872,162 | $4,064,131 | $10,639iApproximate average salary by contribution assumption: employee only about $265,977 at 4% or $177,318 at 6%; with 50% employer match about $177,318 at 4% or $118,212 at 6%; with 100% employer match about $132,989 at 4% or $88,659 at 6%. |
| The Wine Group Inc. Health Benefit Plan | - | 370 | - | - | - |
| 2006 | 2 | 401 | $34,731,954 | $3,361,664 | $8,383iApproximate average salary by contribution assumption: employee only about $209,580 at 4% or $139,720 at 6%; with 50% employer match about $139,720 at 4% or $93,147 at 6%; with 100% employer match about $104,790 at 4% or $69,860 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 401 | $34,731,954 | $3,361,664 | $8,383iApproximate average salary by contribution assumption: employee only about $209,580 at 4% or $139,720 at 6%; with 50% employer match about $139,720 at 4% or $93,147 at 6%; with 100% employer match about $104,790 at 4% or $69,860 at 6%. |
| The Wine Group Inc. Health Benefit Plan | - | 358 | - | - | - |
| 2005 | 1 | 303 | $29,533,413 | $3,382,265 | $11,163iApproximate average salary by contribution assumption: employee only about $279,065 at 4% or $186,043 at 6%; with 50% employer match about $186,043 at 4% or $124,029 at 6%; with 100% employer match about $139,532 at 4% or $93,022 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 303 | $29,533,413 | $3,382,265 | $11,163iApproximate average salary by contribution assumption: employee only about $279,065 at 4% or $186,043 at 6%; with 50% employer match about $186,043 at 4% or $124,029 at 6%; with 100% employer match about $139,532 at 4% or $93,022 at 6%. |
| 2004 | 2 | 260 | $26,493,579 | $2,021,549 | $7,775iApproximate average salary by contribution assumption: employee only about $194,380 at 4% or $129,586 at 6%; with 50% employer match about $129,586 at 4% or $86,391 at 6%; with 100% employer match about $97,190 at 4% or $64,793 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 229 | $26,493,579 | $2,021,549 | $8,828iApproximate average salary by contribution assumption: employee only about $220,693 at 4% or $147,129 at 6%; with 50% employer match about $147,129 at 4% or $98,086 at 6%; with 100% employer match about $110,347 at 4% or $73,564 at 6%. |
| The Wine Group Inc. Health Benefit Plan | - | 260 | - | - | - |
| 2002 | 1 | 215 | $17,472,056 | $1,774,097 | $8,252iApproximate average salary by contribution assumption: employee only about $206,290 at 4% or $137,527 at 6%; with 50% employer match about $137,527 at 4% or $91,685 at 6%; with 100% employer match about $103,145 at 4% or $68,763 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 215 | $17,472,056 | $1,774,097 | $8,252iApproximate average salary by contribution assumption: employee only about $206,290 at 4% or $137,527 at 6%; with 50% employer match about $137,527 at 4% or $91,685 at 6%; with 100% employer match about $103,145 at 4% or $68,763 at 6%. |
| 2001 | 1 | 173 | $18,424,377 | $1,413,030 | $8,168iApproximate average salary by contribution assumption: employee only about $204,195 at 4% or $136,130 at 6%; with 50% employer match about $136,130 at 4% or $90,753 at 6%; with 100% employer match about $102,098 at 4% or $68,065 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 173 | $18,424,377 | $1,413,030 | $8,168iApproximate average salary by contribution assumption: employee only about $204,195 at 4% or $136,130 at 6%; with 50% employer match about $136,130 at 4% or $90,753 at 6%; with 100% employer match about $102,098 at 4% or $68,065 at 6%. |
| 2000 | 1 | 174 | $20,508,950 | $1,854,046 | $10,655iApproximate average salary by contribution assumption: employee only about $266,386 at 4% or $177,591 at 6%; with 50% employer match about $177,591 at 4% or $118,394 at 6%; with 100% employer match about $133,193 at 4% or $88,795 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 174 | $20,508,950 | $1,854,046 | $10,655iApproximate average salary by contribution assumption: employee only about $266,386 at 4% or $177,591 at 6%; with 50% employer match about $177,591 at 4% or $118,394 at 6%; with 100% employer match about $133,193 at 4% or $88,795 at 6%. |
| 1999 | 1 | 207 | $20,758,617 | $1,237,138 | $5,977iApproximate average salary by contribution assumption: employee only about $149,413 at 4% or $99,609 at 6%; with 50% employer match about $99,609 at 4% or $66,406 at 6%; with 100% employer match about $74,706 at 4% or $49,804 at 6%. |
| The Wine Group Retirement and Savings Plan | - | 207 | $20,758,617 | $1,237,138 | $5,977iApproximate average salary by contribution assumption: employee only about $149,413 at 4% or $99,609 at 6%; with 50% employer match about $99,609 at 4% or $66,406 at 6%; with 100% employer match about $74,706 at 4% or $49,804 at 6%. |