Napa Valley, 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, Napa Valley, CA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $5,521,931 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 1
- Plan sponsors
- 1
- Latest filing year
- 2023
What stands out in Napa Valley
- 1 loaded plans hold $5.5M in reported assets across 1 sponsors.
- The largest, Darioush Khaledi Winery 401(K) Profit Sharing Plan, holds 100% of reported Napa Valley plan assets.
- Plans cover 82 participants — about 82 per plan.
- 100% of loaded plans report full Schedule H/I financial statements.
- report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Napa Valley, 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.
Napa Valley market comparison
Largest loaded plans in Napa Valley
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
Largest plans in Napa Valley → · Napa Valley plans by participants → · Napa Valley plans with financial data → · Napa Valley plans with provider compensation → · $1B+ plans in Napa Valley →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Napa Valley, CA?
- 1 plan(s) reported by 1 sponsor(s) are loaded for Napa Valley, CA.