Sonoma, 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, Sonoma, CA has 16 loaded benefit plan(s) reported by 13 plan sponsor(s), with $63,189,475 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 13
- Latest filing year
- 2023
What stands out in Sonoma
- 16 loaded plans hold $63.2M in reported assets across 13 sponsors.
- The largest, Freixenet Sonoma Caves, Inc. Profit Sharing Plan, holds 26% of reported Sonoma plan assets.
- Plans cover 1,994 participants — about 125 per plan.
- 75% of loaded plans report full Schedule H/I financial statements.
- 25% 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 Sonoma, 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.
Sonoma market comparison
Largest loaded plans in Sonoma
Bars show each plan's reported end-of-year assets relative to the largest.
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- 10
- 11Two Daughters Logistics, Inc. · 2023
- 12
- 13Golden Gate Bell LLC Health And Welfare Plannot reported in the loaded datasetGolden Gate Bell LLC · 2023
- 14Laura Chenel'S Chevre, Inc. Wrap Plannot reported in the loaded datasetLaura Chenel'S Chevre, Inc. · 2023
- 15Cline Cellars, Inc. Health And Welfare Plannot reported in the loaded datasetCline Cellars, Inc. · 2023
- 16Freixenet Sonoma Caves Dba Gloria Ferrer Caves & Vineyardsnot reported in the loaded datasetFreixenet Sonoma Caves · 2023
Largest plans in Sonoma → · Sonoma plans by participants → · Sonoma plans with financial data → · Sonoma plans with provider compensation → · $1B+ plans in Sonoma →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Sonoma, CA?
- 16 plan(s) reported by 13 sponsor(s) are loaded for Sonoma, CA.
Related Form 5500 pages
- All CA Form 5500 filings
- Freixenet Sonoma Caves, Inc. Profit Sharing Plan (plan 001)
- Freixenet Sonoma Caves, Inc. — all reported plans
- V. Sangiacomo & Sons 401(K) Plan (plan 001)
- V. Sangiacomo & Sons — all reported plans
- Cline Cellars 401(K) Savings Plan (plan 001)
- Cline Cellars, Inc. — all reported plans
- World Products Inc. Employee Stock Ownership Plan (plan 004)
- World Products Inc. — all reported plans
- Vode Lighting 401(K) Plan (plan 001)
- Vode Lighting, LLC — all reported plans
- World Products Inc. 401(K) Plan (plan 003)
- Larbre Well Drilling & Pumps Profit Sharing Plan (plan 001)
- Larbre Well Drilling & Pumps Inc — all reported plans
- 3 Badge Beverage, Inc. 401(K) Plan (plan 001)
- 3 Badge Beverage, Inc. — all reported plans
- Maven Investments, Inc. 401(K) Plan (plan 001)
- Maven Investments, Inc. — all reported plans
- P And L Fitness Inc. 401(K) Plan (plan 001)
- P And L Fitness Inc. — all reported plans
- Two Daughters Logistics, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Two Daughters Logistics, Inc. — all reported plans
- Maranda Ranch Kennels 401(K) Profit Sharing Plan (plan 001)
- Maranda Ranch Kennels, Inc. — all reported plans
- Golden Gate Bell LLC Health And Welfare Plan (plan 504)
- Golden Gate Bell LLC — all reported plans
- Laura Chenel'S Chevre, Inc. Wrap Plan (plan 501)
- Laura Chenel'S Chevre, Inc. — all reported plans
- Cline Cellars, Inc. Health And Welfare Plan (plan 501)
- Methodology
- Data sources