St. Helena, 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, St. Helena, CA has 24 loaded benefit plan(s) reported by 20 plan sponsor(s), with $446,626,883 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
24
Plan sponsors
20
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$446,626,883
Total reported liabilities (EOY)
$8,925,702
Total reported net assets (EOY)
$449,773,616

Contributions & income

Employer contributions
$17,235,989
Participant contributions
$15,892,690
Total income / additions
$77,585,671

Expenses & distributions

Benefits paid / distributions
$68,032,127
Total expenses
$68,836,252
Net increase / (decrease)
$8,749,419

Coverage

Total reported participants
6,679
Plans with financial statements
15
Plans with provider compensation
9

Totals sum the latest loaded 2023 public Form 5500 filing per plan for St. Helena, 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.

Largest loaded plans by reported assets

Largest loaded plans in St. Helena, CA
PlanSponsorReported assets (EOY)Year
Sutter Home Winery, Inc. 401(K) And Profit Sharing PlanSutter Home Winery, Inc.$331,554,7442023
Boisset Family Estates, Inc. Retirement Savings PlanBoisset Family Estates, Inc.$20,162,2912023
V. Sattui Winery 401(K) Profit Sharing PlanV. Sattui Winery, Inc.$14,955,6742023
C. Mondavi & Family 401(K) Retirement PlanC. Mondavi & Family$14,746,4102023
Pacific Union Company 401(K) Retirement PlanPacific Union Company$10,608,7742023
Smiths Pharmacy 401(K) Profit Sharing PlanSmiths Pharmacy$3,810,1642023
Darrell B. Quirici, D.D.S., Inc. 401(K) Profit Sharing PlanDarrell B. Quirici, D.D.S., Inc.$2,513,2232023
Trainor Builders Employee Stock Ownership PlanThree Soles, Inc., Dba Trainor Builders$1,922,3902023
Nissen Vineyard Services, Inc. Profit Sharing PlanNissen Vineyard Services, Inc.$1,264,3332023
Adventist Health California Medical Group, Inc. 401(K) PlanAdventist Health California Medical Group, Inc.$02023
Meadowood Napa Valley Employee Benefit PlanMeadowood Resorts, LLC Meadowood Napa Valleynot reported in the loaded dataset2023
Lmr Services LLC Health And Welfare PlanLmr Services LLCnot reported in the loaded dataset2023
Domain Services, LLC Employee Benefit PlanDomain Services, LLCnot reported in the loaded dataset2023
Whitehall Corporation Health & Welfare PlanWhitehall Corporationnot reported in the loaded dataset2023
Sutter Home Winery Welfare Benefit PlanSutter Home Winerynot reported in the loaded dataset2023
Boisset Collection Welfare Benefits PlanBoisset Collectionnot reported in the loaded dataset2023
Joseph Phelps Vineyards Employee Benefit PlanJoseph Phelps Vineyardsnot reported in the loaded dataset2023
Huneeus Wines Welfare Benefits PlanHuneeus Winesnot reported in the loaded dataset2023

Related Form 5500 pages