Plan5500

Duckhorn Wine Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Duckhorn Wine Company (EIN 94-2345103) is a plan sponsor located in Saint Helena, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-2345103
Location
Saint Helena, CA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$71.3MSummed across loaded plans$71,341,626
Total reported assets$71.3M$71,341,626
Total reported participants1.2K1,171
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$71.3M total assets
Net assets$71.3MLiabilities$0
Contributions & income
Employer contributions$5.1M
Participant contributions$3.9M
Total income / additions$18.8M
Expenses & distributions
Benefits paid / distributions$9.2M
Total expenses$9.4M
Net increase / (decrease)$9.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Duckhorn Wine Company 401(K) Plan
Participants per plan586Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Duckhorn Wine Company 401(K) Plan$71.3M
    Plan #001 · 704 participants · 2023
  2. 2
    Duckhorn Wine Company Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 467 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Duckhorn Wine Company
YearPlanParticipantsSchedulesFiling
2023Duckhorn Wine Company 401(K) Plan704H, C20241015101347NAL0029222225001
2023Duckhorn Wine Company Health And Welfare Plan467—20250225090810NAL0010393761001

Related Form 5500 pages