J. Lohr Winery Corporation 401(k) Plan: Login, Facts & Contact Information

J. Lohr Winery Corporation 401(k) Plan Facts

Plan name
J. LOHR EMPLOYEES RETIREMENT PLAN
Plan type
401(k) and profit sharing
Plan sponsor
J. LOHR WINERY CORPORATION
Participants
255 (207 active employees)
Former employees with a balance
60
Plan assets
$43,463,725 at Dec 31, 2024
Average account balance
$164,635 across 264 accounts
Employer contributions
$565,055 in plan year 2024 (23% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Mar 1, 2001
— Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.47 million went into the plan in contributions, $565,055 of it from the employer (23%).
  • $2.72 million was paid out to participants.
  • Investment and other income added $6.09 million.

How the J. Lohr Winery Corporation 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019274$30.9 million$495,310$3.66 million
2020264$38.3 million$509,887$1.67 million
2021272$45.4 million$542,971$946,594
2022269$34.9 million$553,425$5.27 million
2023265$37.6 million$552,685$6.60 million
2024255$43.5 million$565,055$2.72 million

J. Lohr Winery Corporation 401(k) Contact Information

Phone
408-288-5057
Mailing address
1000 LENZEN AVE, SAN JOSE CA 95126
Plan sponsor
J. LOHR WINERY CORPORATION
Employer identification number (EIN)
94-2241621
Plan number
002

Questions about the J. Lohr Winery Corporation 401(k)

Does J. Lohr Winery Corporation contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $565,055 in employer contributions for plan year 2024.

Does the J. Lohr Winery Corporation 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the J. Lohr Winery Corporation 401(k) plan?

255 participants at the start of plan year 2024, 207 of them active employees, and 60 former employees who still had money in the plan.

What is the average 401(k) balance at J. Lohr Winery Corporation?

About $164,635 per account: $43.5 million in plan assets across 264 accounts with a balance at the end of plan year 2024.

Who manages the J. Lohr Winery Corporation 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at J. Lohr Winery Corporation. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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