Sutter Home Winery, Inc. 401(k) Plan: Login, Facts & Contact Information

Sutter Home Winery, Inc. 401(k) Plan Facts

Plan name
SUTTER HOME WINERY, INC. 401(K) AND PROFIT SHARING PLAN
Plan type
401(k) and profit sharing
Plan sponsor
SUTTER HOME WINERY, INC.
Participants
1,575 (1,082 active employees)
Former employees with a balance
587
Plan assets
$341,355,550 at Jun 30, 2025
Average account balance
$212,154 across 1,609 accounts
Employer contributions
$5,151,291 in plan year 2024 (36% of all contributions)
Recordkeeper
Bank Of America, N.a.
Plan year
Jul 1, 2024 – Jun 30, 2025
Plan established
Sep 1, 1977
— 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 (Jul 1, 2024 – Jun 30, 2025), filed Apr 15, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $14.5 million went into the plan in contributions, $5.15 million of it from the employer (36%).
  • $41.0 million was paid out to participants.
  • Investment and other income added $36.3 million.
  • Administrative expenses were $67,214, about $42 per account.

How the Sutter Home Winery, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,543$290.2 million$9.50 million$32.9 million
20201,573$359.5 million$15.0 million$23.3 million
20211,562$306.6 million$16.6 million$31.5 million
20221,608$319.2 million$8.44 million$29.6 million
20231,591$331.6 million$12.7 million$39.5 million
20241,575$341.4 million$5.15 million$41.0 million

Sutter Home Winery, Inc. 401(k) Contact Information

Phone
707-963-3104
Mailing address
100 ST HELENA HWY SOUTH, ST HELENA CA 94574
Plan sponsor
SUTTER HOME WINERY, INC.
Plan administrator
401K AND PROFIT SHARING COMMITTEE
Employer identification number (EIN)
94-1080860
Plan number
001

Questions about the Sutter Home Winery, Inc. 401(k)

Does Sutter Home Winery, Inc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $5.15 million in employer contributions for plan year 2024.

Does the Sutter Home Winery, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Sutter Home Winery, Inc 401(k) plan?

1,575 participants at the start of plan year 2024, 1,082 of them active employees, and 587 former employees who still had money in the plan.

What is the average 401(k) balance at Sutter Home Winery, Inc?

About $212,154 per account: $341.4 million in plan assets across 1,609 accounts with a balance at the end of plan year 2024.

Who manages the Sutter Home Winery, Inc 401(k) accounts?

Merrill Benefits OnLine (listed on the filing as BANK OF AMERICA, N.A.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Sutter Home Winery, Inc. How do I access my 401(k)?

Your account stays with Merrill Benefits OnLine 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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