The Wine Group, Inc. 401(k) Plan: Login, Facts & Contact Information

The Wine Group, Inc. 401(k) Plan Facts

Plan name
THE WINE GROUP RETIREMENT & SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE WINE GROUP, INC.
Participants
966 (623 active employees)
Former employees with a balance
296
Plan assets
$135,657,806 at Dec 31, 2024
Average account balance
$148,098 across 916 accounts
Employer contributions
$4,051,032 in plan year 2024 (37% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1983
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 Nov 12, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $10.9 million went into the plan in contributions, $4.05 million of it from the employer (37%).
  • $17.1 million was paid out to participants.
  • Investment and other income added $14.4 million.
  • Administrative expenses were $307,192, about $335 per account.

How the The Wine Group, Inc. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,056$106.7 million$5.01 million$9.45 million
2020948$121.8 million$5.50 million$10.3 million
2021977$137.2 million$2.02 million$9.10 million
2022957$116.2 million$4.12 million$10.6 million
2023948$127.8 million$4.12 million$17.6 million
2024966$135.7 million$4.05 million$17.1 million

The Wine Group, Inc. 401(k) Contact Information

Phone
209-599-4111
Mailing address
17000 E. HWY 120, RIPON CA 95366
Plan sponsor
THE WINE GROUP, INC.
Employer identification number (EIN)
94-2756233
Plan number
001

Questions about the The Wine Group, Inc. 401(k)

Does The Wine Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4.05 million, 37% of all contributions.

Does the The Wine Group, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the The Wine Group, Inc 401(k) plan?

966 participants at the start of plan year 2024, 623 of them active employees, and 296 former employees who still had money in the plan.

What is the average 401(k) balance at The Wine Group, Inc?

About $148,098 per account: $135.7 million in plan assets across 916 accounts with a balance at the end of plan year 2024.

Who manages the The Wine Group, Inc 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Wine Group, Inc. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services 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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