Opus One Winery 401(k) match, vesting and fees
What Opus One Winery's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 3,042 defined-contribution plans in manufacturing with 100 to 499 participants.
| Opus One Winery: employer contribution per participant | $5,077 | |
| Peer median | $1,962 |
| Opus One Winery: average balance | $182,151 | |
| Peer median | $75,225 |
| Opus One Winery: admin expenses ÷ assets | 0.25% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $21.9M at the end of plan year 2021 to $30.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 176 | $30.1M | $838K | $5,077 | 0.25% | Not published | Form 5500 ↗ |
| 2024 | 163 | $25.3M | $792K | $4,887 | 0.47% | Not published | Form 5500 ↗ |
| 2023 | 151 | $21.9M | $773K | $5,446 | 0.49% | Not published | Form 5500 ↗ |
| 2022 | 149 | $19.8M | $676K | $4,539 | 0.56% | Not published | Form 5500 ↗ |
| 2021 | 135 | $21.9M | $0 | $0 | 0.38% | Not published | Form 5500 ↗ |
Other Opus One Winery plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Opus One Money Purchase Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Great-West Life & Annuity Insurance | Schedule C ↗ |
| Independent auditor | Moss Adams LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Opus One Winery match 401(k) contributions?
The match terms for the Opus One 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $838K in employer contributions, about $5,077 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Opus One Winery 401(k) match vested?
The vesting schedule for the Opus One 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Opus One Winery 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company O. The plan administrator is Opus One Winery, LLC.
I left Opus One Winery. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Opus One Winery, LLC, (707) 948-2429) or the recordkeeper, Empower Annuity Insurance Company O. The Opus One Winery old 401(k) page lists the contacts from every plan filing. Find an old Opus One Winery 401(k)
Data from the public Form 5500 annual reports Opus One Winery filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Opus One Winery. Not financial advice. Report a correction · Methodology