· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
EXCALIBUR WINE COMPANY, INC. — EXCALIBUR WINE COMPANY, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250930150746NAL0005559155001
EXCALIBUR WINE COMPANY, INC.
Form 5500-SF
FILING_RECEIVED
EXCALIBUR WINE COMPANY, INC. DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EXCALIBUR WINE COMPANY, INC.
.
Find decision makers
Plan sponsor
Name
EXCALIBUR WINE COMPANY, INC.
EIN
56-2403512
Address
P.O. BOX 5360 · NAPA, CA · 94581
Phone
(707) 552-5100
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
CLARE ROSE, INC.
CLARE ROSE, INC. LOCAL 812 DRIVER-SALESMEN PENSION PLAN
$2.8M
BACCHUS TECHNOLOGIES, LLC T/A VINE STREET IMPORT
VINE STREET IMPORTS 401(K) PLAN
$2.8M · 15 participants
TWO ROADS BREWING COMPANY LLC
TWO ROADS BREWING COMPANY LLC 401(K) PLAN
$2.8M · 128 participants
BIBB DISTRIBUTING COMPANY, INC
BIBB DISTRIBUTING COMPANY, INC. EMPLOYEE 401(K) PLAN
$2.8M · 64 participants
WESTCHESTER WINE WAREHOUSE, LLC
WESTCHESTER WINE WAREHOUSE, LLC CASH BALANCE PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.8M · 15 participants
EAGLE DISTRIBUTING OF TEXARKANA, INC.
EAGLE DISTRIBUTING OF TEXARKANA 401(K) PLAN
$2.8M · 21 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
