Department of Labor filing

NIEBAUM-COPPOLA ESTATE WINERY, LP

THE COPPOLA COMPANIES RETIREMENT SAVINGS PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 5, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

33filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,833

Reported employer contributions per active participant.

Higher than about 39% of comparable plans

#People in the filing

174

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$233 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 20% of comparable plans

↗Investment performance

Not available

Plan assets changed 2.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202433out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions39th percentileTypical peer $2,299 · based on 108 comparable plans

Lower reported administrative expense20th percentileTypical peer $103 · based on 112 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, NIEBAUM-COPPOLA ESTATE WINERY, LP reported $318,927 in employer contributions across the plan and 174 active participants. That works out to $1,833 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy47%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 7.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 21.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context33/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $318,927
Participant contributions: $888,008
Other contributions: $0
Employer share of reported contributions: 26.4%
Beginning assets: $38,031,495
Ending assets: $39,112,499
Ending net assets: $39,112,499
Ending liabilities: $0
Total income: $6,863,253
Total expenses: $5,782,249
Administrative expenses: $75,099
Participant loans: $198,402

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,986

2023

$3,176

2024

$1,833

Plan-paid administrative expenses per participant

2022

$192

2023

$168

2024

$233

Active participants

2022

164

2023

2024

174

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,833	174	39.1M	20250905172959NAL0017418817001
2023	$3,176	95	38M	20241014123458NAL0027282769001
2022	$1,986	164	35.4M	20231011170058NAL0061241682001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.5%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 680279391-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Apr 23, 1992
Industry: Manufacturing
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2K2T3H2F2G3D2J

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250905172959NAL0017418817001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗