401(k) · DOL Form 5500 · 2022

King Estate Winery, Limited Partnership(Oregon) 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
71
Participants Small participant base
49th
Percentile by assets National rank
$63,883
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: King Estate Winery 401(k) Plan · Sponsored by King Estate Winery, Limited Partnership(Oregon) · Oregon · Manufacturing

$5M in assets, 71 participants

King Estate Winery, Limited Partnership(Oregon)'s King Estate Winery 401(k) Plan reported $5M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 49th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,606 in Manufacturing (20,602 peers)

King Estate Winery, Limited Partnership(Oregon) multi-year trail

King Estate Winery, Limited Partnership(Oregon)'s plans moved +34.6% in assets from 2022 to 2024; this filing shows King Estate Winery 401(k) Plan at $5M / 71 participants.

#6,606
in Manufacturing (20,602 peers)
-12.2%
assets change YoY

The plan reported a net loss of $633K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

King Estate Winery 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

King Estate Winery 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,535,684 49th percentile higher than 49% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

King Estate Winery 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. King Estate Winery 401(k) Plan is a small filing (71 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 931283205 · King Estate Winery, Limited Partnership(Oregon) PY 2022 · 401(k)

King Estate Winery 401(k) Plan · $5M · 71 · 49th

  • BOY $5M
  • SCH 71
  • EBSA 49th
  • PART 401(k)
  • TYPE near Neonatal Services, Psc Profit Sharing Plan
  • NET ind #6606

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Oregon →

King Estate Winery 401(k) Plan in the asset neighbourhood

King Estate Winery 401(k) PlanKing Estate Winery 401(k) Pl…$5MNeonatal Services, Psc Profit Sharing PlanNeonatal Services, Psc Profi…$5MJohnson & Shute, P.S. Profit Sharing Plan and TrustJohnson & Shute, P.S. Profit…$5MCooperativa De Ahorro Y Credito Oriental Retirement PlanCooperativa De Ahorro Y Cred…$5MLinc Housing 401(k) Retirement PlanLinc Housing 401(k) Retireme…$5M
End-of-year total assets ($M) among King Estate Winery 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

King Estate Winery, Limited Partnership(Oregon) multi-year asset trail

Sponsor-wide plan assets over time

All King Estate Winery, Limited Partnership(Oregon) plans reported in each filing year

Latest sponsor-wide plan assets
$6M 34.61596971923088% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.54M $6.11M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 71 $5M
2023 1 78 $5M
2024 1 89 $6M

King Estate Winery, Limited Partnership(Oregon) filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$633K
Employer EIN931283205
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

King Estate Winery 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants King Estate Winery 401(k) Plan, Total assets ($B): 0.004535684 · Participants: 71King Estate Winery 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
King Estate Winery 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare King Estate Winery 401(k) Plan side-by-side with 3 peers →

King Estate Winery 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Neonatal Services, Psc Profit Sharing Plan in KY ($5M); by covered participants it is Human Resource Training, Inc. 401(k) Profit Sharing Plan in AZ (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did King Estate Winery 401(k) Plan assets move in 2022? ▼
King Estate Winery 401(k) Plan pulled back noticeably - down 12.2% during 2022, from $5M to $5M. Reported net income was -$633K.
How have King Estate Winery, Limited Partnership(Oregon) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), King Estate Winery, Limited Partnership(Oregon)'s sponsor-wide assets grew 34.6%, from $5M to $6M.
Which 401(k) plans are similar in size to King Estate Winery 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Neonatal Services, Psc Profit Sharing Plan in KY ($5M, 7 participants).
Which 401(k) plans cover a similar participant headcount to King Estate Winery 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Human Resource Training, Inc. 401(k) Profit Sharing Plan in AZ (71 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 931283205.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.