401(k) · DOL Form 5500 · 2022

House Spirits Distillery LLC Dba Westward Whiskey 401(k) Plan

Data updated 2026-08-25

$788K
Total assets Small plan by assets
50
Participants Small participant base
23rd
Percentile by assets National rank
$15,768
Avg per participant Low balance/head
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Official DOL plan name: Westward Whiskey 401(k) Plan · Sponsored by House Spirits Distillery LLC Dba Westward Whiskey · Oregon · Manufacturing

$788K in assets, 50 participants

House Spirits Distillery LLC Dba Westward Whiskey's Westward Whiskey 401(k) Plan reported $788K in total assets and 50 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #2,056 in Manufacturing (20,602 peers)

House Spirits Distillery LLC Dba Westward Whiskey multi-year trail

House Spirits Distillery LLC Dba Westward Whiskey's plans moved +115.0% in assets from 2022 to 2024; this filing shows Westward Whiskey 401(k) Plan at $788K / 50 participants.

#2,056
in Manufacturing (20,602 peers)
+47.0%
assets growth YoY

Westward Whiskey 401(k) Plan among the smaller filed plans by assets

Westward Whiskey 401(k) Plan vs every filed plan by assets

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

$788,413 23rd percentile higher than 23% 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

Westward Whiskey 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. Westward Whiskey 401(k) Plan is a small filing (50 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 274652069 · House Spirits Distillery LLC Dba Westward Whiskey PY 2022 · 401(k)

Westward Whiskey 401(k) Plan · $788K · 50 · 23rd

  • EOY $788K
  • 5500 50
  • ASSETS 23rd
  • PCT 401(k)
  • EIN near Park City Lodging, Inc. 401(k) Plan
  • RANK ind #2056

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 →

Westward Whiskey 401(k) Plan in the asset neighbourhood

Westward Whiskey 401(k) Plan$788KPark City Lodging, Inc. 401(k) PlanPark City Lodging, Inc. 401(…$788KRock Ridge DC 401(k)$789KAllivet 401(k) Retirement Savings PlanAllivet 401(k) Retirement Sa…$789KWe Can Help, Inc. 401(k) Profit Sharing PlanWe Can Help, Inc. 401(k) Pro…$788K
End-of-year total assets ($M) among Westward Whiskey 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

House Spirits Distillery LLC Dba Westward Whiskey multi-year asset trail

Sponsor-wide plan assets over time

All House Spirits Distillery LLC Dba Westward Whiskey plans reported in each filing year

Latest sponsor-wide plan assets
$2M 114.95472550554086% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.79M $1.69M ▲ +113.9%
Year Plans Participants Total Assets
2022 1 50 $788K
2023 1 73 $1M
2024 1 62 $2M

House Spirits Distillery LLC Dba Westward Whiskey filing trail (2022)

Total Assets (Beginning of Year)$536K
Net Assets (End of Year)$788K
Net Income$252K
Employer EIN274652069
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Westward Whiskey 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Westward Whiskey 401(k) Plan, Total assets ($B): 0.000788413 · Participants: 50Westward Whiskey 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
Westward Whiskey 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Westward Whiskey 401(k) Plan side-by-side with 3 peers →

Westward Whiskey 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Park City Lodging, Inc. 401(k) Plan in UT ($788K); by covered participants it is Graphic Information Systems, Inc. Profit Sharing Plan in OH (50 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($788K here).

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Westward Whiskey 401(k) Plan assets move in 2022? ▼
Westward Whiskey 401(k) Plan surged - up 47.0% during 2022, from $536K to $788K. Reported net income was $252K.
How have House Spirits Distillery LLC Dba Westward Whiskey plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), House Spirits Distillery LLC Dba Westward Whiskey's sponsor-wide assets grew 115.0%, from $788K to $2M.
Where does Westward Whiskey 401(k) Plan rank by assets among Form 5500 filers? ▼
Westward Whiskey 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Westward Whiskey 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Park City Lodging, Inc. 401(k) Plan in UT ($788K, 74 participants).
Which 401(k) plans cover a similar participant headcount to Westward Whiskey 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Graphic Information Systems, Inc. Profit Sharing Plan in OH (50 participants, $5M 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 274652069.

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.