401(k) · DOL Form 5500 · 2022

Silver Oak Wine Cellars, LLC 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
194
Participants Below avg headcount
85th
Percentile by assets National rank
$183,343
Avg per participant Above avg balance/head
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Official DOL plan name: Silver Oak Cellars 401(k) Profit Sharing Plan · Sponsored by Silver Oak Wine Cellars, LLC · California · Manufacturing

$36M in assets, 194 participants

Silver Oak Wine Cellars, LLC's Silver Oak Cellars 401(k) Profit Sharing Plan reported $36M in total assets and 194 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #16,101 in Manufacturing (20,602 peers)

Coverage in California

Silver Oak Cellars 401(k) Profit Sharing Plan covers 194 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $36M.

#16,101
in Manufacturing (20,602 peers)
-10.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Silver Oak Cellars 401(k) Profit Sharing Plan's outsized position by total assets

Silver Oak Cellars 401(k) Profit Sharing Plan vs every filed plan by assets

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

$35,568,609 Top 15% higher than 85% 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

Silver Oak Cellars 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Silver Oak Cellars 401(k) Profit Sharing Plan sits mid-pack in the medium band (194 participants).

DOL schedule card

Filing strip 942327363 · Silver Oak Wine Cellars, LLC PY 2022 · 401(k)

Silver Oak Cellars 401(k) Profit Sharing Plan · $36M · 194 · 85th

  • PCT $36M
  • PCT 194
  • PCT 85th
  • PCT 401(k)
  • PCT near Fuyao USA 401(k) Retirement Plan
  • PCT ind #16101

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 California →

Silver Oak Cellars 401(k) Profit Sharing Plan in the asset neighbourhood

Okuma America Corp. Savings and Investment PlanOkuma America Corp. Savings …$36MLapp Holding NA, Inc. 401(k) PlanLapp Holding NA, Inc. 401(k)…$36MSilver Oak Cellars 401(k) Profit Sharing PlanSilver Oak Cellars 401(k) Pr…$36MFuyao USA 401(k) Retirement PlanFuyao USA 401(k) Retirement …$36MGoodwyn Mills Cawood, LLC 401(k) Profit Sharing Plan and TrustGoodwyn Mills Cawood, LLC 40…$36M
End-of-year total assets ($M) among Silver Oak Cellars 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$36M
Net Income-$4M
Employer EIN942327363
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Silver Oak Wine Cellars, LLC)

Sponsor-wide plan assets over time

All Silver Oak Wine Cellars, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$48M 33.75999325697555% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.6M $47.6M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 194 $36M
2023 1 186 $43M
2024 1 214 $48M

Nearby 401(k) Plans in California

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

Silver Oak Cellars 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Silver Oak Cellars 401(k) Profit Sharing Plan, Total assets ($B): 0.035568609 · Participants: 194Silver Oak Cellars 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Silver Oak Cellars 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Silver Oak Cellars 401(k) Profit Sharing Plan side-by-side with 3 peers →

Silver Oak Cellars 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fuyao USA 401(k) Retirement Plan in OH ($36M); by covered participants it is L.I.F. Industries, Inc. 401(k) Plan in NY (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Silver Oak Cellars 401(k) Profit Sharing Plan assets move in 2022? ▼
Silver Oak Cellars 401(k) Profit Sharing Plan pulled back noticeably - down 10.2% during 2022, from $40M to $36M. Reported net income was -$4M.
How have Silver Oak Wine Cellars, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Silver Oak Wine Cellars, LLC's sponsor-wide assets grew 33.8%, from $36M to $48M.
Where does Silver Oak Cellars 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Silver Oak Cellars 401(k) Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Silver Oak Cellars 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fuyao USA 401(k) Retirement Plan in OH ($36M, 1,925 participants).
Which 401(k) plans cover a similar participant headcount to Silver Oak Cellars 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is L.I.F. Industries, Inc. 401(k) Plan in NY (194 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 942327363.

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.