Defined Benefit (Pension) · DOL Form 5500 · 2022
Ste. Michelle Wine Estates LLC Pension Plan
Data updated 2026-08-25
- $102M
- Total assets Near avg plan size
- 608
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $168,011
- Avg per participant Above avg balance/head
Official DOL plan name: Ste. Michelle Wine Estates LLC Retirement Income Plan · Sponsored by Ste. Michelle Wine Estates LLC · Washington · Manufacturing
$102M in assets, 608 participants
Ste. Michelle Wine Estates LLC's Ste. Michelle Wine Estates LLC Retirement Income Plan reported $102M in total assets and 608 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #18,356 in Manufacturing (20,602 peers)
Coverage in Washington
Ste. Michelle Wine Estates LLC Retirement Income Plan covers 608 participants in Washington, about 41% of the average Washington filer (state average ~1,476 per filing). Assets: $102M.
- #18,356
- in Manufacturing (20,602 peers)
- -32.0%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $48M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ste. Michelle Wine Estates LLC Retirement Income Plan's outsized position by total assets
Ste. Michelle Wine Estates LLC Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$102,150,846 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ste. Michelle Wine Estates LLC Retirement Income 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. Ste. Michelle Wine Estates LLC Retirement Income Plan sits mid-pack in the medium band (608 participants).
DOL schedule card
Filing strip 910897041 · Ste. Michelle Wine Estates LLC PY 2022 · Defined Benefit (Pension)
Ste. Michelle Wine Estates LLC Retirement Income Plan · $102M · 608 · 93rd
- PCT $102M
- PCT 608
- PCT 93rd
- PCT Defined Benefit (Pension)
- PCT near Alon USA Pension Plan
- PCT ind #18356
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 Washington →
Ste. Michelle Wine Estates LLC Retirement Income Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $150M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | -$48M |
| Employer EIN | 910897041 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ste. Michelle Wine Estates LLC)
Sponsor-wide plan assets over time
All Ste. Michelle Wine Estates LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $110M 16.302130840561567% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,422 | $131M |
| 2023 | 2 | 1,247 | $103M |
| 2024 | 2 | 960 | $110M |
Nearby Defined Benefit (Pension) Plans in Washington
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Western Conference of Teamsters Pension Plan $53.7B · 226,505
- The Pension Value Plan for Employees of the Boeing Company $25.2B · 34,042
- The Boeing Company Employee Retirement Plan $17.1B · 34,972
- Northwest Carpenters Retirement Plan $3.0B · 15,284
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan $2.8B · 8,083
Ste. Michelle Wine Estates LLC Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Washington, the nearest Defined Benefit (Pension) by assets is Alon USA Pension Plan in TX ($102M); by covered participants it is Flint Hills Resources Pension Plan in KS (608 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($102M here).
- Alon USA Pension Plan (TX) $102M · 165
- B. Braun Medical, Inc. Pension Plan (PA) $102M · 2,173
- Geisinger Consolidated Pension Plan (PA) $102M · 698
- Covington Portfolio Pension Plan (DC) $102M · 294
Similar participant headcount
Nearest other-state filings by covered participants (608 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.