Defined Benefit (Pension) · DOL Form 5500 · 2022
Ste. Michelle Wine Estates LLC Pension Plan
Data updated 2026-08-11
- $102M
- Total assets
- 608
- Participants
- 93rd
- Percentile by assets
- $168,011
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $102M
- total plan assets (2022 EOY)
- 608
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $168,011
- avg assets per participant
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.
Where Ste. Michelle Wine Estates LLC Retirement Income Plan sits 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
Participants vs Washington filers
In Washington, the average filing covers about 1,476 participants across 2,612 plans. Ste. Michelle Wine Estates LLC Retirement Income Plan reports 608 participants - about 41% of that state average ($102M EOY assets).
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)
| 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.
Ste. Michelle Wine Estates LLC Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Ste. Michelle Wine Estates LLC Retirement Income Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on Ste. Michelle Wine Estates LLC Retirement Income Plan's numbers.
- By total assets, Ste. Michelle Wine Estates LLC Retirement Income Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Washington. Compare plans
- Ste. Michelle Wine Estates LLC's sponsor-wide assets have declined 16.3% since 2022 across 3 plan years on file. More Manufacturing plans