401(k) · DOL Form 5500 · 2022

J. Lohr Winery Corporation 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
207
Participants Below avg headcount
85th
Percentile by assets National rank
$168,402
Avg per participant Above avg balance/head
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Official DOL plan name: J. Lohr Employees Retirement Plan · Sponsored by J. Lohr Winery Corporation · California · Manufacturing

$35M in assets, 207 participants

J. Lohr Winery Corporation's J. Lohr Employees Retirement Plan reported $35M in total assets and 207 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.

  • #16,036 in Manufacturing (20,602 peers)

Coverage in California

J. Lohr Employees Retirement Plan covers 207 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $35M.

#16,036
in Manufacturing (20,602 peers)
-23.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J. Lohr Employees Retirement Plan's outsized position by total assets

J. Lohr Employees Retirement Plan vs every filed plan by assets

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

$34,859,155 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

J. Lohr Employees Retirement 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. J. Lohr Employees Retirement Plan sits mid-pack in the medium band (207 participants).

Published 5500 schedule card

Filing strip 942241621 · J. Lohr Winery Corporation PY 2022 · 401(k)

J. Lohr Employees Retirement Plan · $35M · 207 · 85th

  • EBSA $35M
  • PART 207
  • TYPE 85th
  • NET 401(k)
  • BOOK near Telamon Corporation 401(k) Plan
  • VS-ST ind #16036

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 →

J. Lohr Employees Retirement Plan in the asset neighbourhood

J. Lohr Employees Retirement PlanJ. Lohr Employees Retirement…$35MTelamon Corporation 401(k) PlanTelamon Corporation 401(k) P…$35MGreat Lakes Physician, P.C. 401(k) PlanGreat Lakes Physician, P.C. …$35MAssociated Terminals, L.L.C. 401(k) PlanAssociated Terminals, L.L.C.…$35MMetalex Manufacturing, Inc. Employee Profit Sharing and 401(k) PlanMetalex Manufacturing, Inc. …$35M
End-of-year total assets ($M) among J. Lohr Employees Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$35M
Net Income-$11M
Employer EIN942241621
Plan Effective Date2001-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. Lohr Winery Corporation)

Sponsor-wide plan assets over time

All J. Lohr Winery Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$43M 24.683816919830672% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.9M $43.5M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 207 $35M
2023 1 195 $38M
2024 1 198 $43M

Nearby 401(k) Plans in California

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

J. Lohr Employees Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants J. Lohr Employees Retirement Plan, Total assets ($B): 0.034859155 · Participants: 207J. Lohr Employees Retirement 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
J. Lohr Employees Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare J. Lohr Employees Retirement Plan side-by-side with 3 peers →

J. Lohr Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Telamon Corporation 401(k) Plan in IN ($35M); by covered participants it is Builders Source, Inc. 401(k) Plan in NM (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 J. Lohr Employees Retirement Plan assets move in 2022? ▼
J. Lohr Employees Retirement Plan declined sharply - down 23.2% during 2022, from $45M to $35M. Reported net income was -$11M.
How have J. Lohr Winery Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. Lohr Winery Corporation's sponsor-wide assets grew 24.7%, from $35M to $43M.
Where does J. Lohr Employees Retirement Plan rank by assets among Form 5500 filers? ▼
J. Lohr Employees Retirement 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 J. Lohr Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Telamon Corporation 401(k) Plan in IN ($35M, 595 participants).
Which 401(k) plans cover a similar participant headcount to J. Lohr Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Builders Source, Inc. 401(k) Plan in NM (207 participants, $1K 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 942241621.

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.