401(k) · DOL Form 5500 · 2022
Ste. Michelle Wine Estates, LLC 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 814
- Participants Near avg headcount
- 82nd
- Percentile by assets National rank
- $35,266
- Avg per participant Low balance/head
Official DOL plan name: Ste. Michelle Wine Estates Ltd. 401(k) Plan · Sponsored by Ste. Michelle Wine Estates, LLC · Washington · Manufacturing
$29M in assets, 814 participants
Ste. Michelle Wine Estates, LLC's Ste. Michelle Wine Estates Ltd. 401(k) Plan reported $29M in total assets and 814 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- #15,420 in Manufacturing (20,602 peers)
Where Ste. Michelle Wine Estates Ltd. 401(k) Plan sits by assets
Ste. Michelle Wine Estates Ltd. 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 814 participants (~$35,266/participant), up 161.8% in 2022.
- #15,420
- in Manufacturing (20,602 peers)
- +161.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Ste. Michelle Wine Estates Ltd. 401(k) Plan's outsized position by total assets
Ste. Michelle Wine Estates Ltd. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$28,706,434 Top 18% higher than 82% 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 Ltd. 401(k) 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 Ltd. 401(k) Plan sits mid-pack in the medium band (814 participants).
DOL schedule card
Filing strip 910897041 · Ste. Michelle Wine Estates, LLC PY 2022 · 401(k)
Ste. Michelle Wine Estates Ltd. 401(k) Plan · $29M · 814 · 82nd
- NET $29M
- BOOK 814
- VS-ST 82nd
- BOY 401(k)
- SCH near Eckart America 401(k) Plan
- EBSA ind #15420
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 Ltd. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $17M |
| Employer EIN | 910897041 |
| Plan Effective Date | 2021-10-01 |
| 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 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $63.5B · 118,434
- Microsoft Corporation Savings Plus 401(k) Plan $39.6B · 109,797
- Costco 401(k) Retirement Plan $25.9B · 181,505
- Amazon 401(k) Plan $17.7B · 1,230,308
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $7.3B · 75,797
Ste. Michelle Wine Estates Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Eckart America 401(k) Plan in OH ($29M); by covered participants it is Bowl New England, Inc. 401(k) Profit Sharing Plan in VT (814 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Eckart America 401(k) Plan (OH) $29M · 213
- Honor Credit Union 401(k) Plan (MI) $29M · 355
- Metronational Corporation Retirement Savings Plan (TX) $29M · 170
- Stratacor 401(k) Plan (MN) $29M · 311
Similar participant headcount
Nearest other-state filings by covered participants (814 participants); asset peers above are excluded.
- Bowl New England, Inc. 401(k) Profit Sharing Plan (VT) 814 · 0 off
- Audia International, Inc. 401(k) & Profit Sharing Plan (PA) 814 · 0 off
- Merit Energy Company Savings Trust (TX) 814 · 0 off
- Universal Weather and Aviation, LLC 401(k) Plan (TX) 814 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.