401(k) · DOL Form 5500 · 2023

Silver Oak Wine Cellars, LLC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
186
Participants Below avg headcount
84th
Percentile by assets National rank
$232,530
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

$43M in assets, 186 participants

Silver Oak Wine Cellars, LLC's Silver Oak Cellars 401(k) Profit Sharing Plan reported $43M in total assets and 186 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #14,427 in Manufacturing (18,722 peers)

Coverage in California

Silver Oak Cellars 401(k) Profit Sharing Plan covers 186 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $43M.

#14,427
in Manufacturing (18,722 peers)
+21.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$43,250,617 Top 16% higher than 84% of 127,068 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 2023

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

Plan-year 2023 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 (186 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Silver Oak Cellars 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Silver Oak Cellars 401(k) Profit Sharing Plan end-of-year assets rose from $36M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Silver Oak Cellars 401(k) Profit Sharing Plan reported participants fell from 194 in the plan year 2022 filing to 186 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942327363 · Silver Oak Wine Cellars, LLC PY 2023 · 401(k)

Silver Oak Cellars 401(k) Profit Sharing Plan · $43M · 186 · 84th

  • 5500 $43M
  • ASSETS 186
  • PCT 84th
  • EIN 401(k)
  • RANK near Traxys North America LLC 401(k) and Profit Sharing Plan
  • PHOTO ind #14427

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

Sierra Lobo, Inc. 401(k) Plan$43MSilver Oak Cellars 401(k) Profit Sharing PlanSilver Oak Cellars 401(k) Pr…$43MTraxys North America LLC 401(k) and Profit Sharing PlanTraxys North America LLC 401…$43MEducation Affiliates, Inc. 401(k) PlanEducation Affiliates, Inc. 4…$43MSekisui Diagnostics, LLC 401(k) PlanSekisui Diagnostics, LLC 401…$43M
End-of-year total assets ($M) among Silver Oak Cellars 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$43M
Net Income$8M
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): 0.043250617 · Participants: 186Silver Oak Cellars 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) 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 Traxys North America LLC 401(k) and Profit Sharing Plan in NY ($43M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (186 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Silver Oak Cellars 401(k) Profit Sharing Plan grew sharply - up 21.6% during 2023, from $36M to $43M. Reported net income was $8M.
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 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Traxys North America LLC 401(k) and Profit Sharing Plan in NY ($43M, 133 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 Dennelisse Corporation 401(k) Plan in NY (186 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.