401(k) · DOL Form 5500 · 2023

House Spirits Distillery LLC Dba Westward Whiskey 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
73
Participants Small participant base
25th
Percentile by assets National rank
$16,344
Avg per participant Low balance/head
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Official DOL plan name: Westward Whiskey 401(k) Plan · Sponsored by House Spirits Distillery LLC Dba Westward Whiskey · Oregon · Manufacturing

$1M in assets, 73 participants

House Spirits Distillery LLC Dba Westward Whiskey's Westward Whiskey 401(k) Plan reported $1M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,097 in Manufacturing (18,722 peers)

House Spirits Distillery LLC Dba Westward Whiskey multi-year trail

House Spirits Distillery LLC Dba Westward Whiskey's plans moved +115.0% in assets from 2022 to 2024; this filing shows Westward Whiskey 401(k) Plan at $1M / 73 participants.

#2,097
in Manufacturing (18,722 peers)
+51.3%
assets growth YoY

Westward Whiskey 401(k) Plan among the smaller filed plans by assets

Westward Whiskey 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,193,086 25th percentile higher than 25% 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

Westward Whiskey 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westward Whiskey 401(k) Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westward Whiskey 401(k) Plan reported net income rose from $252K in the plan year 2022 filing to $405K in the plan year 2023 filing.
  • Westward Whiskey 401(k) Plan end-of-year assets rose from $788K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Westward Whiskey 401(k) Plan reported participants rose from 50 in the plan year 2022 filing to 73 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 274652069 · House Spirits Distillery LLC Dba Westward Whiskey PY 2023 · 401(k)

Westward Whiskey 401(k) Plan · $1M · 73 · 25th

  • BOY $1M
  • BOY 73
  • BOY 25th
  • BOY 401(k)
  • BOY near Greentime Marketing Corporatio 401(k) Profit Sharing Plan & Trust
  • BOY ind #2097

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 Oregon →

Westward Whiskey 401(k) Plan in the asset neighbourhood

Westward Whiskey 401(k) Plan$1MGreentime Marketing Corporatio 401(k) Profit Sharing Plan & TrustGreentime Marketing Corporat…$1MHamilton Ridge Asset Management, Inc. 401(k) PlanHamilton Ridge Asset Managem…$1MPbpho 401(k) Plan$1MOldstein, Hayes, & Lina, LLC 401(k) Profit Sharing PlanOldstein, Hayes, & Lina, LLC…$1M
End-of-year total assets ($M) among Westward Whiskey 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

House Spirits Distillery LLC Dba Westward Whiskey multi-year asset trail

Sponsor-wide plan assets over time

All House Spirits Distillery LLC Dba Westward Whiskey plans reported in each filing year

Latest sponsor-wide plan assets
$2M 114.95472550554086% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.79M $1.69M ▲ +113.9%
Year Plans Participants Total Assets
2022 1 50 $788K
2023 1 73 $1M
2024 1 62 $2M

House Spirits Distillery LLC Dba Westward Whiskey filing trail (2023)

Total Assets (Beginning of Year)$788K
Net Assets (End of Year)$1M
Net Income$405K
Employer EIN274652069
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Westward Whiskey 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Westward Whiskey 401(k) Plan, Total assets ($B): 0.001193086 · Participants: 73Westward Whiskey 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Westward Whiskey 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Westward Whiskey 401(k) Plan side-by-side with 3 peers →

Westward Whiskey 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Greentime Marketing Corporatio 401(k) Profit Sharing Plan & Trust in FL ($1M); by covered participants it is A Haven for Kids, Inc. Retirement Plan in OH (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Westward Whiskey 401(k) Plan assets move in 2023? ▼
Westward Whiskey 401(k) Plan surged - up 51.3% during 2023, from $788K to $1M. Reported net income was $405K.
How have House Spirits Distillery LLC Dba Westward Whiskey plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), House Spirits Distillery LLC Dba Westward Whiskey's sponsor-wide assets grew 115.0%, from $788K to $2M.
Where does Westward Whiskey 401(k) Plan rank by assets among Form 5500 filers? ▼
Westward Whiskey 401(k) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Westward Whiskey 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greentime Marketing Corporatio 401(k) Profit Sharing Plan & Trust in FL ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Westward Whiskey 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A Haven for Kids, Inc. Retirement Plan in OH (73 participants, N/A 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 274652069.

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.