401(k) · DOL Form 5500 · 2023

J. Lohr Winery Corporation 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
195
Participants Below avg headcount
82nd
Percentile by assets National rank
$192,978
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

$38M in assets, 195 participants

J. Lohr Winery Corporation's J. Lohr Employees Retirement Plan reported $38M in total assets and 195 participants in its 2023 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.

  • #14,013 in Manufacturing (18,722 peers)

Coverage in California

J. Lohr Employees Retirement Plan covers 195 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $38M.

#14,013
in Manufacturing (18,722 peers)
+8.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$37,630,807 Top 18% higher than 82% 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

J. Lohr Employees Retirement 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. J. Lohr Employees Retirement Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J. Lohr Employees Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • J. Lohr Employees Retirement Plan end-of-year assets rose from $35M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • J. Lohr Employees Retirement Plan reported participants fell from 207 in the plan year 2022 filing to 195 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942241621 · J. Lohr Winery Corporation PY 2023 · 401(k)

J. Lohr Employees Retirement Plan · $38M · 195 · 82nd

  • BOOK $38M
  • VS-ST 195
  • BOY 82nd
  • SCH 401(k)
  • EBSA near Jacques Moret, Inc. 401(k) Plan and Trust
  • PART ind #14013

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

Incredible Technologies, Inc. 401 (K) Retirement & Savings PlanIncredible Technologies, Inc…$38MJ. Lohr Employees Retirement PlanJ. Lohr Employees Retirement…$38MJacques Moret, Inc. 401(k) Plan and TrustJacques Moret, Inc. 401(k) P…$38MAutodie LLC 401(k) Plan$38MIBEW NECA Conduit 401(k) Plan$38M
End-of-year total assets ($M) among J. Lohr Employees Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$38M
Net Income$3M
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): 0.037630807 · Participants: 195J. Lohr Employees Retirement 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
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 Jacques Moret, Inc. 401(k) Plan and Trust in NY ($38M); by covered participants it is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (195 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 J. Lohr Employees Retirement Plan assets move in 2023? ▼
J. Lohr Employees Retirement Plan grew at a solid clip - up 8.0% during 2023, from $35M to $38M. Reported net income was $3M.
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 82nd 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 J. Lohr Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jacques Moret, Inc. 401(k) Plan and Trust in NY ($38M, 226 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 The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants, $29M 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 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.