Defined Benefit (Pension) · DOL Form 5500 · 2023
Ste. Michelle Wine Estates LLC Pension Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 530
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $109,420
- Avg per participant Below avg balance/head
Official DOL plan name: Ste. Michelle Wine Estates LLC Retirement Income Plan · Sponsored by Ste. Michelle Wine Estates LLC · Washington · Manufacturing
$58M in assets, 530 participants
Ste. Michelle Wine Estates LLC's Ste. Michelle Wine Estates LLC Retirement Income Plan reported $58M in total assets and 530 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #15,167 in Manufacturing (18,722 peers)
Coverage in Washington
Ste. Michelle Wine Estates LLC Retirement Income Plan covers 530 participants in Washington, about 36% of the average Washington filer (state average ~1,476 per filing). Assets: $58M.
- #15,167
- in Manufacturing (18,722 peers)
- -43.2%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $44M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ste. Michelle Wine Estates LLC Retirement Income Plan's outsized position by total assets
Ste. Michelle Wine Estates LLC Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$57,992,847 Top 13% higher than 87% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ste. Michelle Wine Estates LLC Retirement Income 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. Ste. Michelle Wine Estates LLC Retirement Income Plan sits mid-pack in the medium band (530 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ste. Michelle Wine Estates LLC Retirement Income Plan end-of-year assets fell from $102M in the plan year 2022 filing to $58M in the plan year 2023 filing.
- Ste. Michelle Wine Estates LLC Retirement Income Plan reported participants fell from 608 in the plan year 2022 filing to 530 in the plan year 2023 filing.
- Ste. Michelle Wine Estates LLC Retirement Income Plan reported net income rose from -$48M in the plan year 2022 filing to -$44M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 910897041 · Ste. Michelle Wine Estates LLC PY 2023 · Defined Benefit (Pension)
Ste. Michelle Wine Estates LLC Retirement Income Plan · $58M · 530 · 87th
- 5500 $58M
- ASSETS 530
- PCT 87th
- EIN Defined Benefit (Pension)
- RANK near Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa
- PHOTO ind #15167
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 LLC Retirement Income Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $102M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | -$44M |
| Employer EIN | 910897041 |
| Plan Effective Date | 1978-01-01 |
| 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 Defined Benefit (Pension) Plans in Washington
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Western Conference of Teamsters Pension Plan $57.4B · 229,511
- The Pension Value Plan for Employees of the Boeing Company $25.0B · 31,566
- The Boeing Company Employee Retirement Plan $16.3B · 32,477
- Northwest Carpenters Retirement Plan $3.3B · 15,892
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan $3.1B · 8,339
Ste. Michelle Wine Estates LLC Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Washington, the nearest Defined Benefit (Pension) by assets is Pension Plan of Chevron Mining Inc. for Employees Represented by the Umwa in CA ($58M); by covered participants it is Trusted Media Brands, Inc. Cash Balance Plan in NY (530 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (530 participants); asset peers above are excluded.
- Trusted Media Brands, Inc. Cash Balance Plan (NY) 530 · 0 off
- Acco Brands Corporation Pension Plan (IL) 530 · 0 off
- National Amusements Pension Plan (MA) 531 · 1 off
- I.B.E.W. Local No. 728 Pension Fund (FL) 533 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.