401(k) · DOL Form 5500 · 2023

Ste. Michelle Wine Estates, LLC 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
717
Participants Below avg headcount
84th
Percentile by assets National rank
$62,595
Avg per participant Low balance/head
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Official DOL plan name: Ste. Michelle Wine Estates Ltd. 401(k) Plan · Sponsored by Ste. Michelle Wine Estates, LLC · Washington · Manufacturing

$45M in assets, 717 participants

Ste. Michelle Wine Estates, LLC's Ste. Michelle Wine Estates Ltd. 401(k) Plan reported $45M in total assets and 717 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.

  • #14,523 in Manufacturing (18,722 peers)

Coverage in Washington

Ste. Michelle Wine Estates Ltd. 401(k) Plan covers 717 participants in Washington, about 49% of the average Washington filer (state average ~1,476 per filing). Assets: $45M.

#14,523
in Manufacturing (18,722 peers)
+56.3%
assets growth YoY
0.5×
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 2023 · DOL Form 5500

$44,880,785 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

Ste. Michelle Wine Estates Ltd. 401(k) 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 Ltd. 401(k) Plan sits mid-pack in the medium band (717 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ste. Michelle Wine Estates Ltd. 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Ste. Michelle Wine Estates Ltd. 401(k) Plan reported participants fell from 814 in the plan year 2022 filing to 717 in the plan year 2023 filing.
  • Ste. Michelle Wine Estates Ltd. 401(k) Plan reported net income fell from $17M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 910897041 · Ste. Michelle Wine Estates, LLC PY 2023 · 401(k)

Ste. Michelle Wine Estates Ltd. 401(k) Plan · $45M · 717 · 84th

  • NET $45M
  • BOOK 717
  • VS-ST 84th
  • BOY 401(k)
  • SCH near Sbera 401(k) Plan as Adopted by Avidia Bank
  • EBSA ind #14523

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

Indigo Ag, Inc. 401(k) Plan$45MHosparus Inc. 401(k) Plan$45MSte. Michelle Wine Estates Ltd. 401(k) PlanSte. Michelle Wine Estates L…$45MSbera 401(k) Plan as Adopted by Avidia BankSbera 401(k) Plan as Adopted…$45MRadiology Associates of Central Florida, P.L. 401(k) Plan and TrustRadiology Associates of Cent…$45M
End-of-year total assets ($M) among Ste. Michelle Wine Estates Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$45M
Net Income$16M
Employer EIN910897041
Plan Effective Date2021-10-01
Filing StatusFILING 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
$100M$110M$120M$130M$140M 202220232024 $131M $110M ▼ -16.3%
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.

Ste. Michelle Wine Estates Ltd. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Ste. Michelle Wine Estates Ltd. 401(k) Plan, Total assets ($B): 0.044880785 · Participants: 717Ste. Michelle Wine Estates Ltd. 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Ste. Michelle Wine Estates Ltd. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Ste. Michelle Wine Estates Ltd. 401(k) Plan side-by-side with 3 peers →

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 Sbera 401(k) Plan as Adopted by Avidia Bank in MA ($45M); by covered participants it is B&r Global Services LLC 401(k) Plan in NV (717 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (717 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 Ste. Michelle Wine Estates Ltd. 401(k) Plan assets move in 2023? ▼
Ste. Michelle Wine Estates Ltd. 401(k) Plan surged - up 56.3% during 2023, from $29M to $45M. Reported net income was $16M.
How have Ste. Michelle Wine Estates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ste. Michelle Wine Estates, LLC's sponsor-wide assets declined 16.3%, from $131M to $110M.
Where does Ste. Michelle Wine Estates Ltd. 401(k) Plan rank by assets among Form 5500 filers? ▼
Ste. Michelle Wine Estates Ltd. 401(k) 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 Ste. Michelle Wine Estates Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sbera 401(k) Plan as Adopted by Avidia Bank in MA ($45M, 265 participants).
Which 401(k) plans cover a similar participant headcount to Ste. Michelle Wine Estates Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is B&r Global Services LLC 401(k) Plan in NV (717 participants, $6M 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 910897041.

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.