401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$2M
Total assets Small plan by assets
62
Participants Small participant base
28th
Percentile by assets National rank
$27,334
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

$2M in assets, 62 participants

House Spirits Distillery LLC Dba Westward Whiskey's Westward Whiskey 401(k) Plan reported $2M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,260 in Manufacturing (17,777 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 $2M / 62 participants.

#2,260
in Manufacturing (17,777 peers)
+42.0%
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 2024 · DOL Form 5500

$1,694,731 28th percentile higher than 28% of 123,620 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 2024

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

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westward Whiskey 401(k) Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westward Whiskey 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Westward Whiskey 401(k) Plan reported net income rose from $405K in the plan year 2023 filing to $502K in the plan year 2024 filing.
  • Westward Whiskey 401(k) Plan reported participants fell from 73 in the plan year 2023 filing to 62 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 274652069 · House Spirits Distillery LLC Dba Westward Whiskey PY 2024 · 401(k)

Westward Whiskey 401(k) Plan · $2M · 62 · 28th

  • PCT $2M
  • EIN 62
  • RANK 28th
  • PHOTO 401(k)
  • IND near Ampco Contracting, Inc. 401(k) Prevailing Wage Plan
  • EOY ind #2260

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$2MAmpco Contracting, Inc. 401(k) Prevailing Wage PlanAmpco Contracting, Inc. 401(…$2MPilottown Engineering, 401(k) PlanPilottown Engineering, 401(k…$2MDugan Truck Line, LLC 401(k) Retirement PlanDugan Truck Line, LLC 401(k)…$2MGrit Out Cleaning Company 401(k) PlanGrit Out Cleaning Company 40…$2M
End-of-year total assets ($M) among Westward Whiskey 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$502K
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. -10000010000200003000040000 -202468 Total assets ($B) Participants Westward Whiskey 401(k) Plan, Total assets ($B): 0.001694731 · Participants: 62Westward Whiskey 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp 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 Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA ($2M); by covered participants it is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Westward Whiskey 401(k) Plan surged - up 42.0% during 2024, from $1M to $2M. Reported net income was $502K.
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.
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 Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA ($2M, 226 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 Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (62 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.