401(k) · DOL Form 5500 · 2024

Willamette Valley Vineyards Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
199
Participants Below avg headcount
39th
Percentile by assets National rank
$21,674
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Willamette Valley Vineyards Inc. · Oregon · Manufacturing

$4M in assets, 199 participants

Willamette Valley Vineyards Inc.'s Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 199 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,011 in Manufacturing (17,777 peers)

Coverage in Oregon

Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust covers 199 participants in Oregon, about 45% of the average Oregon filer (state average ~443 per filing). Assets: $4M.

#4,011
in Manufacturing (17,777 peers)
+11.7%
assets growth YoY

Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,313,117 39th percentile higher than 39% 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

Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $192K in the plan year 2023 filing to $452K in the plan year 2024 filing.
  • Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 203 in the plan year 2023 filing to 199 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 930981021 · Willamette Valley Vineyards Inc. PY 2024 · 401(k)

Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust · $4M · 199 · 39th

  • EOY $4M
  • 5500 199
  • ASSETS 39th
  • PCT 401(k)
  • EIN near Credit Bureau Systems, Inc. 401(k) Plan
  • RANK ind #4011

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 →

Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and TrustWillamette Valley Vineyards …$4MCredit Bureau Systems, Inc. 401(k) PlanCredit Bureau Systems, Inc. …$4MSyndicated Capital, Inc. 401(k) PlanSyndicated Capital, Inc. 401…$4MCobalt Enterprises 401(k) PlanCobalt Enterprises 401(k) Pl…$4MSouth Hills Rehab Assoc. Inc. 401(k) Profit Sharing PlanSouth Hills Rehab Assoc. Inc…$4M
End-of-year total assets ($M) among Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$452K
Employer EIN930981021
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willamette Valley Vineyards Inc.)

Sponsor-wide plan assets over time

All Willamette Valley Vineyards Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 17.559981084068234% vs 2022
2024 filing year
$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $3.67M $4.31M ▲ +17.4%
Year Plans Participants Total Assets
2022 1 172 $4M
2023 1 203 $4M
2024 1 199 $4M

Nearby 401(k) Plans in Oregon

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

Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.004313117 · Participants: 199Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust401(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
Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Credit Bureau Systems, Inc. 401(k) Plan in KY ($4M); by covered participants it is Cascade Services, Inc. 401(k) Plan in UT (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 11.7% during 2024, from $4M to $4M. Reported net income was $452K.
How have Willamette Valley Vineyards Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willamette Valley Vineyards Inc.'s sponsor-wide assets grew 17.6%, from $4M to $4M.
Which 401(k) plans are similar in size to Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Credit Bureau Systems, Inc. 401(k) Plan in KY ($4M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Willamette Valley Vineyards Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cascade Services, Inc. 401(k) Plan in UT (199 participants, N/A 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 930981021.

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.