401(k) · DOL Form 5500 · 2024
Oliver Wine Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 53
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $798,437
- Avg per participant High balance/head
Official DOL plan name: Oliver Wine Company, Inc. 401(k) Plan · Sponsored by Oliver Wine Company, Inc. · Indiana · Manufacturing
$42M in assets, 53 participants
Oliver Wine Company, Inc.'s Oliver Wine Company, Inc. 401(k) Plan reported $42M in total assets and 53 participants in its 2024 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.
- #13,321 in Manufacturing (17,777 peers)
Where Oliver Wine Company, Inc. 401(k) Plan sits by assets
Oliver Wine Company, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $42M for 53 participants (~$798,437/participant), up 13.2% in 2024.
- #13,321
- in Manufacturing (17,777 peers)
- +13.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Oliver Wine Company, Inc. 401(k) Plan's outsized position by total assets
Oliver Wine Company, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$42,317,160 Top 18% higher than 82% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Oliver Wine Company, Inc. 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. Oliver Wine Company, Inc. 401(k) Plan is a small filing (53 participants) on this national headcount ladder.
DOL schedule card
Filing strip 351272565 · Oliver Wine Company, Inc. PY 2024 · 401(k)
Oliver Wine Company, Inc. 401(k) Plan · $42M · 53 · 82nd
- BOY $42M
- SCH 53
- EBSA 82nd
- PART 401(k)
- TYPE near One Voice Central Texas 403(b) Plan
- NET ind #13321
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 Indiana →
Oliver Wine Company, Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $5M |
| Employer EIN | 351272565 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Oliver Wine Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is One Voice Central Texas 403(b) Plan in TX ($42M); by covered participants it is Belmont Day School, Corp 401(k) Plan in VA (53 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- One Voice Central Texas 403(b) Plan (TX) $42M · 1,727
- Golden Touch Imports, Inc. Profit Sharing Plan (NY) $42M · 322
- Markon, LLC 401(k) Plan (VA) $42M · 288
- Wisconsin Aluminum Foundry Co., Inc. 401(k) Retirement Savings Plan (WI) $42M · 673
Similar participant headcount
Nearest other-state filings by covered participants (53 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.