401(k) · DOL Form 5500 · 2024

J. Lohr Winery Corporation 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
198
Participants Below avg headcount
82nd
Percentile by assets National rank
$219,514
Avg per participant Above avg balance/head
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Official DOL plan name: J. Lohr Employees Retirement Plan · Sponsored by J. Lohr Winery Corporation · California · Manufacturing

$43M in assets, 198 participants

J. Lohr Winery Corporation's J. Lohr Employees Retirement Plan reported $43M in total assets and 198 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.

  • #13,405 in Manufacturing (17,777 peers)

Coverage in California

J. Lohr Employees Retirement Plan covers 198 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $43M.

#13,405
in Manufacturing (17,777 peers)
+15.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

J. Lohr Employees Retirement Plan's outsized position by total assets

J. Lohr Employees Retirement Plan vs every filed plan by assets

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

$43,463,725 Top 18% higher than 82% 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

J. Lohr Employees Retirement Plan 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. J. Lohr Employees Retirement Plan sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J. Lohr Employees Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • J. Lohr Employees Retirement Plan end-of-year assets rose from $38M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • J. Lohr Employees Retirement Plan reported participants rose from 195 in the plan year 2023 filing to 198 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 942241621 · J. Lohr Winery Corporation PY 2024 · 401(k)

J. Lohr Employees Retirement Plan · $43M · 198 · 82nd

  • 5500 $43M
  • ASSETS 198
  • PCT 82nd
  • EIN 401(k)
  • RANK near Columbus Community Hospital, Inc. Employees' Retirement Plan
  • PHOTO ind #13405

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 California →

J. Lohr Employees Retirement Plan in the asset neighbourhood

Glatt Air Techniques Inc. Profit Sharing/401(k) PlanGlatt Air Techniques Inc. Pr…$43MNorton Lilly International Retirement PlanNorton Lilly International R…$43MColumbus Community Hospital, Inc. Employees' Retirement PlanColumbus Community Hospital,…$43MBrach Eichler L.L.C. 401(k) PlanBrach Eichler L.L.C. 401(k) …$43MJ. Lohr Employees Retirement PlanJ. Lohr Employees Retirement…$43M
End-of-year total assets ($M) among J. Lohr Employees Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$43M
Net Income$6M
Employer EIN942241621
Plan Effective Date2001-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. Lohr Winery Corporation)

Sponsor-wide plan assets over time

All J. Lohr Winery Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$43M 24.683816919830672% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.9M $43.5M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 207 $35M
2023 1 195 $38M
2024 1 198 $43M

Nearby 401(k) Plans in California

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

J. Lohr Employees Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants J. Lohr Employees Retirement Plan, Total assets ($B): 0.043463725 · Participants: 198J. Lohr Employees Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
J. Lohr Employees Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare J. Lohr Employees Retirement Plan side-by-side with 3 peers →

J. Lohr Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Columbus Community Hospital, Inc. Employees' Retirement Plan in NE ($43M); by covered participants it is Balke Brown Transwestern Inc. 401(k) Plan in MO (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 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 J. Lohr Employees Retirement Plan assets move in 2024? ▼
J. Lohr Employees Retirement Plan grew sharply - up 15.5% during 2024, from $38M to $43M. Reported net income was $6M.
How have J. Lohr Winery Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. Lohr Winery Corporation's sponsor-wide assets grew 24.7%, from $35M to $43M.
Where does J. Lohr Employees Retirement Plan rank by assets among Form 5500 filers? ▼
J. Lohr Employees Retirement Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to J. Lohr Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Columbus Community Hospital, Inc. Employees' Retirement Plan in NE ($43M, 924 participants).
Which 401(k) plans cover a similar participant headcount to J. Lohr Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Balke Brown Transwestern Inc. 401(k) Plan in MO (198 participants, $6M 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 942241621.

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.