401(k) · DOL Form 5500 · 2024
Illahe Vineyards and Winery, Inc. 401(k) Plan
Data updated 2026-08-25
- $495K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $82,451
- Avg per participant Below avg balance/head
Official DOL plan name: Illahe Vineyard and Winery, Inc. 401(k) Retirement · Sponsored by Illahe Vineyards and Winery, Inc. · Oregon · Manufacturing
$495K in assets, 6 participants
Illahe Vineyards and Winery, Inc.'s Illahe Vineyard and Winery, Inc. 401(k) Retirement reported $495K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- #1,213 in Manufacturing (17,777 peers)
2024 asset change
Illahe Vineyard and Winery, Inc. 401(k) Retirement surged 41.8% in 2024 ($349K → $495K) for 6 participants.
- #1,213
- in Manufacturing (17,777 peers)
- +41.8%
- assets growth YoY
Illahe Vineyard and Winery, Inc. 401(k) Retirement among the smaller filed plans by assets
Illahe Vineyard and Winery, Inc. 401(k) Retirement vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$494,703 18th percentile higher than 18% 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
Illahe Vineyard and Winery, Inc. 401(k) Retirement among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Illahe Vineyard and Winery, Inc. 401(k) Retirement is a micro filing (6 participants), the leftmost band.
DOL schedule card
Filing strip 263123933 · Illahe Vineyards and Winery, Inc. PY 2024 · 401(k)
Illahe Vineyard and Winery, Inc. 401(k) Retirement · $495K · 6 · 18th
- SCH $495K
- EBSA 6
- PART 18th
- TYPE 401(k)
- NET near Stl Sandwich Group Inc. 401(k) Plan
- BOOK ind #1213
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 →
Illahe Vineyard and Winery, Inc. 401(k) Retirement in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $349K |
|---|---|
| Net Assets (End of Year) | $495K |
| Net Income | $146K |
| Employer EIN | 263123933 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Illahe Vineyard and Winery, Inc. 401(k) Retirement's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Stl Sandwich Group Inc. 401(k) Plan in MO ($495K); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($495K here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
- Bijak Enterprises Retirement Plan (AZ) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.