Defined Benefit (Pension) · DOL Form 5500 · 2024

Ste. Michelle Wine Estates LLC Pension Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size: 303
Participants Below avg headcount: 86th
Percentile by assets National rank: $192,563
Avg per participant Above avg balance/head

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Official DOL plan name: Ste. Michelle Wine Estates LLC Retirement Income Plan · Sponsored by Ste. Michelle Wine Estates LLC · Washington · Manufacturing

$58M in assets, 303 participants

Ste. Michelle Wine Estates LLC's Ste. Michelle Wine Estates LLC Retirement Income Plan reported $58M in total assets and 303 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

#14,180 in Manufacturing (17,777 peers)

Coverage in Washington

Ste. Michelle Wine Estates LLC Retirement Income Plan covers 303 participants in Washington, about 21% of the average Washington filer (state average ~1,476 per filing). Assets: $58M.

#14,180
in Manufacturing (17,777 peers): +0.6%
assets growth YoY: 0.6×
vs typical plan assets (national mean)

Ste. Michelle Wine Estates LLC Retirement Income Plan's outsized position by total assets

Ste. Michelle Wine Estates LLC Retirement Income Plan vs every filed plan by assets

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

$58,346,610 Top 14% higher than 86% 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

Ste. Michelle Wine Estates LLC Retirement Income 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. Ste. Michelle Wine Estates LLC Retirement Income Plan sits mid-pack in the medium band (303 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Ste. Michelle Wine Estates LLC Retirement Income Plan reported net income rose from -$44M in the plan year 2023 filing to $471K in the plan year 2024 filing.
Ste. Michelle Wine Estates LLC Retirement Income Plan reported participants fell from 530 in the plan year 2023 filing to 303 in the plan year 2024 filing.
Ste. Michelle Wine Estates LLC Retirement Income Plan end-of-year assets rose from $58M in the plan year 2023 filing to $58M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 910897041 · Ste. Michelle Wine Estates LLC PY 2024 · Defined Benefit (Pension)

Ste. Michelle Wine Estates LLC Retirement Income Plan · $58M · 303 · 86th

EBSA $58M
EBSA 303
EBSA 86th
EBSA Defined Benefit (Pension)
EBSA near Covia Holdings Corporation Pension Plan
EBSA ind #14180

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 Washington →

End-of-year total assets ($M) among Ste. Michelle Wine Estates LLC Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)	$58M
Net Assets (End of Year)	$58M
Net Income	$471K
Employer EIN	910897041
Plan Effective Date	1978-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ste. Michelle Wine Estates LLC)

Latest sponsor-wide plan assets: $110M 16.302130840561567% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	1,422	$131M
2023	2	1,247	$103M
2024	2	960	$110M

Nearby Defined Benefit (Pension) Plans in Washington

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ste. Michelle Wine Estates LLC Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants

Western Conference of Teamsters Pension Plan $56.4B · 231,156
The Pension Value Plan for Employees of the Boeing Company $23.3B · 29,538
The Boeing Company Employee Retirement Plan $15.4B · 31,398
Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan $3.3B · 8,695
Paccar Inc Retirement Plan $2.7B · 10,345

Compare Ste. Michelle Wine Estates LLC Retirement Income Plan side-by-side with 3 peers →

Ste. Michelle Wine Estates LLC Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Washington, the nearest Defined Benefit (Pension) by assets is Covia Holdings Corporation Pension Plan in OH ($58M); by covered participants it is G.I. Associates, LLC Defined Benefit Pension Plan and Trust in WI (303 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($58M here).

Covia Holdings Corporation Pension Plan (OH) $58M · 238
Wolf & Company, P.C. Defined Benefit Pension Plan (MA) $58M · 178
Pension Plan for the Employees of Caromont Health (NC) $58M · 619
The Spirax Sarco, Inc. Pension Plan (SC) $58M · 189

Similar participant headcount

Nearest other-state filings by covered participants (303 participants); asset peers above are excluded.

G.I. Associates, LLC Defined Benefit Pension Plan and Trust (WI) 303 · 0 off
Munich Reinsurance America, Inc. Pension Plan (NJ) 303 · 0 off
Hyundai Motor America Pension Plan (CA) 303 · 0 off
Mechanical Contractors Ua Local 119 Pension Plan (AL) 303 · 0 off

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 Ste. Michelle Wine Estates LLC Retirement Income Plan assets move in 2024? ▼

Ste. Michelle Wine Estates LLC Retirement Income Plan held essentially flat - up 0.6% during 2024, from $58M to $58M. Reported net income was $471K.

How have Ste. Michelle Wine Estates LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ste. Michelle Wine Estates LLC's sponsor-wide assets declined 16.3%, from $131M to $110M.

Where does Ste. Michelle Wine Estates LLC Retirement Income Plan rank by assets among Form 5500 filers? ▼

Ste. Michelle Wine Estates LLC Retirement Income Plan ranks in the 86th 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 Defined Benefit (Pension) plans are similar in size to Ste. Michelle Wine Estates LLC Retirement Income Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Covia Holdings Corporation Pension Plan in OH ($58M, 238 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Ste. Michelle Wine Estates LLC Retirement Income Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is G.I. Associates, LLC Defined Benefit Pension Plan and Trust in WI (303 participants, $19M 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 910897041.