Civic Intelligence

Oliver Wine Company Inc.

Plan context: Oliver Wine Company Inc. Employee Stock Ownership and 401(K) Plan

EIN 35-1272565 • Bloomington, IN • 21 filings • 4 plans

200 East Winery RoadBloomington, IN 47404
Current Snapshot

Latest Year

2025

2025 Participants

94

2025 Assets

$38,597,211

2025 Contributions

$404,786

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$91,533,150$45,766,575$0200620172025YearValue
$38,597,211Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

98490200620162025YearValue
94Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025194$38,597,211$404,786$4,306iApproximate average salary by contribution assumption: employee only about $107,656 at 4% or $71,771 at 6%; with 50% employer match about $71,771 at 4% or $47,847 at 6%; with 100% employer match about $53,828 at 4% or $35,885 at 6%.
Oliver Wine Company Inc. Employee Stock Ownership and 401(K) Plan-94$38,597,211$404,786$4,306iApproximate average salary by contribution assumption: employee only about $107,656 at 4% or $71,771 at 6%; with 50% employer match about $71,771 at 4% or $47,847 at 6%; with 100% employer match about $53,828 at 4% or $35,885 at 6%.
2024198$42,317,160$461,225$4,706iApproximate average salary by contribution assumption: employee only about $117,659 at 4% or $78,440 at 6%; with 50% employer match about $78,440 at 4% or $52,293 at 6%; with 100% employer match about $58,830 at 4% or $39,220 at 6%.
Oliver Wine Company Inc. Employee Stock Ownership and 401(K) Plan-98$42,317,160$461,225$4,706iApproximate average salary by contribution assumption: employee only about $117,659 at 4% or $78,440 at 6%; with 50% employer match about $78,440 at 4% or $52,293 at 6%; with 100% employer match about $58,830 at 4% or $39,220 at 6%.
2023175$37,378,731$625,946$8,346iApproximate average salary by contribution assumption: employee only about $208,649 at 4% or $139,099 at 6%; with 50% employer match about $139,099 at 4% or $92,733 at 6%; with 100% employer match about $104,324 at 4% or $69,550 at 6%.
Oliver Wine Company Inc. Employee Stock Ownership and 401(K) Plan-75$37,378,731$625,946$8,346iApproximate average salary by contribution assumption: employee only about $208,649 at 4% or $139,099 at 6%; with 50% employer match about $139,099 at 4% or $92,733 at 6%; with 100% employer match about $104,324 at 4% or $69,550 at 6%.
2022277$91,533,150$1,123,264$14,588iApproximate average salary by contribution assumption: employee only about $364,696 at 4% or $243,131 at 6%; with 50% employer match about $243,131 at 4% or $162,087 at 6%; with 100% employer match about $182,348 at 4% or $121,565 at 6%.
Oliver Wine Company Inc. Employee Stock Ownership and 401(K) Plan-77$45,766,575$561,632$7,294iApproximate average salary by contribution assumption: employee only about $182,348 at 4% or $121,565 at 6%; with 50% employer match about $121,565 at 4% or $81,044 at 6%; with 100% employer match about $91,174 at 4% or $60,783 at 6%.
Oliver Wine Company Inc. Employee Stock Ownership and 401(K) Plan-77$45,766,575$561,632$7,294iApproximate average salary by contribution assumption: employee only about $182,348 at 4% or $121,565 at 6%; with 50% employer match about $121,565 at 4% or $81,044 at 6%; with 100% employer match about $91,174 at 4% or $60,783 at 6%.
2021156$74,089,035$598,804$10,693iApproximate average salary by contribution assumption: employee only about $267,323 at 4% or $178,215 at 6%; with 50% employer match about $178,215 at 4% or $118,810 at 6%; with 100% employer match about $133,662 at 4% or $89,108 at 6%.
Oliver Wine Company Inc. Employee Stock Ownership and 401(K) Plan-56$74,089,035$598,804$10,693iApproximate average salary by contribution assumption: employee only about $267,323 at 4% or $178,215 at 6%; with 50% employer match about $178,215 at 4% or $118,810 at 6%; with 100% employer match about $133,662 at 4% or $89,108 at 6%.
2020163$84,760,603$199,044$3,159iApproximate average salary by contribution assumption: employee only about $78,986 at 4% or $52,657 at 6%; with 50% employer match about $52,657 at 4% or $35,105 at 6%; with 100% employer match about $39,493 at 4% or $26,329 at 6%.
Oliver Wine Company Inc. Employee Stock Ownership and 401(K) Plan-63$84,760,603$199,044$3,159iApproximate average salary by contribution assumption: employee only about $78,986 at 4% or $52,657 at 6%; with 50% employer match about $52,657 at 4% or $35,105 at 6%; with 100% employer match about $39,493 at 4% or $26,329 at 6%.
2019168$37,203,016$744,360$10,946iApproximate average salary by contribution assumption: employee only about $273,662 at 4% or $182,441 at 6%; with 50% employer match about $182,441 at 4% or $121,627 at 6%; with 100% employer match about $136,831 at 4% or $91,221 at 6%.
Oliver Wine Company Inc. Employee Stock Ownership and 401(K) Plan-68$37,203,016$744,360$10,946iApproximate average salary by contribution assumption: employee only about $273,662 at 4% or $182,441 at 6%; with 50% employer match about $182,441 at 4% or $121,627 at 6%; with 100% employer match about $136,831 at 4% or $91,221 at 6%.
2018162$26,744,105$526,569$8,493iApproximate average salary by contribution assumption: employee only about $212,326 at 4% or $141,551 at 6%; with 50% employer match about $141,551 at 4% or $94,367 at 6%; with 100% employer match about $106,163 at 4% or $70,775 at 6%.
Oliver Wine Company Inc. Employee Stock Ownership and 401(K) Plan-62$26,744,105$526,569$8,493iApproximate average salary by contribution assumption: employee only about $212,326 at 4% or $141,551 at 6%; with 50% employer match about $141,551 at 4% or $94,367 at 6%; with 100% employer match about $106,163 at 4% or $70,775 at 6%.
2017164$21,750,136$817,199$12,769iApproximate average salary by contribution assumption: employee only about $319,218 at 4% or $212,812 at 6%; with 50% employer match about $212,812 at 4% or $141,875 at 6%; with 100% employer match about $159,609 at 4% or $106,406 at 6%.
Oliver Wine Company Inc. Employee Stock Ownership and 401(K) Plan-64$21,750,136$817,199$12,769iApproximate average salary by contribution assumption: employee only about $319,218 at 4% or $212,812 at 6%; with 50% employer match about $212,812 at 4% or $141,875 at 6%; with 100% employer match about $159,609 at 4% or $106,406 at 6%.
2016165$15,125,196$744,890$11,460iApproximate average salary by contribution assumption: employee only about $286,496 at 4% or $190,997 at 6%; with 50% employer match about $190,997 at 4% or $127,332 at 6%; with 100% employer match about $143,248 at 4% or $95,499 at 6%.
Oliver Wine Company Inc. Employee Stock Ownership and 401(K) Plan-65$15,125,196$744,890$11,460iApproximate average salary by contribution assumption: employee only about $286,496 at 4% or $190,997 at 6%; with 50% employer match about $190,997 at 4% or $127,332 at 6%; with 100% employer match about $143,248 at 4% or $95,499 at 6%.
2015164$12,237,698$778,872$12,170iApproximate average salary by contribution assumption: employee only about $304,247 at 4% or $202,831 at 6%; with 50% employer match about $202,831 at 4% or $135,221 at 6%; with 100% employer match about $152,123 at 4% or $101,416 at 6%.
Oliver Wine Company Inc. Employee Stock Ownership and 401(K) Plan-64$12,237,698$778,872$12,170iApproximate average salary by contribution assumption: employee only about $304,247 at 4% or $202,831 at 6%; with 50% employer match about $202,831 at 4% or $135,221 at 6%; with 100% employer match about $152,123 at 4% or $101,416 at 6%.
2014163$10,909,896$784,667$12,455iApproximate average salary by contribution assumption: employee only about $311,376 at 4% or $207,584 at 6%; with 50% employer match about $207,584 at 4% or $138,389 at 6%; with 100% employer match about $155,688 at 4% or $103,792 at 6%.
Oliver Wine Company Inc. Employee Stock Ownership and 401(K) Plan-63$10,909,896$784,667$12,455iApproximate average salary by contribution assumption: employee only about $311,376 at 4% or $207,584 at 6%; with 50% employer match about $207,584 at 4% or $138,389 at 6%; with 100% employer match about $155,688 at 4% or $103,792 at 6%.
2013187$9,185,837$788,334$9,061iApproximate average salary by contribution assumption: employee only about $226,533 at 4% or $151,022 at 6%; with 50% employer match about $151,022 at 4% or $100,681 at 6%; with 100% employer match about $113,266 at 4% or $75,511 at 6%.
Oliver Wine Company Inc. Employee Stock Ownership and 401(K) Plan-87$9,185,837$788,334$9,061iApproximate average salary by contribution assumption: employee only about $226,533 at 4% or $151,022 at 6%; with 50% employer match about $151,022 at 4% or $100,681 at 6%; with 100% employer match about $113,266 at 4% or $75,511 at 6%.
2012171$8,796,100$732,253$10,313iApproximate average salary by contribution assumption: employee only about $257,836 at 4% or $171,890 at 6%; with 50% employer match about $171,890 at 4% or $114,594 at 6%; with 100% employer match about $128,918 at 4% or $85,945 at 6%.
Oliver Wine Company Inc. Employee Stock Ownership and 401(K) Plan-71$8,796,100$732,253$10,313iApproximate average salary by contribution assumption: employee only about $257,836 at 4% or $171,890 at 6%; with 50% employer match about $171,890 at 4% or $114,594 at 6%; with 100% employer match about $128,918 at 4% or $85,945 at 6%.
2011160$24,336,031$681,320$11,355iApproximate average salary by contribution assumption: employee only about $283,883 at 4% or $189,256 at 6%; with 50% employer match about $189,256 at 4% or $126,170 at 6%; with 100% employer match about $141,942 at 4% or $94,628 at 6%.
Oliver Wine Company Inc. Employee Stock Ownership and 401(K) Plan-60$24,336,031$681,320$11,355iApproximate average salary by contribution assumption: employee only about $283,883 at 4% or $189,256 at 6%; with 50% employer match about $189,256 at 4% or $126,170 at 6%; with 100% employer match about $141,942 at 4% or $94,628 at 6%.
2010162$24,421,004$635,255$10,246iApproximate average salary by contribution assumption: employee only about $256,151 at 4% or $170,767 at 6%; with 50% employer match about $170,767 at 4% or $113,845 at 6%; with 100% employer match about $128,076 at 4% or $85,384 at 6%.
Oliver Wine Company Inc. Employee Stock Ownership and 401(K) Plan-62$24,421,004$635,255$10,246iApproximate average salary by contribution assumption: employee only about $256,151 at 4% or $170,767 at 6%; with 50% employer match about $170,767 at 4% or $113,845 at 6%; with 100% employer match about $128,076 at 4% or $85,384 at 6%.
2009168$22,262,430$595,363$8,755iApproximate average salary by contribution assumption: employee only about $218,883 at 4% or $145,922 at 6%; with 50% employer match about $145,922 at 4% or $97,282 at 6%; with 100% employer match about $109,442 at 4% or $72,961 at 6%.
Oliver Wine Company Inc. Employee Stock Ownership and 401(K) Plan-68$22,262,430$595,363$8,755iApproximate average salary by contribution assumption: employee only about $218,883 at 4% or $145,922 at 6%; with 50% employer match about $145,922 at 4% or $97,282 at 6%; with 100% employer match about $109,442 at 4% or $72,961 at 6%.
2008155$0$0-
Oliver Wine Company Inc. Employee Stock Ownership and 401(K) Plan-55---
2007151$0$0-
Oliver Wine Company Inc. Employee Stock Ownership and 401(K) Plan-51---
2006139$19,652,800$2,922,438$74,934iApproximate average salary by contribution assumption: employee only about $1,873,358 at 4% or $1,248,905 at 6%; with 50% employer match about $1,248,905 at 4% or $832,603 at 6%; with 100% employer match about $936,679 at 4% or $624,453 at 6%.
Oliver Wine Company Inc. Employee Stock Ownership and 401(K) Plan-39$19,652,800$2,922,438$74,934iApproximate average salary by contribution assumption: employee only about $1,873,358 at 4% or $1,248,905 at 6%; with 50% employer match about $1,248,905 at 4% or $832,603 at 6%; with 100% employer match about $936,679 at 4% or $624,453 at 6%.