Civic Intelligence

Ste. Michelle Wine Estates Ltd.

Plan context: Ste. Michelle Wine Estates LLC Retirement Income Plan

EIN 91-0897041 • Richmond, VA • 37 filings • 8 plans

6601 West Broad StreetRichmond, VA 23230-1723
Current Snapshot

Latest Year

2024

2024 Participants

878

2024 Assets

$109,524,755

2024 Contributions

$13,951,033

Historical Graphs

Total Assets Over Time

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

$311,546,604$155,773,302$0200020122024YearValue
$109,524,755Latest year 2024

Participants Over Time

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

1,0055030200020122024YearValue
878Latest year 2024

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
20243878$109,524,755$13,951,033$15,890iApproximate average salary by contribution assumption: employee only about $397,239 at 4% or $264,826 at 6%; with 50% employer match about $264,826 at 4% or $176,551 at 6%; with 100% employer match about $198,619 at 4% or $132,413 at 6%.
Ste. Michelle Wine Estates LLC Retirement Income Plan-250$58,346,610$3,564,264$14,257iApproximate average salary by contribution assumption: employee only about $356,426 at 4% or $237,618 at 6%; with 50% employer match about $237,618 at 4% or $158,412 at 6%; with 100% employer match about $178,213 at 4% or $118,809 at 6%.
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-727$51,178,145$10,386,769$14,287iApproximate average salary by contribution assumption: employee only about $357,179 at 4% or $238,119 at 6%; with 50% employer match about $238,119 at 4% or $158,746 at 6%; with 100% employer match about $178,590 at 4% or $119,060 at 6%.
Ste. Michelle Wine Estates Health & Welfare Benefit Plan-878---
20233865$102,873,632$20,239,188$23,398iApproximate average salary by contribution assumption: employee only about $584,948 at 4% or $389,965 at 6%; with 50% employer match about $389,965 at 4% or $259,977 at 6%; with 100% employer match about $292,474 at 4% or $194,983 at 6%.
Ste. Michelle Wine Estates LLC Retirement Income Plan-303$57,992,847$4,038,792$13,329iApproximate average salary by contribution assumption: employee only about $333,234 at 4% or $222,156 at 6%; with 50% employer match about $222,156 at 4% or $148,104 at 6%; with 100% employer match about $166,617 at 4% or $111,078 at 6%.
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-657$44,880,785$16,200,396$24,658iApproximate average salary by contribution assumption: employee only about $616,453 at 4% or $410,969 at 6%; with 50% employer match about $410,969 at 4% or $273,979 at 6%; with 100% employer match about $308,227 at 4% or $205,484 at 6%.
Ste. Michelle Wine Estates Health & Welfare Benefit Plan-865---
202231,005$130,857,280$20,730,655$20,628iApproximate average salary by contribution assumption: employee only about $515,688 at 4% or $343,792 at 6%; with 50% employer match about $343,792 at 4% or $229,195 at 6%; with 100% employer match about $257,844 at 4% or $171,896 at 6%.
Ste. Michelle Wine Estates LLC Retirement Income Plan-530$102,150,846--
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-717$28,706,434$20,730,655$28,913iApproximate average salary by contribution assumption: employee only about $722,826 at 4% or $481,884 at 6%; with 50% employer match about $481,884 at 4% or $321,256 at 6%; with 100% employer match about $361,413 at 4% or $240,942 at 6%.
Ste. Michelle Wine Estates Health & Welfare Benefit Plan-1,005---
20213814$311,546,604$10,807,740$13,277iApproximate average salary by contribution assumption: employee only about $331,933 at 4% or $221,289 at 6%; with 50% employer match about $221,289 at 4% or $147,526 at 6%; with 100% employer match about $165,967 at 4% or $110,644 at 6%.
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-608$150,291,515--
Ste. Michelle Wine Estates LLC Retirement Income Plan-608$150,291,515--
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-814$10,963,574$10,807,740$13,277iApproximate average salary by contribution assumption: employee only about $331,933 at 4% or $221,289 at 6%; with 50% employer match about $221,289 at 4% or $147,526 at 6%; with 100% employer match about $165,967 at 4% or $110,644 at 6%.
20201766$148,181,368$6,400,000$8,355iApproximate average salary by contribution assumption: employee only about $208,877 at 4% or $139,252 at 6%; with 50% employer match about $139,252 at 4% or $92,834 at 6%; with 100% employer match about $104,439 at 4% or $69,626 at 6%.
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-766$148,181,368$6,400,000$8,355iApproximate average salary by contribution assumption: employee only about $208,877 at 4% or $139,252 at 6%; with 50% employer match about $139,252 at 4% or $92,834 at 6%; with 100% employer match about $104,439 at 4% or $69,626 at 6%.
20192878$127,302,239$0-
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-878$127,302,239--
Ste. Michelle Wine Estates Employee Benefits Plan-0---
20182908$108,120,177$0-
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-908$108,120,177--
Ste. Michelle Wine Estates Employee Benefits Plan-495---
20172874$117,144,298$0-
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-874$117,144,298--
Ste. Michelle Wine Estates Employee Benefits Plan-449---
20162849$102,253,637$0-
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-849$102,253,637--
Ste. Michelle Wine Estates Employee Benefits Plan-397---
20151807$97,877,606$38,000,000$47,088iApproximate average salary by contribution assumption: employee only about $1,177,200 at 4% or $784,800 at 6%; with 50% employer match about $784,800 at 4% or $523,200 at 6%; with 100% employer match about $588,600 at 4% or $392,400 at 6%.
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-807$97,877,606$38,000,000$47,088iApproximate average salary by contribution assumption: employee only about $1,177,200 at 4% or $784,800 at 6%; with 50% employer match about $784,800 at 4% or $523,200 at 6%; with 100% employer match about $588,600 at 4% or $392,400 at 6%.
20141771$63,147,264$0-
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-771$63,147,264--
20131718$61,413,770$0-
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-718$61,413,770--
20121720$53,852,141$6,300,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-720$53,852,141$6,300,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
20111723$44,020,191$7,577,000$10,480iApproximate average salary by contribution assumption: employee only about $261,999 at 4% or $174,666 at 6%; with 50% employer match about $174,666 at 4% or $116,444 at 6%; with 100% employer match about $130,999 at 4% or $87,333 at 6%.
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-723$44,020,191$7,577,000$10,480iApproximate average salary by contribution assumption: employee only about $261,999 at 4% or $174,666 at 6%; with 50% employer match about $174,666 at 4% or $116,444 at 6%; with 100% employer match about $130,999 at 4% or $87,333 at 6%.
20101663$37,803,425$6,300,000$9,502iApproximate average salary by contribution assumption: employee only about $237,557 at 4% or $158,371 at 6%; with 50% employer match about $158,371 at 4% or $105,581 at 6%; with 100% employer match about $118,778 at 4% or $79,186 at 6%.
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-663$37,803,425$6,300,000$9,502iApproximate average salary by contribution assumption: employee only about $237,557 at 4% or $158,371 at 6%; with 50% employer match about $158,371 at 4% or $105,581 at 6%; with 100% employer match about $118,778 at 4% or $79,186 at 6%.
20091676$28,863,984$2,000,000$2,959iApproximate average salary by contribution assumption: employee only about $73,964 at 4% or $49,310 at 6%; with 50% employer match about $49,310 at 4% or $32,873 at 6%; with 100% employer match about $36,982 at 4% or $24,655 at 6%.
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-676$28,863,984$2,000,000$2,959iApproximate average salary by contribution assumption: employee only about $73,964 at 4% or $49,310 at 6%; with 50% employer match about $49,310 at 4% or $32,873 at 6%; with 100% employer match about $36,982 at 4% or $24,655 at 6%.
20081647$23,013,730$2,974,172$4,597iApproximate average salary by contribution assumption: employee only about $114,922 at 4% or $76,614 at 6%; with 50% employer match about $76,614 at 4% or $51,076 at 6%; with 100% employer match about $57,461 at 4% or $38,307 at 6%.
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-647$23,013,730$2,974,172$4,597iApproximate average salary by contribution assumption: employee only about $114,922 at 4% or $76,614 at 6%; with 50% employer match about $76,614 at 4% or $51,076 at 6%; with 100% employer match about $57,461 at 4% or $38,307 at 6%.
20071593$28,390,125$0-
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-593$28,390,125--
20061472$27,082,120$0-
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-472$27,082,120--
20051457$23,957,839$0-
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-457$23,957,839--
20041442$23,023,459$445,000$1,007iApproximate average salary by contribution assumption: employee only about $25,170 at 4% or $16,780 at 6%; with 50% employer match about $16,780 at 4% or $11,187 at 6%; with 100% employer match about $12,585 at 4% or $8,390 at 6%.
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-442$23,023,459$445,000$1,007iApproximate average salary by contribution assumption: employee only about $25,170 at 4% or $16,780 at 6%; with 50% employer match about $16,780 at 4% or $11,187 at 6%; with 100% employer match about $12,585 at 4% or $8,390 at 6%.
20031439$20,524,936$10,466,000$23,841iApproximate average salary by contribution assumption: employee only about $596,014 at 4% or $397,342 at 6%; with 50% employer match about $397,342 at 4% or $264,895 at 6%; with 100% employer match about $298,007 at 4% or $198,671 at 6%.
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-439$20,524,936$10,466,000$23,841iApproximate average salary by contribution assumption: employee only about $596,014 at 4% or $397,342 at 6%; with 50% employer match about $397,342 at 4% or $264,895 at 6%; with 100% employer match about $298,007 at 4% or $198,671 at 6%.
20021475$7,608,127$1,600,000$3,368iApproximate average salary by contribution assumption: employee only about $84,211 at 4% or $56,140 at 6%; with 50% employer match about $56,140 at 4% or $37,427 at 6%; with 100% employer match about $42,105 at 4% or $28,070 at 6%.
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-475$7,608,127$1,600,000$3,368iApproximate average salary by contribution assumption: employee only about $84,211 at 4% or $56,140 at 6%; with 50% employer match about $56,140 at 4% or $37,427 at 6%; with 100% employer match about $42,105 at 4% or $28,070 at 6%.
20011459$6,933,861$965,253$2,103iApproximate average salary by contribution assumption: employee only about $52,574 at 4% or $35,049 at 6%; with 50% employer match about $35,049 at 4% or $23,366 at 6%; with 100% employer match about $26,287 at 4% or $17,525 at 6%.
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-459$6,933,861$965,253$2,103iApproximate average salary by contribution assumption: employee only about $52,574 at 4% or $35,049 at 6%; with 50% employer match about $35,049 at 4% or $23,366 at 6%; with 100% employer match about $26,287 at 4% or $17,525 at 6%.
20001431$6,213,819$483,237$1,121iApproximate average salary by contribution assumption: employee only about $28,030 at 4% or $18,687 at 6%; with 50% employer match about $18,687 at 4% or $12,458 at 6%; with 100% employer match about $14,015 at 4% or $9,343 at 6%.
Ste. Michelle Wine Estates Ltd. Retirement Income Plan-431$6,213,819$483,237$1,121iApproximate average salary by contribution assumption: employee only about $28,030 at 4% or $18,687 at 6%; with 50% employer match about $18,687 at 4% or $12,458 at 6%; with 100% employer match about $14,015 at 4% or $9,343 at 6%.