401(k) · DOL Form 5500 · 2022

The Hess Collection Winery 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
136
Participants Small participant base
76th
Percentile by assets National rank
$137,627
Avg per participant Near avg balance/head
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Official DOL plan name: The Hess Collection 401(k) Plan · Sponsored by The Hess Collection Winery · California · Manufacturing

$19M in assets, 136 participants

The Hess Collection Winery's The Hess Collection 401(k) Plan reported $19M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #13,779 in Manufacturing (20,602 peers)

Coverage in California

The Hess Collection 401(k) Plan covers 136 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $19M.

#13,779
in Manufacturing (20,602 peers)
-18.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Hess Collection 401(k) Plan's outsized position by total assets

The Hess Collection 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,717,248 Top 24% higher than 76% of 139,123 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 2022

The Hess Collection 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Hess Collection 401(k) Plan sits mid-pack in the medium band (136 participants).

Form 5500 schedule snapshot

Filing strip 680071196 · The Hess Collection Winery PY 2022 · 401(k)

The Hess Collection 401(k) Plan · $19M · 136 · 76th

  • RANK $19M
  • PHOTO 136
  • IND 76th
  • EOY 401(k)
  • 5500 near Surge Operating, LLC 401(k) Plan
  • ASSETS ind #13779

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 →

The Hess Collection 401(k) Plan in the asset neighbourhood

The Hess Collection 401(k) PlanThe Hess Collection 401(k) P…$19MSurge Operating, LLC 401(k) PlanSurge Operating, LLC 401(k) …$19MAib International, Inc. 401(k) PlanAib International, Inc. 401(…$19MD'annunzio 401(k) Plan$19MMetropolitan Commercial Bank 401(k) PlanMetropolitan Commercial Bank…$19M
End-of-year total assets ($M) among The Hess Collection 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$19M
Net Income-$4M
Employer EIN680071196
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Hess Collection Winery)

Sponsor-wide plan assets over time

All The Hess Collection Winery plans reported in each filing year

Latest sponsor-wide plan assets
$23M 21.123479263618243% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.7M $22.7M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 136 $19M
2023 1 123 $21M
2024 1 133 $23M

Nearby 401(k) Plans in California

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

The Hess Collection 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Hess Collection 401(k) Plan, Total assets ($B): 0.018717248 · Participants: 136The Hess Collection 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
The Hess Collection 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Hess Collection 401(k) Plan side-by-side with 3 peers →

The Hess Collection 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Surge Operating, LLC 401(k) Plan in TX ($19M); by covered participants it is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Hess Collection 401(k) Plan assets move in 2022? ▼
The Hess Collection 401(k) Plan declined sharply - down 18.5% during 2022, from $23M to $19M. Reported net income was -$4M.
How have The Hess Collection Winery plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Hess Collection Winery's sponsor-wide assets grew 21.1%, from $19M to $23M.
Where does The Hess Collection 401(k) Plan rank by assets among Form 5500 filers? ▼
The Hess Collection 401(k) Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Hess Collection 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Surge Operating, LLC 401(k) Plan in TX ($19M, 143 participants).
Which 401(k) plans cover a similar participant headcount to The Hess Collection 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680071196.

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.