401(k) · DOL Form 5500 · 2023
The Hess Collection Winery 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 123
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $170,289
- Avg per participant Above avg balance/head
Official DOL plan name: The Hess Collection 401(k) Plan · Sponsored by The Hess Collection Winery · California · Manufacturing
$21M in assets, 123 participants
The Hess Collection Winery's The Hess Collection 401(k) Plan reported $21M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #11,901 in Manufacturing (18,722 peers)
Coverage in California
The Hess Collection 401(k) Plan covers 123 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $21M.
- #11,901
- in Manufacturing (18,722 peers)
- +11.9%
- assets growth YoY
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 2023 · DOL Form 5500
$20,945,539 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Hess Collection 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 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 (123 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Hess Collection 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Hess Collection 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- The Hess Collection 401(k) Plan reported participants fell from 136 in the plan year 2022 filing to 123 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 680071196 · The Hess Collection Winery PY 2023 · 401(k)
The Hess Collection 401(k) Plan · $21M · 123 · 73rd
- PART $21M
- PART 123
- PART 73rd
- PART 401(k)
- PART near Clark & Elbing LLP 401(k) Plan
- PART ind #11901
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
California filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 680071196 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING 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
| 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.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
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 Clark & Elbing LLP 401(k) Plan in MA ($21M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Clark & Elbing LLP 401(k) Plan (MA) $21M · 110
- Cog Marketers, Ltd Employees Savings Trust (MI) $21M · 120
- Amico Holding Company 401(k) Plan (AL) $21M · 252
- John Henry Foster Minnesota, Inc. 401(k) Profit Sharing Plan (MN) $21M · 225
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- Sunchase Salary Savings Plan (NC) 123 · 0 off
- The Jane Pauley Community Health (IN) 123 · 0 off
- Ellicott Dredge Group Plan (WI) 123 · 0 off
- Saginaw Pipe Co., Inc. 401(k) Plan (AL) 123 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.