401(k) · DOL Form 5500 · 2024
The Hess Collection Winery 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 133
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $170,459
- 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
$23M in assets, 133 participants
The Hess Collection Winery's The Hess Collection 401(k) Plan reported $23M in total assets and 133 participants in its 2024 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.
- #11,143 in Manufacturing (17,777 peers)
Coverage in California
The Hess Collection 401(k) Plan covers 133 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $23M.
- #11,143
- in Manufacturing (17,777 peers)
- +8.2%
- 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 2024 · DOL Form 5500
$22,670,982 Top 27% higher than 73% 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
The Hess Collection 401(k) 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. The Hess Collection 401(k) Plan sits mid-pack in the medium band (133 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Hess Collection 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The Hess Collection 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- The Hess Collection 401(k) Plan reported participants rose from 123 in the plan year 2023 filing to 133 in the plan year 2024 filing.
DOL schedule card
Filing strip 680071196 · The Hess Collection Winery PY 2024 · 401(k)
The Hess Collection 401(k) Plan · $23M · 133 · 73rd
- VS-ST $23M
- VS-ST 133
- VS-ST 73rd
- VS-ST 401(k)
- VS-ST near Western States Lodging Employee Savings Plan
- VS-ST ind #11143
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) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| 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.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
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 Western States Lodging Employee Savings Plan in UT ($23M); by covered participants it is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Western States Lodging Employee Savings Plan (UT) $23M · 4,162
- Stewart Builders, Inc. 401(k) Savings Plan (TX) $23M · 334
- Fiba Tech 401(k) Profit Sharing Plan (MA) $23M · 285
- Newspapers of New England, Inc. 401(k) Savings Plan (NH) $23M · 176
Similar participant headcount
Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.
- Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan (AZ) 133 · 0 off
- Amerikooler 401(k) Plan (FL) 133 · 0 off
- Marketlab Research, Inc. 401(k) Profit Sharing Plan (PA) 133 · 0 off
- Dutchland Inc. 401(k) Profit Sharing Plan (PA) 133 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.