401(k) · DOL Form 5500 · 2024

The Hess Collection Winery 401(k) Plan

Data updated 2026-08-11

$23M
Total assets: 133
Participants: 73rd
Percentile by assets: $170,459
Avg per participant

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.

73rd percentile by assets (of 123,622 plans)
#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.

$23M
total plan assets (2024 EOY): 133
covered participants: 73rd
percentile by assets (of 123,622 plans): $170,459
avg assets per participant

Where The Hess Collection 401(k) Plan sits 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 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.

See the national 2023→2024 release diff →

State

California

Industry

Manufacturing

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. The Hess Collection 401(k) Plan reports 133 participants - about 21% of that state average ($23M EOY assets).

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)

Total plan assets by year, all The Hess Collection Winery plans on file

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

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

Compare The Hess Collection 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Hess Collection 401(k) Plan by total assets, not by location.

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

Frequently Asked Questions

How did The Hess Collection 401(k) Plan assets move in 2024? ▼

The Hess Collection 401(k) Plan grew at a solid clip - up 8.2% during 2024, from $21M to $23M. Reported net income was $2M.

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.

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 Western States Lodging Employee Savings Plan in UT ($23M, 4,162 participants).

Next read for The Hess Collection 401(k) Plan

Filing takeaways

Ways to act on The Hess Collection 401(k) Plan's numbers.

By total assets, The Hess Collection 401(k) Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
The Hess Collection Winery's sponsor-wide assets have grown 21.1% since 2022 across 3 plan years on file. More Manufacturing plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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