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
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.
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)
| 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
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? ▼
How have The Hess Collection Winery plan assets changed over time? ▼
Which 401(k) plans are similar in size to The Hess Collection 401(k) Plan? ▼
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