Defined Benefit (Pension) · DOL Form 5500 · 2022

Gallo Vineyards, Inc. Pension Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
248
Participants Below avg headcount
83rd
Percentile by assets National rank
$125,340
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gallo Pension Plan for Non-Union Employees · Sponsored by Gallo Vineyards, Inc. · California · Manufacturing

$31M in assets, 248 participants

Gallo Vineyards, Inc.'s Gallo Pension Plan for Non-Union Employees reported $31M in total assets and 248 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,693 in Manufacturing (20,602 peers)

Coverage in California

Gallo Pension Plan for Non-Union Employees covers 248 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $31M.

#15,693
in Manufacturing (20,602 peers)
-21.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gallo Pension Plan for Non-Union Employees's outsized position by total assets

Gallo Pension Plan for Non-Union Employees vs every filed plan by assets

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

$31,084,315 Top 17% higher than 83% 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

Gallo Pension Plan for Non-Union Employees 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. Gallo Pension Plan for Non-Union Employees sits mid-pack in the medium band (248 participants).

Published 5500 schedule card

Filing strip 941409660 · Gallo Vineyards, Inc. PY 2022 · Defined Benefit (Pension)

Gallo Pension Plan for Non-Union Employees · $31M · 248 · 83rd

  • PART $31M
  • PART 248
  • PART 83rd
  • PART Defined Benefit (Pension)
  • PART near Southern Region of Teamsters Pension Plan
  • PART ind #15693

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 →

Gallo Pension Plan for Non-Union Employees in the asset neighbourhood

Dorel Juvenile Group, Inc. Pension Plan for Bargaining Unit EmployeesDorel Juvenile Group, Inc. P…$31MGallo Pension Plan for Non-Union EmployeesGallo Pension Plan for Non-U…$31MSouthern Region of Teamsters Pension PlanSouthern Region of Teamsters…$31MPark Community Credit Union Cash Balance Defined Benefit Plan and TrustPark Community Credit Union …$31MPension Plan of United Way WorldwidePension Plan of United Way W…$31M
End-of-year total assets ($M) among Gallo Pension Plan for Non-Union Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$31M
Net Income-$9M
Employer EIN941409660
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gallo Vineyards, Inc.)

Sponsor-wide plan assets over time

All Gallo Vineyards, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 4.5479625335156975% vs 2022
2024 filing year
$30.5M$31M$31.5M$32M$32.5M$33M 202220232024 $31.1M $32.5M ▲ +4.6%
Year Plans Participants Total Assets
2022 1 248 $31M
2023 1 226 $32M
2024 1 158 $32M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Gallo Pension Plan for Non-Union Employees vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Gallo Pension Plan for Non-Union Employees, Total assets ($B): 0.031084315 · Participants: 248Gallo Pension Plan for Non-Union EmployeesKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Gallo Pension Plan for Non-Union Employees vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Gallo Pension Plan for Non-Union Employees side-by-side with 3 peers →

Gallo Pension Plan for Non-Union Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Southern Region of Teamsters Pension Plan in TX ($31M); by covered participants it is The Children's Aid Society Retirement Plan in NY (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Gallo Pension Plan for Non-Union Employees assets move in 2022? ▼
Gallo Pension Plan for Non-Union Employees declined sharply - down 21.5% during 2022, from $40M to $31M. Reported net income was -$9M.
How have Gallo Vineyards, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gallo Vineyards, Inc.'s sponsor-wide assets grew 4.5%, from $31M to $32M.
Where does Gallo Pension Plan for Non-Union Employees rank by assets among Form 5500 filers? ▼
Gallo Pension Plan for Non-Union Employees ranks in the 83rd 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 Defined Benefit (Pension) plans are similar in size to Gallo Pension Plan for Non-Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Southern Region of Teamsters Pension Plan in TX ($31M, 238 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Gallo Pension Plan for Non-Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Children's Aid Society Retirement Plan in NY (248 participants, $79M 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 941409660.

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.