401(k) · DOL Form 5500 · 2022
E. & J. Gallo Winery 401(k) Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 4,394
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $315,022
- Avg per participant High balance/head
Official DOL plan name: E. & J. Gallo Winery Retirement Plan · Sponsored by E. & J. Gallo Winery · California · Manufacturing
$1.4B in assets, 4,394 participants
E. & J. Gallo Winery's E. & J. Gallo Winery Retirement Plan reported $1.4B in total assets and 4,394 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #20,287 in Manufacturing (20,602 peers)
Coverage in California
E. & J. Gallo Winery Retirement Plan covers 4,394 participants in California, 7.0x the typical California plan (state average ~630 per filing). Assets: $1.4B.
- #20,287
- in Manufacturing (20,602 peers)
- -14.6%
- assets change YoY
- 14×
- vs typical plan assets (national mean)
The plan reported a net loss of $238M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
E. & J. Gallo Winery Retirement Plan's outsized position by total assets
E. & J. Gallo Winery Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,384,205,679 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
E. & J. Gallo Winery Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. E. & J. Gallo Winery Retirement Plan lands in the large band (4,394 participants).
Published 5500 schedule card
Filing strip 941009696 · E. & J. Gallo Winery PY 2022 · 401(k)
E. & J. Gallo Winery Retirement Plan · $1.4B · 4,394 · 99th
- BOOK $1.4B
- VS-ST 4,394
- BOY 99th
- SCH 401(k)
- EBSA near The Williams Investment Plus Plan
- PART ind #20287
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 →
E. & J. Gallo Winery Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $1.6B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | -$238M |
| Employer EIN | 941009696 |
| Plan Effective Date | 1952-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (E. & J. Gallo Winery)
Sponsor-wide plan assets over time
All E. & J. Gallo Winery plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.1B 27.433593892694862% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,759 | $1.6B |
| 2023 | 2 | 7,173 | $1.9B |
| 2024 | 2 | 7,164 | $2.1B |
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 $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
E. & J. Gallo Winery Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is The Williams Investment Plus Plan in OK ($1.4B); by covered participants it is Saginaw Chippewa Indian Tribe of Michigan 401(k) Profit Sharing Plan in MI (4,395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- The Williams Investment Plus Plan (OK) $1.4B · 4,848
- John Deere Tax Deferred Savings Plan (IL) $1.4B · 13,610
- Bdo USA, LLP Retirement Plan (IL) $1.4B · 9,433
- Aptiv Salaried 401(k) Plan (MI) $1.4B · 2,586
Similar participant headcount
Nearest other-state filings by covered participants (4,394 participants); asset peers above are excluded.
- Saginaw Chippewa Indian Tribe of Michigan 401(k) Profit Sharing Plan (MI) 4,395 · 1 off
- Citadel Care Centers 401(k) Plan (NY) 4,392 · 2 off
- Kelly Retirement Plus (MI) 4,397 · 3 off
- Briggs & Stratton, LLC 401(k) Plan (WI) 4,389 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.