401(k) · DOL Form 5500 · 2022
E. & J. Gallo Winery 401(k) Plan
Data updated 2026-08-11
- $228M
- Total assets
- 2,365
- Participants
- 96th
- Percentile by assets
- $96,560
- Avg per participant
Official DOL plan name: E. & J. Gallo Winery Union Retirement Plan · Sponsored by E. & J. Gallo Winery · California · Manufacturing
$228M in assets, 2,365 participants
E. & J. Gallo Winery's E. & J. Gallo Winery Union Retirement Plan reported $228M in total assets and 2,365 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #19,305 in Manufacturing (20,602 peers)
Coverage in California
E. & J. Gallo Winery Union Retirement Plan covers 2,365 participants in California, 3.8x the typical California plan (state average ~630 per filing). Assets: $228M.
- $228M
- total plan assets (2022 EOY)
- 2,365
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $96,560
- avg assets per participant
The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. E. & J. Gallo Winery Union Retirement Plan reports 2,365 participants - 3.8x that state average ($228M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $258M |
|---|---|
| Net Assets (End of Year) | $228M |
| Net Income | -$29M |
| Employer EIN | 941009696 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (E. & J. Gallo Winery)
| 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.
E. & J. Gallo Winery Union Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to E. & J. Gallo Winery Union Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on E. & J. Gallo Winery Union Retirement Plan's numbers.
- By total assets, E. & J. Gallo Winery Union Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- E. & J. Gallo Winery's sponsor-wide assets have grown 27.4% since 2022 across 3 plan years on file. More Manufacturing plans