401(k) · DOL Form 5500 · 2022

E. & J. Gallo Winery 401(k) Plan

Data updated 2026-08-25

$228M
Total assets Near avg plan size
2,365
Participants Above avg headcount
96th
Percentile by assets National rank
$96,560
Avg per participant Below avg balance/head
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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.

  • #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.

#19,305
in Manufacturing (20,602 peers)
-11.4%
assets change YoY
2.3×
vs typical plan assets (national mean)

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.

E. & J. Gallo Winery Union Retirement Plan's outsized position by total assets

E. & J. Gallo Winery Union Retirement Plan vs every filed plan by assets

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

$228,364,412 Top 4% higher than 96% 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

E. & J. Gallo Winery Union 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 Union Retirement Plan lands in the large band (2,365 participants).

Form 5500 schedule snapshot

Filing strip 941009696 · E. & J. Gallo Winery PY 2022 · 401(k)

E. & J. Gallo Winery Union Retirement Plan · $228M · 2,365 · 96th

  • EBSA $228M
  • EBSA 2,365
  • EBSA 96th
  • EBSA 401(k)
  • EBSA near Generac Power Systems, Inc. Employees 401(k) Savings Plan
  • EBSA ind #19305

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 Union Retirement Plan in the asset neighbourhood

E. & J. Gallo Winery Union Retirement PlanE. & J. Gallo Winery Union R…$228MGenerac Power Systems, Inc. Employees 401(k) Savings PlanGenerac Power Systems, Inc. …$228MBarton Malow Profit Sharing and Savings PlanBarton Malow Profit Sharing …$228MMercy Medical Center, Inc. Retirement Savings PlanMercy Medical Center, Inc. R…$228MGoodwin Procter LLP Partnership Profit Sharing Savings Plan IIGoodwin Procter LLP Partners…$228M
End-of-year total assets ($M) among E. & J. Gallo Winery Union Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$258M
Net Assets (End of Year)$228M
Net Income-$29M
Employer EIN941009696
Plan Effective Date1999-01-01
Filing StatusFILING 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
$1.4B$1.6B$1.8B$2B$2.2B 202220232024 $1.61B $2.05B ▲ +27.3%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants E. & J. Gallo Winery Union Retirement Plan, Total assets ($B): 0.228364412 · Participants: 2365E. & J. Gallo Winery Union Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
E. & J. Gallo Winery Union Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare E. & J. Gallo Winery Union Retirement Plan side-by-side with 3 peers →

E. & J. Gallo Winery Union Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Generac Power Systems, Inc. Employees 401(k) Savings Plan in WI ($228M); by covered participants it is Citi Trends, Inc. 401(k) Profit Sharing Plan in GA (2,365 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,365 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 E. & J. Gallo Winery Union Retirement Plan assets move in 2022? ▼
E. & J. Gallo Winery Union Retirement Plan pulled back noticeably - down 11.4% during 2022, from $258M to $228M. Reported net income was -$29M.
How have E. & J. Gallo Winery plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), E. & J. Gallo Winery's sponsor-wide assets grew 27.4%, from $1.6B to $2.1B.
Where does E. & J. Gallo Winery Union Retirement Plan rank by assets among Form 5500 filers? ▼
E. & J. Gallo Winery Union Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to E. & J. Gallo Winery Union Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Generac Power Systems, Inc. Employees 401(k) Savings Plan in WI ($228M, 5,725 participants).
Which 401(k) plans cover a similar participant headcount to E. & J. Gallo Winery Union Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Citi Trends, Inc. 401(k) Profit Sharing Plan in GA (2,365 participants, $16M 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 941009696.

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.