401(k) · DOL Form 5500 · 2023
E. & J. Gallo Winery 401(k) Plan
Data updated 2026-08-06
- $1.6B
- Total assets
- 4,689
- Participants
- 99th
- Percentile by assets
- $340,496
- Avg per participant
Official DOL plan name: E. & J. Gallo Winery Retirement Plan · Sponsored by E. & J. Gallo Winery · California · Manufacturing
$1.6B in assets, 4,689 participants
E. & J. Gallo Winery's E. & J. Gallo Winery Retirement Plan reported $1.6B in total assets and 4,689 participants in its 2023 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.
- 99th percentile by assets (of 126,618 plans)
- #18,360 in Manufacturing (18,672 peers)
Coverage in California
E. & J. Gallo Winery Retirement Plan covers 4,689 participants in California, 7.4x the typical California plan (state average ~637 per filing). Assets: $1.6B.
- $1.6B
- total plan assets (2023 EOY)
- 4,689
- covered participants
- 99th
- percentile by assets (of 126,618 plans)
- $340,496
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- E. & J. Gallo Winery Retirement Plan reported net income rose from -$238M in the plan year 2022 filing to $212M in the plan year 2023 filing.
- E. & J. Gallo Winery Retirement Plan end-of-year assets rose from $1.4B in the plan year 2022 filing to $1.6B in the plan year 2023 filing.
- E. & J. Gallo Winery Retirement Plan reported participants rose from 4,394 in the plan year 2022 filing to 4,689 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. E. & J. Gallo Winery Retirement Plan reports 4,689 participants - 7.4x that state average ($1.6B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.6B |
| Net Income | $212M |
| Employer EIN | 941009696 |
| Plan Effective Date | 1952-09-01 |
| 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 Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to E. & J. Gallo Winery Retirement Plan by total assets, not by location.
- Solvay USA LLC Savings Plus Plan (NJ) $1.6B · 5,615
- Pacificorp K Plus Employee Savings Plan (OR) $1.6B · 4,968
- Saint-Gobain Corporation 401(k) Plan for Salaried Employees (PA) $1.6B · 6,235
- Pmg Services, Inc. Thrift and Profit Sharing Plan (FL) $1.6B · 7,020
Frequently Asked Questions
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Next read for E. & J. Gallo Winery Retirement Plan
Filing takeaways
Ways to act on E. & J. Gallo Winery Retirement Plan's numbers.
- By total assets, E. & J. Gallo Winery Retirement Plan ranks among the largest 1% of all filed plans. 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