401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$1.6B
Total assets Very large vs avg
4,689
Participants Above avg headcount
99th
Percentile by assets National rank
$340,496
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #18,410 in Manufacturing (18,722 peers)

Coverage in California

E. & J. Gallo Winery Retirement Plan covers 4,689 participants in California, 7.4x the typical California plan (state average ~630 per filing). Assets: $1.6B.

#18,410
in Manufacturing (18,722 peers)
+15.3%
assets growth YoY
16×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$1,596,587,001 Top 1% higher than 99% of 127,068 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 2023

E. & J. Gallo Winery Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 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 (4,689 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941009696 · E. & J. Gallo Winery PY 2023 · 401(k)

E. & J. Gallo Winery Retirement Plan · $1.6B · 4,689 · 99th

  • TYPE $1.6B
  • TYPE 4,689
  • TYPE 99th
  • TYPE 401(k)
  • TYPE near Solvay USA LLC Savings Plus Plan
  • TYPE ind #18410

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

E. & J. Gallo Winery Retirement PlanE. & J. Gallo Winery Retirem…$1.6BSolvay USA LLC Savings Plus PlanSolvay USA LLC Savings Plus …$1.6BPacificorp K Plus Employee Savings PlanPacificorp K Plus Employee S…$1.6BSaint-Gobain Corporation 401(k) Plan for Salaried EmployeesSaint-Gobain Corporation 401…$1.6BPmg Services, Inc. Thrift and Profit Sharing PlanPmg Services, Inc. Thrift an…$1.6B
End-of-year total assets ($B) among E. & J. Gallo Winery Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$1.4B
Net Assets (End of Year)$1.6B
Net Income$212M
Employer EIN941009696
Plan Effective Date1952-09-01
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 Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants E. & J. Gallo Winery Retirement Plan, Total assets ($B): 1.596587001 · Participants: 4689E. & J. Gallo Winery Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
E. & J. Gallo Winery Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare E. & J. Gallo Winery Retirement Plan side-by-side with 3 peers →

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 Solvay USA LLC Savings Plus Plan in NJ ($1.6B); by covered participants it is Dungarvin 401(k) Retirement Plan in MN (4,690 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.6B here).

Similar participant headcount

Nearest other-state filings by covered participants (4,689 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did E. & J. Gallo Winery Retirement Plan assets move in 2023? ▼
E. & J. Gallo Winery Retirement Plan grew sharply - up 15.3% during 2023, from $1.4B to $1.6B. Reported net income was $212M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
E. & J. Gallo Winery Retirement Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to E. & J. Gallo Winery Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Solvay USA LLC Savings Plus Plan in NJ ($1.6B, 5,615 participants).
Which 401(k) plans cover a similar participant headcount to E. & J. Gallo Winery Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dungarvin 401(k) Retirement Plan in MN (4,690 participants, $48M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.