401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$270M
Total assets
2,484
Participants
96th
Percentile by assets
$108,527
Avg per participant
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Official DOL plan name: E. & J. Gallo Winery Union Retirement Plan · Sponsored by E. & J. Gallo Winery · California · Manufacturing

$270M in assets, 2,484 participants

E. & J. Gallo Winery's E. & J. Gallo Winery Union Retirement Plan reported $270M in total assets and 2,484 participants in its 2023 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 127,072 plans)
  • #17,481 in Manufacturing (18,722 peers)

Coverage in California

E. & J. Gallo Winery Union Retirement Plan covers 2,484 participants in California, 3.9x the typical California plan (state average ~630 per filing). Assets: $270M.

$270M
total plan assets (2023 EOY)
2,484
covered participants
96th
percentile by assets (of 127,072 plans)
$108,527
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • E. & J. Gallo Winery Union Retirement Plan reported net income rose from -$29M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • E. & J. Gallo Winery Union Retirement Plan end-of-year assets rose from $228M in the plan year 2022 filing to $270M in the plan year 2023 filing.
  • E. & J. Gallo Winery Union Retirement Plan reported participants rose from 2,365 in the plan year 2022 filing to 2,484 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Manufacturing

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 2,484 participants - 3.9x that state average ($270M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$228M
Net Assets (End of Year)$270M
Net Income$42M
Employer EIN941009696
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (E. & J. Gallo Winery)

$1.4B$1.6B$1.8B$2B$2.2B 202220232024 $1.61B $2.05B ▲ +27.3%
Total plan assets by year, all E. & J. Gallo Winery plans on file
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

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…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) 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 Pl… side-by-side with 3 peers →

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

How did E. & J. Gallo Winery Union Retirement Plan assets move in 2023? ▼
E. & J. Gallo Winery Union Retirement Plan grew sharply - up 18.0% during 2023, from $228M to $270M. Reported net income was $42M.
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 127,072 plans that reported assets for plan year 2023 (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 The Employee 401(k) Retirement Plan in TX ($269M, 1,054 participants).

Next read for E. & J. Gallo Winery Union Retirement Pl…

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

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.