401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$270M
Total assets Near avg plan size
2,484
Participants Above avg headcount
96th
Percentile by assets National rank
$108,527
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

$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.

  • #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.

#17,481
in Manufacturing (18,722 peers)
+18.0%
assets growth YoY
2.7×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$269,581,849 Top 4% higher than 96% 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 Union 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 Union Retirement Plan lands in the large band (2,484 participants).

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 →

Published 5500 schedule card

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

E. & J. Gallo Winery Union Retirement Plan · $270M · 2,484 · 96th

  • ASSETS $270M
  • PCT 2,484
  • EIN 96th
  • RANK 401(k)
  • PHOTO near The Employee 401(k) Retirement Plan
  • IND ind #17481

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

Brookhaven Memorial Hospital Medical Center Dba Long Island Community Hospital Retirement Savings PlanBrookhaven Memorial Hospital…$270MOlmsted Medical Center Retirement Savings PlanOlmsted Medical Center Retir…$270ME. & J. Gallo Winery Union Retirement PlanE. & J. Gallo Winery Union R…$270MThe Employee 401(k) Retirement PlanThe Employee 401(k) Retireme…$269MFlorida Medical Clinic, LLC 401(k) Plan and TrustFlorida Medical Clinic, LLC …$269M
End-of-year total assets ($M) among E. & J. Gallo Winery Union Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

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): 0.269581849 · Participants: 2484E. & J. Gallo Winery Union 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 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 The Employee 401(k) Retirement Plan in TX ($269M); by covered participants it is La Michoacana Meat Market 401(k) Plan in TX (2,485 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,484 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 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).
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 La Michoacana Meat Market 401(k) Plan in TX (2,485 participants, $4M 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.