Defined Benefit (Pension) · DOL Form 5500 · 2023

Gallo Vineyards, Inc. Pension Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
226
Participants Below avg headcount
80th
Percentile by assets National rank
$140,050
Avg per participant Near avg balance/head
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Official DOL plan name: Gallo Pension Plan for Non-Union Employees · Sponsored by Gallo Vineyards, Inc. · California · Manufacturing

$32M in assets, 226 participants

Gallo Vineyards, Inc.'s Gallo Pension Plan for Non-Union Employees reported $32M in total assets and 226 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #13,479 in Manufacturing (18,722 peers)

Coverage in California

Gallo Pension Plan for Non-Union Employees covers 226 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $32M.

#13,479
in Manufacturing (18,722 peers)
+1.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Gallo Pension Plan for Non-Union Employees's outsized position by total assets

Gallo Pension Plan for Non-Union Employees vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$31,651,227 Top 20% higher than 80% 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

Gallo Pension Plan for Non-Union Employees among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gallo Pension Plan for Non-Union Employees sits mid-pack in the medium band (226 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gallo Pension Plan for Non-Union Employees reported net income rose from -$9M in the plan year 2022 filing to $567K in the plan year 2023 filing.
  • Gallo Pension Plan for Non-Union Employees reported participants fell from 248 in the plan year 2022 filing to 226 in the plan year 2023 filing.
  • Gallo Pension Plan for Non-Union Employees end-of-year assets rose from $31M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941409660 · Gallo Vineyards, Inc. PY 2023 · Defined Benefit (Pension)

Gallo Pension Plan for Non-Union Employees · $32M · 226 · 80th

  • 5500 $32M
  • ASSETS 226
  • PCT 80th
  • EIN Defined Benefit (Pension)
  • RANK near Joint Industry Board of the Electrical Industry Employees' Retirement Income Plan
  • PHOTO ind #13479

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 →

Gallo Pension Plan for Non-Union Employees in the asset neighbourhood

Retirement Plan for Employees of a. Duda & Sons, Inc.Retirement Plan for Employee…$32MRobertson-Ceco Corporation Master Pension PlanRobertson-Ceco Corporation M…$32MJoint Industry Board of the Electrical Industry Employees' Retirement Income PlanJoint Industry Board of the …$32MGallo Pension Plan for Non-Union EmployeesGallo Pension Plan for Non-U…$32MPlain Dealer Publishing Co. Guild Retirement PlanPlain Dealer Publishing Co. …$32M
End-of-year total assets ($M) among Gallo Pension Plan for Non-Union Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$32M
Net Income$567K
Employer EIN941409660
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gallo Vineyards, Inc.)

Sponsor-wide plan assets over time

All Gallo Vineyards, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 4.5479625335156975% vs 2022
2024 filing year
$30.5M$31M$31.5M$32M$32.5M$33M 202220232024 $31.1M $32.5M ▲ +4.6%
Year Plans Participants Total Assets
2022 1 248 $31M
2023 1 226 $32M
2024 1 158 $32M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Gallo Pension Plan for Non-Union Employees vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Gallo Pension Plan for Non-Union Employees, Total assets ($B): 0.031651227 · Participants: 226Gallo Pension Plan for Non-Union EmployeesKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Gallo Pension Plan for Non-Union Employees vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Gallo Pension Plan for Non-Union Employees side-by-side with 3 peers →

Gallo Pension Plan for Non-Union Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Joint Industry Board of the Electrical Industry Employees' Retirement Income Plan in NY ($32M); by covered participants it is Southwest Ambulance Pension Plan in CO (226 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (226 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 Gallo Pension Plan for Non-Union Employees assets move in 2023? ▼
Gallo Pension Plan for Non-Union Employees edged up modestly - up 1.8% during 2023, from $31M to $32M. Reported net income was $567K.
How have Gallo Vineyards, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gallo Vineyards, Inc.'s sponsor-wide assets grew 4.5%, from $31M to $32M.
Where does Gallo Pension Plan for Non-Union Employees rank by assets among Form 5500 filers? ▼
Gallo Pension Plan for Non-Union Employees ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Gallo Pension Plan for Non-Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Joint Industry Board of the Electrical Industry Employees' Retirement Income Plan in NY ($32M, 262 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Gallo Pension Plan for Non-Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southwest Ambulance Pension Plan in CO (226 participants, $23M 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 941409660.

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.