401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$302M
Total assets Above avg plan size
2,497
Participants Above avg headcount
96th
Percentile by assets National rank
$120,900
Avg per participant Near 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

$302M in assets, 2,497 participants

E. & J. Gallo Winery's E. & J. Gallo Winery Union Retirement Plan reported $302M in total assets and 2,497 participants in its 2024 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.

  • #16,611 in Manufacturing (17,777 peers)

Coverage in California

E. & J. Gallo Winery Union Retirement Plan covers 2,497 participants in California, 4.0x the typical California plan (state average ~630 per filing). Assets: $302M.

#16,611
in Manufacturing (17,777 peers)
+12.0%
assets growth YoY
3.0×
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 2024 · DOL Form 5500

$301,887,292 Top 4% higher than 96% of 123,620 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 2024

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

Plan-year 2024 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 (2,497 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • E. & J. Gallo Winery Union Retirement Plan reported net income fell from $42M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • E. & J. Gallo Winery Union Retirement Plan end-of-year assets rose from $270M in the plan year 2023 filing to $302M in the plan year 2024 filing.
  • E. & J. Gallo Winery Union Retirement Plan reported participants rose from 2,484 in the plan year 2023 filing to 2,497 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 941009696 · E. & J. Gallo Winery PY 2024 · 401(k)

E. & J. Gallo Winery Union Retirement Plan · $302M · 2,497 · 96th

  • BOY $302M
  • BOY 2,497
  • BOY 96th
  • BOY 401(k)
  • BOY near American Lebanese Syrian Associated Charities, Inc. (Alsac) Employee
  • BOY ind #16611

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

Autokiniton Retirement Savings PlanAutokiniton Retirement Savin…$302MAgiliti 401(k)$302MCambium Learning Profit Sharing Retirement PlanCambium Learning Profit Shar…$302ME. & J. Gallo Winery Union Retirement PlanE. & J. Gallo Winery Union R…$302MAmerican Lebanese Syrian Associated Charities, Inc. (Alsac) EmployeeAmerican Lebanese Syrian Ass…$302M
End-of-year total assets ($M) among E. & J. Gallo Winery Union Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$270M
Net Assets (End of Year)$302M
Net Income$34M
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. -50000050000100000150000 -200204060 Total assets ($B) Participants E. & J. Gallo Winery Union Retirement Plan, Total assets ($B): 0.301887292 · Participants: 2497E. & J. Gallo Winery Union Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 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 American Lebanese Syrian Associated Charities, Inc. (Alsac) Employee in TN ($302M); by covered participants it is Engineering Consulting Services, Ltd. 401(k) Retirement Plan in VA (2,497 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($302M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,497 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
E. & J. Gallo Winery Union Retirement Plan grew at a solid clip - up 12.0% during 2024, from $270M to $302M. Reported net income was $34M.
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 123,622 plans that reported assets for plan year 2024 (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 American Lebanese Syrian Associated Charities, Inc. (Alsac) Employee in TN ($302M, 1,675 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 Engineering Consulting Services, Ltd. 401(k) Retirement Plan in VA (2,497 participants, $187M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.