Defined Benefit (Pension) · DOL Form 5500 · 2024

Gallo Vineyards, Inc. Pension Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
158
Participants Small participant base
78th
Percentile by assets National rank
$205,684
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gallo Pension Plan for Non-Union Employees · Sponsored by Gallo Vineyards, Inc. · California · Manufacturing

$32M in assets, 158 participants

Gallo Vineyards, Inc.'s Gallo Pension Plan for Non-Union Employees reported $32M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #12,505 in Manufacturing (17,777 peers)

Coverage in California

Gallo Pension Plan for Non-Union Employees covers 158 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $32M.

#12,505
in Manufacturing (17,777 peers)
+2.7%
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 2024 · DOL Form 5500

$32,498,018 Top 22% higher than 78% 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

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

Plan-year 2024 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 (158 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gallo Pension Plan for Non-Union Employees reported net income rose from $567K in the plan year 2023 filing to $847K in the plan year 2024 filing.
  • Gallo Pension Plan for Non-Union Employees reported participants fell from 226 in the plan year 2023 filing to 158 in the plan year 2024 filing.
  • Gallo Pension Plan for Non-Union Employees end-of-year assets rose from $32M in the plan year 2023 filing to $32M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 941409660 · Gallo Vineyards, Inc. PY 2024 · Defined Benefit (Pension)

Gallo Pension Plan for Non-Union Employees · $32M · 158 · 78th

  • 5500 $32M
  • ASSETS 158
  • PCT 78th
  • EIN Defined Benefit (Pension)
  • RANK near Norcal Insurance Company Pension Plan
  • PHOTO ind #12505

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

As America Brands, Inc. Pension PlanAs America Brands, Inc. Pens…$33MIronworkers 340 Retirement PlanIronworkers 340 Retirement P…$33MGallo Pension Plan for Non-Union EmployeesGallo Pension Plan for Non-U…$32MNorcal Insurance Company Pension PlanNorcal Insurance Company Pen…$32MTimes Publishing Company Defined Benefit Pension PlanTimes Publishing Company Def…$32M
End-of-year total assets ($M) among Gallo Pension Plan for Non-Union Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$32M
Net Income$847K
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): 0.032498018 · Participants: 158Gallo Pension Plan for Non-Union EmployeesKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
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 Norcal Insurance Company Pension Plan in AL ($32M); by covered participants it is Chiesa Shahinian & Giantomasi PC Cash Balance Plan in NJ (158 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Gallo Pension Plan for Non-Union Employees assets move in 2024? ▼
Gallo Pension Plan for Non-Union Employees edged up modestly - up 2.7% during 2024, from $32M to $32M. Reported net income was $847K.
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 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Norcal Insurance Company Pension Plan in AL ($32M, 52 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 Chiesa Shahinian & Giantomasi PC Cash Balance Plan in NJ (158 participants, N/A 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 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.