Back to filter
Original filing (PDF)20250922115840NAL0004679393001
E. & J. GALLO WINERY
Form 5500
FILING_RECEIVED
E. & J. GALLO WINERY RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,613
Accounts w/ balance
7,087
Plan assets (EOY)
$1.8B
Net assets (EOY)
$1.8B
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E. & J. GALLO WINERY.
Plan sponsor
Name
E. & J. GALLO WINERY
EIN
94-1009696
Address
P.O. BOX 1130 · MODESTO, CA · 953531130
Phone
(209) 341-4859
Industry
Manufacturingsee all
Plan administrator
Name
ADMINISTRATIVE COMMITTEE OF E. & J. GALLO WINERY
EIN
58-1964301
City
MODESTO, CA
Phone
(209) 341-4859
Plan characteristics
Plan number
011
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
BARBICH HOOPER KING DILL HOFFMANLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $689K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $323K | — |
Investments
24 direct securities · 1 pooled fund· $3.4B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Master Trust
$1.7B
1 holding
Uncategorized
$1.7B
24 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| E. & J. GALLO WINERY MASTER TRUST E. & J. GALLO WINERY · EIN 73-1649476 / PN 001 | Master Trust | — | — | $1.7B | 97.7% | |
| Instl 500 Index Trust | — | — | — | $375.0M | 21.4% | |
| Vanguard Tgt Retire 2045 Tr I | — | — | — | $129.3M | 7.4% | |
| Vanguard Tgt Retire 2050 Tr I | — | — | — | $126.9M | 7.2% | |
| Galliard Stable Value Fund | — | — | — | $105.9M | 6.0% | |
| Vanguard Tgt Retire 2035 Tr I | — | — | — | $101.3M | 5.8% | |
| Vanguard Tgt Retire 2040 Tr I | — | — | — | $89.2M | 5.1% | |
| Vanguard Tgt Retire 2055 Tr I | — | — | — | $84.3M | 4.8% | |
| Instl Ext Market Idx Tr | — | — | — | $82.1M | 4.7% | |
| Vanguard Tgt Retire 2030 Tr I | — | — | — | $76.8M | 4.4% | |
| Inst Tot Intl St Mt Ix Tr | — | — | — | $76.5M | 4.4% | |
| Inst Tot Bd Mkt Ix Tr | — | — | — | $75.3M | 4.3% | |
| Vanguard PRIMECAP Adm | — | — | — | $71.4M | 4.1% | |
| Vanguard Tgt Retire 2025 Tr I | — | — | — | $69.8M | 4.0% | |
| EtnVncAtlntaCpitalSMIDCap | — | — | — | $52.1M | 3.0% | |
| Vanguard Tgt Retire 2060 Tr I | — | — | — | $41.0M | 2.3% | |
| Fidelity FIAMCorePlusCITJ | — | — | — | $39.5M | 2.3% | |
| Vanguard Tgt Retire 2020 Tr I | — | — | — | $27.2M | 1.5% | |
| Vanguard Tgt Retire Inc Tr I | — | — | — | $26.5M | 1.5% | |
| TRP Inst Large Cap Value | — | — | — | $20.7M | 1.2% | |
| Causeway Intl Val Eq CIT2 | — | — | — | $18.6M | 1.1% | |
| Amer Funds EuroPacific Gr | — | — | — | $12.7M | 0.7% | |
| Vanguard Tgt Retire 2065 Tr I | — | — | — | $9.4M | 0.5% | |
| Vanguard Cash Res Fed MM Adm | — | — | — | $829K | <0.1% | |
| Vanguard Tgt Retire 2070 Tr I | — | — | — | $637K | <0.1% |
Related plans
Other plans using VANGUARD ADVISERS INC.
GOOGLE LLC
GOOGLE LLC 401(K) SAVINGS PLAN
$48.7B · 114,321 participants
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE 401(K) RETIREMENT PLAN
$22.5B · 155,687 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
$13.8B · 80,148 participants
CARGILL, INCORPORATED
THE CARGILL PARTNERSHIP PLAN
$8.9B · 26,979 participants
Similar-size Manufacturing plans
SUTTER HOME WINERY, INC.
SUTTER HOME WINERY, INC. 401(K) AND PROFIT SHARING PLAN
$331.6M · 1,140 participants
E. & J. GALLO WINERY
E. & J. GALLO WINERY UNION RETIREMENT PLAN
$301.9M · 2,396 participants
JACKSON FAMILY ENTERPRISES INC.
JACKSON FAMILY ENTERPRISES 401(K) PLAN
$228.9M · 1,859 participants
DELICATO VINEYARDS, LLC, A DELAWARE LIMITED LIABILITY COMPANY
DELICATO VINEYARDS EMPLOYEE RETIREMENT PLAN
$145.8M · 1,045 participants
THE WINE GROUP, INC.
THE WINE GROUP RETIREMENT & SAVINGS PLAN
$135.7M · 623 participants
TREASURY WINE ESTATES AMERICAS COMPANY
TREASURY WINE ESTATES RETIREMENT SAVINGS PLAN
$129.4M · 929 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B