Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, E. & J. Gallo Winery Retirement Plan is a benefit plan reported by E. & J. Gallo Winery under EIN 94-1009696 and plan number 011. The latest loaded filing year is 2023. The filing reports 7,302 participants and $1,596,587,001 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,596,587,001
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,596,587,001
- Net assets (BOY)
- $1,384,205,679
Income & contributions
- Employer contributions
- $37,660,264
- Participant contributions
- $45,591,802
- Total contributions
- $96,480,245
- Total income / additions
- $334,474,551
Expenses & distributions
- Benefits paid
- $121,760,497
- Administrative expenses
- $868,613
- Total expenses
- $122,650,533
- Net increase / (decrease)
- $211,824,018