E. & J. Gallo Winery 401(k) match, vesting and fees
What E. & J. Gallo Winery's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Barbich Hooper King Dill Hoffmanllp (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 283 defined-contribution plans in manufacturing with 5,000 to 9,999 participants.
| E. & J. Gallo Winery: employer contribution per participant | $5,774 | |
| Peer median | $2,895 |
| E. & J. Gallo Winery: average balance | $247,364 | |
| Peer median | $115,263 |
| E. & J. Gallo Winery: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.08% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.6B at the end of plan year 2021 to $1.8B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,155 | $1.8B | $40.9M | $5,774 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 7,244 | $1.6B | $37.7M | $5,242 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 7,302 | $1.4B | $35.9M | $4,998 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 6,676 | $1.6B | $35.3M | $5,336 | 0.05% | Not published | Form 5500 ↗ |
Other E. & J. Gallo Winery plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
E. & J. Gallo Winery Union Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Barbich Hooper King Dill Hoffmanllp (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does E. & J. Gallo Winery match 401(k) contributions?
The match terms for the E. & J. Gallo Winery Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $40.9M in employer contributions, about $5,774 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the E. & J. Gallo Winery 401(k) match vested?
The vesting schedule for the E. & J. Gallo Winery Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the E. & J. Gallo Winery 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Administrative Committee of E. & J. Gallo Winery.
I left E. & J. Gallo Winery. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Administrative Committee of E. & J. Gallo Winery, (209) 341-4859) or the recordkeeper, The Vanguard Group, Inc.. The E. & J. Gallo Winery old 401(k) page lists the contacts from every plan filing. Find an old E. & J. Gallo Winery 401(k)
Data from the public Form 5500 annual reports E. & J. Gallo Winery filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with E. & J. Gallo Winery. Not financial advice. Report a correction · Methodology