Plan Ledger DOL Form 5500 · updated monthly

E. & J. Gallo Winery401(k)

E. & J. GALLO WINERY RETIREMENT PLAN · MODESTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.06%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

E. & J. Gallo Winery reported $986,842 in plan administrative expenses for 2024: 0.06% of average plan assets, above the peer median. Employer contributions averaged $8,871 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.05% to 0.06%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other manufacturing employers. By assets it is the 80th-largest of 9,483 plans among California employers on file, and the 194th of 13,661 in manufacturing. In 2024, employees put in $1.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,753,068,729
Participants with balances7,087
Active participants4,613
Employer contributions$40,922,621
Employee contributions$47,604,498
Employer contribution per active participant$8,871
Average account balance$247,364
Benefits paid to participants$145,799,786
Plan auditUnmodified (clean) audit opinion
AuditorBARBICH HOOPER KING DILL HOFFMANLLP
Plan history3
Yearassets · accounts · employer contribution
2024$1.8B · 7,087 accts · $40.9M emplr
2023$1.6B · 7,184 accts · $37.7M emplr
2022$1.4B · 7,192 accts · $35.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$272,737
Investment management$689,005
Total administrative$986,842
The E. & J. Gallo Winery 401(k) match · 2024
Employer contribution per active participant$8,871
Median for plans this size$5,259
2024$8,871 per active participant
2023$8,069 per active participant
2022$7,667 per active participant

E. & J. Gallo Winery's 2024 employer contribution ran above the $5,259 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$322,687
VANGUARD ADVISERS INC. · Investment advisory (participants)$689,005

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$986,842 · 0.06%
2023$868,613 · 0.06%
2022$816,820 · 0.05%
All plans at this employer2
E. & J. GALLO WINERY RETIREMENT PLAN401(k)
E. & J. GALLO WINERY UNION RETIREMENT PLAN401(k)
Same employer
Similar plansManufacturing · California
Kla Corporation CA$2.1B · 0.03%
Autodesk, Inc. CA$2.0B · 0.06%
Activision Blizzard CA$1.5B · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941009696 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.