E. & J. Gallo Winery, Modesto, CA. EIN 94-1009696. Annual reports 2009–2024.
E. & J. Gallo Winery has 2 active retirement plans on file. The largest is the E. & J. Gallo Winery Retirement Plan, with 7,155 participants and $1.8 billion in assets in 2024. Vanguard has been its recordkeeper since 2009. No traditional pension plan appears in E. & J. Gallo Winery's filings since 2009.
E. & J. Gallo Winery Union Retirement Plan Po Box 1130 Modesto, CA 95353 (209) 341-4859As filed for 2024
In effect since
January 1, 1999
Plans merged into this one:E. & J. Gallo Winery Sonoma Winery Workers Profit Sharing Plan (2011); 401(k) Savings Plan for Hourly Paid Employees of the Gallo Glass Company (2011); Valley Vintners, Inc. Wholesale Wine Division 401(k) Savings Plan (2011).
Earlier plan names: E. & J. Gallo Winery Workers' 401(k) Savings Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
2,961
$302 million
Vanguard
2023
3,114
$270 million
Vanguard
2022
3,180
$228 million
Vanguard
2021
2,969
$258 million
Vanguard
2020
2,749
$222 million
Vanguard
2019
2,514
$199 million
Vanguard
2018
2,509
$160 million
Vanguard
2017
2,452
$163 million
Vanguard
2016
2,438
$135 million
Vanguard
2015
2,383
$121 million
Vanguard
2014
2,359
$115 million
Vanguard
2013
2,346
$103 million
Vanguard
2012
2,341
$81.8 million
Vanguard
2011
2,188
$68.0 million
Vanguard
2010
1,283
$24.2 million
Vanguard
2009
1,273
$17.3 million
Vanguard
E. & J. Gallo Winery Sonoma Winery Workers Profit Sharing Plan
401(k)Merged
Merged. In 2011 its assets moved to the E. & J. Gallo Winery Union Retirement Plan, sponsored by E. & J. Gallo Winery (EIN 94-1009696, plan 015). Accounts moved with them, so that plan is the one to contact.
Admin Committee for E. & J. Gallo Sonoma Winery Workers PS Plan 605 S. Santa Cruz Ave Modesto, CA 95354 (209) 341-4859As filed for 2011
In effect since
January 1, 1999
Earlier plan names: E & J Gallo Winery Sonoma Winery Workers' Profit Sharing Plan.
Year by year, 2009 to 2011
Plan year
Participants
Net assets
Recordkeeper
2011
0
$0
Vanguard
2010
176
$2.1 million
Vanguard
2009
181
$1.7 million
Vanguard
If you had money in one of these plans
Call Vanguard (investor.vanguard.com), which runs the E. & J. Gallo Winery Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((209) 341-4859). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.