401(k) · DOL Form 5500 · 2022

Gallagher & Kennedy, P.a. 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
105
Participants Small participant base
90th
Percentile by assets National rank
$657,128
Avg per participant High balance/head
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Official DOL plan name: Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan · Sponsored by Gallagher & Kennedy, P.a. · Arizona · Professional & Technical Services

$69M in assets, 105 participants

Gallagher & Kennedy, P.a.'s Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan reported $69M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 90th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #19,750 in Professional & Technical Services (21,562 peers)

Coverage in Arizona

Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan covers 105 participants in Arizona, about 19% of the average Arizona filer (state average ~564 per filing). Assets: $69M.

#19,750
in Professional & Technical Services (21,562 peers)
-20.7%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan's outsized position by total assets

Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$68,998,435 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan sits mid-pack in the medium band (105 participants).

Published 5500 schedule card

Filing strip 860489397 · Gallagher & Kennedy, P.a. PY 2022 · 401(k)

Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan · $69M · 105 · 90th

  • PART $69M
  • TYPE 105
  • NET 90th
  • BOOK 401(k)
  • VS-ST near Boeing Intelligence & Analytics 401(k) Profit Sharing Plan
  • BOY ind #19750

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Arizona →

Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan in the asset neighbourhood

Gallagher & Kennedy, P.a. Profit Sharing and 401(k) PlanGallagher & Kennedy, P.a. Pr…$69MBoeing Intelligence & Analytics 401(k) Profit Sharing PlanBoeing Intelligence & Analyt…$69MSuperior Ready Mix Concrete, L.P. Profit Sharing/401(k) PlanSuperior Ready Mix Concrete,…$69MThe Bob Jones University Retirement FundThe Bob Jones University Ret…$69MDpt Laboratories, Ltd. 401(k) PlanDpt Laboratories, Ltd. 401(k…$69M
End-of-year total assets ($M) among Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$69M
Net Income-$18M
Employer EIN860489397
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gallagher & Kennedy, P.a.)

Sponsor-wide plan assets over time

All Gallagher & Kennedy, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$89M 29.535694541477643% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $69M $89.4M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 105 $69M
2023 1 97 $83M
2024 1 101 $89M

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan, Total assets ($B): 0.068998435 · Participants: 105Gallagher & Kennedy, P.a. Profit Sharing and 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Boeing Intelligence & Analytics 401(k) Profit Sharing Plan in MD ($69M); by covered participants it is Tak Communications Wi LLC 401(k) Plan in SD (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan assets move in 2022? ▼
Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan declined sharply - down 20.7% during 2022, from $87M to $69M. Reported net income was -$18M.
How have Gallagher & Kennedy, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gallagher & Kennedy, P.a.'s sponsor-wide assets grew 29.5%, from $69M to $89M.
Where does Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boeing Intelligence & Analytics 401(k) Profit Sharing Plan in MD ($69M, 303 participants).
Which 401(k) plans cover a similar participant headcount to Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tak Communications Wi LLC 401(k) Plan in SD (105 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860489397.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.