Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Arthur J. Gallagher & Co. Employees' Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Arthur J. Gallagher (Illinois), LLC · Illinois · Finance & Insurance

What the 2023 filing shows

Arthur J. Gallagher & Co. Employees' Pension Plan holds $213M for 1,181 participants — about $179,934 per participant, down 24.7% over the 2022 plan year.

$213M
total plan assets (2022 EOY)
1,181
covered participants
$179,934
avg assets per participant
-24.7%
assets change YoY

The plan reported a net loss of $70M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$213M
Participants
1,181
State
Industry
Finance & Insurance

What the Filing Says About Arthur J. Gallagher & Co. Employees' Pension Plan

Arthur J. Gallagher & Co. Employees' Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Arthur J. Gallagher (Illinois), LLC, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $213M in total end-of-year assets and covers 1,181 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 362481781, and the plan has been effective since 1982-12-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $282M at the beginning of 2022 to $213M at year-end — a decline of 24.7%. Net assets (after liabilities) closed the year at $213M, with reported net income of $-69,827,602 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$282M
Total Assets (End of Year)$213M
Net Assets (End of Year)$213M
Net Income$-69,827,602
Plan TypeDefined Benefit (Pension)
Employer EIN362481781
Plan Effective Date1982-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Arthur J. Gallagher (Illinois), LLC)

Year Plans Participants Total Assets
2022 2 19,846 $3.0B
2023 2 21,466 $3.5B
2024 2 24,229 $4.2B

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Arthur J. Gallagher & Co. Employees' Pension Plan?
As of the 2022 Form 5500 filing, Arthur J. Gallagher & Co. Employees' Pension Plan holds $213M in total assets with 1,181 participants. It is sponsored by Arthur J. Gallagher (Illinois), LLC.
What type of plan is Arthur J. Gallagher & Co. Employees' Pension Plan?
Arthur J. Gallagher & Co. Employees' Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1982-12-31. The plan is filed with the U.S. Department of Labor under EIN 362481781.
Who sponsors the Arthur J. Gallagher & Co. Employees' Pension Plan?
Arthur J. Gallagher & Co. Employees' Pension Plan is sponsored by Arthur J. Gallagher (Illinois), LLC, located in Illinois. The sponsor's EIN is 362481781 and the plan operates in the Finance & Insurance industry.
How did Arthur J. Gallagher & Co. Employees' Pension Plan perform in 2022?
Arthur J. Gallagher & Co. Employees' Pension Plan declined by 24.7% during 2022, moving from $282M to $213M in total assets. Net income was $-69,827,602.
Where can I find official filings for Arthur J. Gallagher & Co. Employees' Pension Plan?
Official Form 5500 filings for Arthur J. Gallagher & Co. Employees' Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362481781 or plan name at efast.dol.gov.
How does Arthur J. Gallagher & Co. Employees' Pension Plan compare to other plans?
You can compare Arthur J. Gallagher & Co. Employees' Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 362481781.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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