401(k) · DOL Form 5500 · 2022

Gillespie & Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
37
Participants Small participant base
31st
Percentile by assets National rank
$46,144
Avg per participant Low balance/head
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Official DOL plan name: Gillespie, Shields & Associates, P.a. 401(k) Profit Sharing Plan · Sponsored by Gillespie & Associates, P.C. · Arizona · Professional & Technical Services

$2M in assets, 37 participants

Gillespie & Associates, P.C.'s Gillespie, Shields & Associates, P.a. 401(k) Profit Sharing Plan reported $2M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #6,017 in Professional & Technical Services (21,562 peers)

Gillespie & Associates, P.C. multi-year trail

Gillespie & Associates, P.C.'s plans moved +28.9% in assets from 2022 to 2023; this filing shows Gillespie, Shields & Associates, P.a. 401(k) Profit Sharing Plan at $2M / 37 participants.

#6,017
in Professional & Technical Services (21,562 peers)
-13.4%
assets change YoY

The plan reported a net loss of $265K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gillespie, Shields & Associates, P.a. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Gillespie, Shields & Associates, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,707,312 31st percentile higher than 31% 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

Gillespie, Shields & Associates, P.a. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gillespie, Shields & Associates, P.a. 401(k) Profit Sharing Plan is a small filing (37 participants) on this national headcount ladder.

DOL schedule card

Filing strip 860806655 · Gillespie & Associates, P.C. PY 2022 · 401(k)

Gillespie, Shields & Associates, P.a. 401(k) Profit Sharing Plan · $2M · 37 · 31st

  • SCH $2M
  • SCH 37
  • SCH 31st
  • SCH 401(k)
  • SCH near Flexitank Retirement Plan
  • SCH ind #6017

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 →

Gillespie, Shields & Associates, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Gillespie, Shields & Associates, P.a. 401(k) Profit Sharing PlanGillespie, Shields & Associa…$2MFlexitank Retirement Plan$2MTdk Engineering Associates PC 401(k) Profit Sharing Plan & TrustTdk Engineering Associates P…$2MWest Tampa Glass Company, Inc. 401(k) Profit Sharing PlanWest Tampa Glass Company, In…$2MFreshline & Wuhl 401(k) Plan$2M
End-of-year total assets ($M) among Gillespie, Shields & Associates, P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Gillespie & Associates, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Gillespie & Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 28.903211598114463% vs 2022
2023 filing year
$1.6M$1.8M$2M$2.2M$2.4M 20222023 $1.71M $2.2M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 37 $2M
2023 1 35 $2M

Gillespie & Associates, P.C. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$265K
Employer EIN860806655
Plan Effective Date2009-03-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Gillespie, Shields & Associates, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Gillespie, Shields & Associates, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.001707312 · Participants: 37Gillespie, Shields & Associates, P.a. 401(k) Profit Sharing 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
Gillespie, Shields & Associates, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Gillespie, Shields & Associates, P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Flexitank Retirement Plan in PR ($2M); by covered participants it is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Gillespie, Shields & Associates, P.a. 401(k) Profit Sharing Plan assets move in 2022? ▼
Gillespie, Shields & Associates, P.a. 401(k) Profit Sharing Plan pulled back noticeably - down 13.4% during 2022, from $2M to $2M. Reported net income was -$265K.
How have Gillespie & Associates, P.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Gillespie & Associates, P.C.'s sponsor-wide assets grew 28.9%, from $2M to $2M.
Which 401(k) plans are similar in size to Gillespie, Shields & Associates, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Flexitank Retirement Plan in PR ($2M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Gillespie, Shields & Associates, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants, $438K 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 860806655.

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.