401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$83M
Total assets
97
Participants
90th
Percentile by assets
$853,805
Avg per participant
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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

$83M in assets, 97 participants

Gallagher & Kennedy, P.a.'s Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan reported $83M in total assets and 97 participants in its 2023 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.

  • 90th percentile by assets (of 127,072 plans)
  • #18,524 in Professional & Technical Services (20,321 peers)

Where Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan sits by assets

Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan sits in the top 10% of all filed plans by assets, $83M for 97 participants (~$853,805/participant), up 20.0% in 2023.

$83M
total plan assets (2023 EOY)
97
covered participants
90th
percentile by assets (of 127,072 plans)
$853,805
avg assets per participant

Where Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan sits 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 2023 · DOL Form 5500

$82,819,113 Top 10% higher than 90% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan reported net income rose from -$18M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan end-of-year assets rose from $69M in the plan year 2022 filing to $83M in the plan year 2023 filing.
  • Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan reported participants fell from 105 in the plan year 2022 filing to 97 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Arizona
Industry
Professional & Technical Services

Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan vs the 2023 asset distribution

By assets, Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$83M
Net Income$14M
Employer EIN860489397
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

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

$60M$70M$80M$90M$100M 202220232024 $69M $89.4M ▲ +29.5%
Total plan assets by year, all Gallagher & Kennedy, P.a. plans on file
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 -20246 Total assets ($B) Participants Gallagher & Kennedy,…, Total assets ($B): 0.082819113 · Participants: 97Gallagher & Kennedy,…Bechtel Trust & Thri…, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thri…Banner Health Employ…, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employ…Republic Services, I…, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, I…Freeport-Mcmoran Inc…, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc…Stantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 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… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan assets move in 2023? ▼
Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan grew sharply - up 20.0% during 2023, from $69M to $83M. Reported net income was $14M.
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 127,072 plans that reported assets for plan year 2023 (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 Denny's 401(k) Plan in SC ($83M, 2,410 participants).

Next read for Gallagher & Kennedy, P.a. Profit Sharing…

Scale reading

Ways to act on Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.