401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$83M
Total assets Below avg plan size
97
Participants Small participant base
90th
Percentile by assets National rank
$853,805
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

$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.

  • #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.

#18,524
in Professional & Technical Services (20,321 peers)
+20.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$82,819,113 Top 10% higher than 90% of 127,068 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 2023

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

Plan-year 2023 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 is a small filing (97 participants) on this national headcount ladder.

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 →

Plan-year Form 5500 strip

Filing strip 860489397 · Gallagher & Kennedy, P.a. PY 2023 · 401(k)

Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan · $83M · 97 · 90th

  • RANK $83M
  • PHOTO 97
  • IND 90th
  • EOY 401(k)
  • 5500 near Denny's 401(k) Plan
  • ASSETS ind #18524

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

Oliff PLC Profit Sharing Plan$83MTrustwave Holdings, Inc. 401(k) PlanTrustwave Holdings, Inc. 401…$83MGallagher & Kennedy, P.a. Profit Sharing and 401(k) PlanGallagher & Kennedy, P.a. Pr…$83MDenny's 401(k) Plan$83MHme Retirement Savings Plan$83M
End-of-year total assets ($M) among Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

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 -20246 Total assets ($B) Participants Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan, Total assets ($B): 0.082819113 · Participants: 97Gallagher & Kennedy, P.a. Profit Sharing and 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 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 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 Denny's 401(k) Plan in SC ($83M); by covered participants it is Pioneer Lines, Inc. 401(k) Plan in FL (97 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($83M here).

Similar participant headcount

Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 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).
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 Pioneer Lines, Inc. 401(k) Plan in FL (97 participants, N/A in assets).

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.