401(k) · DOL Form 5500 · 2023

Robert D. Gilmore & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
164
Participants Small participant base
78th
Percentile by assets National rank
$165,488
Avg per participant Above avg balance/head
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Official DOL plan name: Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Robert D. Gilmore & Associates, Inc. · Pennsylvania · Professional & Technical Services

$27M in assets, 164 participants

Robert D. Gilmore & Associates, Inc.'s Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan reported $27M in total assets and 164 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,874 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan covers 164 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $27M.

#15,874
in Professional & Technical Services (20,321 peers)
+9.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$27,140,023 Top 22% higher than 78% 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

Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $25M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 161 in the plan year 2022 filing to 164 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 231992323 · Robert D. Gilmore & Associates, Inc. PY 2023 · 401(k)

Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan · $27M · 164 · 78th

  • IND $27M
  • IND 164
  • IND 78th
  • IND 401(k)
  • IND near Hitachi Astemo Findlay, Inc. Associates' Retirement Savings Plan
  • IND ind #15874

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 Pennsylvania →

Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing PlanRobert D. Gilmore & Associat…$27MHitachi Astemo Findlay, Inc. Associates' Retirement Savings PlanHitachi Astemo Findlay, Inc.…$27MPersonalized Beauty Discovery, Inc. 401(k) P/S PlanPersonalized Beauty Discover…$27MAtlantic Federal Credit Union 401(k) Plan and TrustAtlantic Federal Credit Unio…$27MAll Aboard America! Holdings, Inc. 401(k) PlanAll Aboard America! Holdings…$27M
End-of-year total assets ($M) among Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN231992323
Plan Effective Date1981-03-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert D. Gilmore & Associates, Inc.)

Sponsor-wide plan assets over time

All Robert D. Gilmore & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$71M 34.62070632000916% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $52.9M $71.2M ▲ +34.6%
Year Plans Participants Total Assets
2022 2 326 $53M
2023 2 339 $66M
2024 2 343 $71M

Nearby 401(k) Plans in Pennsylvania

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

Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.027140023 · Participants: 164Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hitachi Astemo Findlay, Inc. Associates' Retirement Savings Plan in OH ($27M); by covered participants it is Daycon Products Company, Inc. 401(k) Plan in MD (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 9.2% during 2023, from $25M to $27M. Reported net income was $2M.
How have Robert D. Gilmore & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert D. Gilmore & Associates, Inc.'s sponsor-wide assets grew 34.6%, from $53M to $71M.
Where does Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hitachi Astemo Findlay, Inc. Associates' Retirement Savings Plan in OH ($27M, 408 participants).
Which 401(k) plans cover a similar participant headcount to Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daycon Products Company, Inc. 401(k) Plan in MD (164 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 231992323.

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.