401(k) · DOL Form 5500 · 2023

Gallagher Sharp 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
84
Participants Small participant base
80th
Percentile by assets National rank
$388,035
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gallagher Sharp 401(k) Plan · Sponsored by Gallagher Sharp · Ohio · Professional & Technical Services

$33M in assets, 84 participants

Gallagher Sharp's Gallagher Sharp 401(k) Plan reported $33M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,442 in Professional & Technical Services (20,321 peers)

Where Gallagher Sharp 401(k) Plan sits by assets

Gallagher Sharp 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 84 participants (~$388,035/participant), up 4.4% in 2023.

#16,442
in Professional & Technical Services (20,321 peers)
+4.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Gallagher Sharp 401(k) Plan's outsized position by total assets

Gallagher Sharp 401(k) Plan vs every filed plan by assets

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

$32,594,940 Top 20% higher than 80% 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 Sharp 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 Sharp 401(k) Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gallagher Sharp 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Gallagher Sharp 401(k) Plan reported participants fell from 95 in the plan year 2022 filing to 84 in the plan year 2023 filing.
  • Gallagher Sharp 401(k) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $33M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 340735199 · Gallagher Sharp PY 2023 · 401(k)

Gallagher Sharp 401(k) Plan · $33M · 84 · 80th

  • RANK $33M
  • PHOTO 84
  • IND 80th
  • EOY 401(k)
  • 5500 near Arthritis Foundation Defined Contribution Retirement Plan
  • ASSETS ind #16442

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 Ohio →

Gallagher Sharp 401(k) Plan in the asset neighbourhood

Arthritis Foundation Defined Contribution Retirement PlanArthritis Foundation Defined…$33MHarpo, Inc. 401(k) Plan$33MGallagher Sharp 401(k) Plan$33MDavis Health System 401(k) Profit Sharing PlanDavis Health System 401(k) P…$33MIn Touch Ministries Retirement PlanIn Touch Ministries Retireme…$33M
End-of-year total assets ($M) among Gallagher Sharp 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)$31M
Net Assets (End of Year)$33M
Net Income$1M
Employer EIN340735199
Plan Effective Date1970-01-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Gallagher Sharp)

Sponsor-wide plan assets over time

All Gallagher Sharp plans reported in each filing year

Latest sponsor-wide plan assets
$34M 10.469018855527384% vs 2022
2024 filing year
$30M$31M$32M$33M$34M$35M 202220232024 $31.2M $34.5M ▲ +10.5%
Year Plans Participants Total Assets
2022 1 95 $31M
2023 1 84 $33M
2024 1 76 $34M

Nearby 401(k) Plans in Ohio

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

Gallagher Sharp 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Gallagher Sharp 401(k) Plan, Total assets ($B): 0.03259494 · Participants: 84Gallagher Sharp 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Gallagher Sharp 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Gallagher Sharp 401(k) Plan side-by-side with 3 peers →

Gallagher Sharp 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Arthritis Foundation Defined Contribution Retirement Plan in GA ($33M); by covered participants it is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Sharp 401(k) Plan assets move in 2023? ▼
Gallagher Sharp 401(k) Plan edged up modestly - up 4.4% during 2023, from $31M to $33M. Reported net income was $1M.
How have Gallagher Sharp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gallagher Sharp's sponsor-wide assets grew 10.5%, from $31M to $34M.
Where does Gallagher Sharp 401(k) Plan rank by assets among Form 5500 filers? ▼
Gallagher Sharp 401(k) Plan ranks in the 80th 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 Gallagher Sharp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arthritis Foundation Defined Contribution Retirement Plan in GA ($33M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Gallagher Sharp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 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 340735199.

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.