401(k) · DOL Form 5500 · 2023

Gallagher & Associates, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
81
Participants Small participant base
60th
Percentile by assets National rank
$134,196
Avg per participant Near avg balance/head
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Official DOL plan name: Gallagher & Associates LLC 401(k) Retirement Plan · Sponsored by Gallagher & Associates, LLC · New York · Professional & Technical Services

$11M in assets, 81 participants

Gallagher & Associates, LLC's Gallagher & Associates LLC 401(k) Retirement Plan reported $11M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #12,034 in Professional & Technical Services (20,321 peers)

Gallagher & Associates, LLC multi-year trail

Gallagher & Associates, LLC's plans moved +29.3% in assets from 2022 to 2024; this filing shows Gallagher & Associates LLC 401(k) Retirement Plan at $11M / 81 participants.

#12,034
in Professional & Technical Services (20,321 peers)
+19.0%
assets growth YoY

Gallagher & Associates LLC 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Gallagher & Associates LLC 401(k) Retirement Plan vs every filed plan by assets

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

$10,869,874 Top 40% higher than 60% 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 & Associates LLC 401(k) Retirement 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 & Associates LLC 401(k) Retirement Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gallagher & Associates LLC 401(k) Retirement Plan reported net income rose from -$689K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Gallagher & Associates LLC 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Gallagher & Associates LLC 401(k) Retirement Plan reported participants fell from 94 in the plan year 2022 filing to 81 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 522185723 · Gallagher & Associates, LLC PY 2023 · 401(k)

Gallagher & Associates LLC 401(k) Retirement Plan · $11M · 81 · 60th

  • VS-ST $11M
  • BOY 81
  • SCH 60th
  • EBSA 401(k)
  • PART near Lee Supply Corp. 401(k) Plan
  • TYPE ind #12034

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 New York →

Gallagher & Associates LLC 401(k) Retirement Plan in the asset neighbourhood

Gallagher & Associates LLC 401(k) Retirement PlanGallagher & Associates LLC 4…$11MLee Supply Corp. 401(k) Plan$11MSouthlaw, P.C. 401(k) Retirement PlanSouthlaw, P.C. 401(k) Retire…$11MNorwich Commercial Group, Inc. 401(k) PlanNorwich Commercial Group, In…$11MX Technologies, Inc. 401(k) PlanX Technologies, Inc. 401(k) …$11M
End-of-year total assets ($M) among Gallagher & Associates LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Gallagher & Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Gallagher & Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 29.294567720356348% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.14M $11.8M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 94 $9M
2023 1 81 $11M
2024 1 94 $12M

Gallagher & Associates, LLC filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN522185723
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Gallagher & Associates LLC 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Gallagher & Associates LLC 401(k) Retirement Plan, Total assets ($B): 0.010869874 · Participants: 81Gallagher & Associates LLC 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Gallagher & Associates LLC 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Gallagher & Associates LLC 401(k) Retirement Plan side-by-side with 3 peers →

Gallagher & Associates LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lee Supply Corp. 401(k) Plan in IN ($11M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (81 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 & Associates LLC 401(k) Retirement Plan assets move in 2023? ▼
Gallagher & Associates LLC 401(k) Retirement Plan grew sharply - up 19.0% during 2023, from $9M to $11M. Reported net income was $2M.
How have Gallagher & Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gallagher & Associates, LLC's sponsor-wide assets grew 29.3%, from $9M to $12M.
Which 401(k) plans are similar in size to Gallagher & Associates LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lee Supply Corp. 401(k) Plan in IN ($11M, 309 participants).
Which 401(k) plans cover a similar participant headcount to Gallagher & Associates LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 participants, $5M 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 522185723.

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.