401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$89M
Total assets Below avg plan size
101
Participants Small participant base
90th
Percentile by assets National rank
$884,927
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan · Sponsored by Gallagher & Kennedy, P.a. · Arizona · Professional & Technical Services

$89M in assets, 101 participants

Gallagher & Kennedy, P.a.'s Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan reported $89M in total assets and 101 participants in its 2024 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.

  • #18,291 in Professional & Technical Services (20,173 peers)

Coverage in Arizona

Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan covers 101 participants in Arizona, about 18% of the average Arizona filer (state average ~564 per filing). Assets: $89M.

#18,291
in Professional & Technical Services (20,173 peers)
+7.9%
assets growth YoY
0.9×
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 2024 · DOL Form 5500

$89,377,602 Top 10% higher than 90% of 123,620 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 2024

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

Plan-year 2024 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 sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan reported net income fell from $14M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan end-of-year assets rose from $83M in the plan year 2023 filing to $89M in the plan year 2024 filing.
  • Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan reported participants rose from 97 in the plan year 2023 filing to 101 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 860489397 · Gallagher & Kennedy, P.a. PY 2024 · 401(k)

Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan · $89M · 101 · 90th

  • PCT $89M
  • PCT 101
  • PCT 90th
  • PCT 401(k)
  • PCT near Visalia Medical Clinic, Inc. 401(k) Profit Sharing Plan
  • PCT ind #18291

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

Mcgrath North Mullin & Kratz, PC Llo Profit Sharing / 401(k) PlanMcgrath North Mullin & Kratz…$89MGallagher & Kennedy, P.a. Profit Sharing and 401(k) PlanGallagher & Kennedy, P.a. Pr…$89MVisalia Medical Clinic, Inc. 401(k) Profit Sharing PlanVisalia Medical Clinic, Inc.…$89MBetterment 401(k) Savings PlanBetterment 401(k) Savings Pl…$89MJockey International, Inc. Retirement Savings PlanJockey International, Inc. R…$89M
End-of-year total assets ($M) among Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$89M
Net Income$7M
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 -202468 Total assets ($B) Participants Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan, Total assets ($B): 0.089377602 · Participants: 101Gallagher & Kennedy, P.a. Profit Sharing and 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 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 Visalia Medical Clinic, Inc. 401(k) Profit Sharing Plan in CA ($89M); by covered participants it is Phh 401(k) Plan in TX (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Gallagher & Kennedy, P.a. Profit Sharing and 401(k) Plan grew at a solid clip - up 7.9% during 2024, from $83M to $89M. Reported net income was $7M.
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 123,622 plans that reported assets for plan year 2024 (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 Visalia Medical Clinic, Inc. 401(k) Profit Sharing Plan in CA ($89M, 58 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 Phh 401(k) Plan in TX (101 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.