401(k) · DOL Form 5500 · 2024

Cawley Gillespie & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
27
Participants Small participant base
72nd
Percentile by assets National rank
$833,731
Avg per participant High balance/head
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Official DOL plan name: Cawley Gillespie & Associates, Inc. Employee Profit Sharing Plan · Sponsored by Cawley Gillespie & Associates, Inc. · Texas · Professional & Technical Services

$23M in assets, 27 participants

Cawley Gillespie & Associates, Inc.'s Cawley Gillespie & Associates, Inc. Employee Profit Sharing Plan reported $23M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,530 in Professional & Technical Services (20,173 peers)

Cawley Gillespie & Associates, Inc. multi-year trail

Cawley Gillespie & Associates, Inc.'s plans moved +42.5% in assets from 2022 to 2024; this filing shows Cawley Gillespie & Associates, Inc. Employee Profit Sharing Plan at $23M / 27 participants.

#14,530
in Professional & Technical Services (20,173 peers)
+17.1%
assets growth YoY

Cawley Gillespie & Associates, Inc. Employee Profit Sharing Plan's outsized position by total assets

Cawley Gillespie & Associates, Inc. Employee Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$22,510,748 Top 28% higher than 72% 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

Cawley Gillespie & Associates, Inc. Employee Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cawley Gillespie & Associates, Inc. Employee Profit Sharing Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cawley Gillespie & Associates, Inc. Employee Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Cawley Gillespie & Associates, Inc. Employee Profit Sharing Plan reported participants fell from 29 in the plan year 2023 filing to 27 in the plan year 2024 filing.
  • Cawley Gillespie & Associates, Inc. Employee Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 751411939 · Cawley Gillespie & Associates, Inc. PY 2024 · 401(k)

Cawley Gillespie & Associates, Inc. Employee Profit Sharing Plan · $23M · 27 · 72nd

  • TYPE $23M
  • NET 27
  • BOOK 72nd
  • VS-ST 401(k)
  • BOY near Republic Refrigeration, Inc. 401(k) Profit Sharing Plan
  • SCH ind #14530

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 Texas →

Cawley Gillespie & Associates, Inc. Employee Profit Sharing Plan in the asset neighbourhood

Cawley Gillespie & Associates, Inc. Employee Profit Sharing PlanCawley Gillespie & Associate…$23MRepublic Refrigeration, Inc. 401(k) Profit Sharing PlanRepublic Refrigeration, Inc.…$23MKemmerer Operations 401(k) PlanKemmerer Operations 401(k) P…$23MMorgan-Keller, Inc. 401(k) PlanMorgan-Keller, Inc. 401(k) P…$23MYale Appliance 401(k) Profit Sharing Plan and TrustYale Appliance 401(k) Profit…$23M
End-of-year total assets ($M) among Cawley Gillespie & Associates, Inc. Employee Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Cawley Gillespie & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cawley Gillespie & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 42.52765504970859% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $15.8M $22.5M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 35 $16M
2023 1 29 $19M
2024 1 27 $23M

Cawley Gillespie & Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN751411939
Plan Effective Date1973-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Cawley Gillespie & Associates, Inc. Employee Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Cawley Gillespie & Associates, Inc. Employee Profit Sharing Plan, Total assets ($B): 0.022510748 · Participants: 27Cawley Gillespie & Associates, Inc. Employee Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Cawley Gillespie & Associates, Inc. Employee Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Cawley Gillespie & Associates, Inc. Employee Profit Sharing Plan side-by-side with 3 peers →

Cawley Gillespie & Associates, Inc. Employee Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Republic Refrigeration, Inc. 401(k) Profit Sharing Plan in NC ($23M); by covered participants it is Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan in TN (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Cawley Gillespie & Associates, Inc. Employee Profit Sharing Plan assets move in 2024? ▼
Cawley Gillespie & Associates, Inc. Employee Profit Sharing Plan grew sharply - up 17.1% during 2024, from $19M to $23M. Reported net income was $3M.
How have Cawley Gillespie & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cawley Gillespie & Associates, Inc.'s sponsor-wide assets grew 42.5%, from $16M to $23M.
Which 401(k) plans are similar in size to Cawley Gillespie & Associates, Inc. Employee Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Republic Refrigeration, Inc. 401(k) Profit Sharing Plan in NC ($23M, 441 participants).
Which 401(k) plans cover a similar participant headcount to Cawley Gillespie & Associates, Inc. Employee Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan in TN (27 participants, $890K 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 751411939.

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.