401(k) · DOL Form 5500 · 2024

Connor & Gallagher Insurance Service 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 109
Participants Small participant base: 65th
Percentile by assets National rank: $142,865
Avg per participant Near avg balance/head

Official DOL plan name: Connor & Gallagher Onesource 401(k) Plan · Sponsored by Connor & Gallagher Insurance Service · Illinois · Finance & Insurance

$16M in assets, 109 participants

Connor & Gallagher Insurance Service's Connor & Gallagher Onesource 401(k) Plan reported $16M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

#4,212 in Finance & Insurance (8,549 peers)

Coverage in Illinois

Connor & Gallagher Onesource 401(k) Plan covers 109 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $16M.

#4,212
in Finance & Insurance (8,549 peers): +17.9%
assets growth YoY

Connor & Gallagher Onesource 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Connor & Gallagher Onesource 401(k) Plan vs every filed plan by assets

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

$15,572,290 Top 35% higher than 65% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Connor & Gallagher Onesource 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. Connor & Gallagher Onesource 401(k) Plan sits mid-pack in the medium band (109 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Plan-year Form 5500 strip

Filing strip 364175595 · Connor & Gallagher Insurance Service PY 2024 · 401(k)

Connor & Gallagher Onesource 401(k) Plan · $16M · 109 · 65th

VS-ST $16M
VS-ST 109
VS-ST 65th
VS-ST 401(k)
VS-ST near Cataldo Ambulance Service, Inc. 401(k) Profit Sharing Plan
VS-ST ind #4212

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 Finance & Insurance retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among Connor & Gallagher Onesource 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$16M
Net Income	$2M
Employer EIN	364175595
Plan Effective Date	2000-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Connor & Gallagher Onesource 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Connor & Gallagher Onesource 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Cataldo Ambulance Service, Inc. 401(k) Profit Sharing Plan in MA ($16M); by covered participants it is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Cataldo Ambulance Service, Inc. 401(k) Profit Sharing Plan (MA) $16M · 1,102
Fort Worth Zoological Association Savings Plan (TX) $16M · 464
The 401(k) Profit Sharing Plan of Jewish Healthcare Center, Inc. (MA) $16M · 388
Medical Technology Solutions, LLC 401(k) Plan (CA) $16M · 139

Similar participant headcount

Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.

West Coast Code Consultants Inc. 401(k) Plan (CA) 109 · 0 off
The Mcclone Agency, Inc. Savings and Retirement Plan (WI) 109 · 0 off
Standard Printing Company of Canton 401(k) Profit Sharing Plan (OH) 109 · 0 off
Air Tiger Express (USA), Inc. 401(k) Savings Plan (NY) 109 · 0 off

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 Connor & Gallagher Onesource 401(k) Plan assets move in 2024? ▼

Connor & Gallagher Onesource 401(k) Plan grew sharply - up 17.9% during 2024, from $13M to $16M. Reported net income was $2M.

Which 401(k) plans are similar in size to Connor & Gallagher Onesource 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cataldo Ambulance Service, Inc. 401(k) Profit Sharing Plan in MA ($16M, 1,102 participants).

Which 401(k) plans cover a similar participant headcount to Connor & Gallagher Onesource 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants, $12M 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 364175595.