401(k) · DOL Form 5500 · 2024

Robert D. Gilmore & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size: 172
Participants Small participant base: 77th
Percentile by assets National rank: $168,271
Avg per participant Above avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Robert D. Gilmore & Associates, Inc. · Pennsylvania · Professional & Technical Services

$29M in assets, 172 participants

Robert D. Gilmore & Associates, Inc.'s Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan reported $29M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

#15,473 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan covers 172 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $29M.

#15,473
in Professional & Technical Services (20,173 peers): +6.6%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$28,942,531 Top 23% higher than 77% 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

Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing 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. Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (172 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%)

Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $27M in the plan year 2023 filing to $29M in the plan year 2024 filing.
Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 164 in the plan year 2023 filing to 172 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 231992323 · Robert D. Gilmore & Associates, Inc. PY 2024 · 401(k)

Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan · $29M · 172 · 77th

EIN $29M
RANK 172
PHOTO 77th
IND 401(k)
EOY near United Way of Greater Houston Savings & Investment Plan
5500 ind #15473

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 Pennsylvania →

End-of-year total assets ($M) among Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$27M
Net Assets (End of Year)	$29M
Net Income	$2M
Employer EIN	231992323
Plan Effective Date	1981-03-30
Filing Status	FILING RECEIVED

Sponsor Plan History (Robert D. Gilmore & Associates, Inc.)

Latest sponsor-wide plan assets: $71M 34.62070632000916% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	326	$53M
2023	2	339	$66M
2024	2	343	$71M

Nearby 401(k) Plans in Pennsylvania

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

Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

Compare Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is United Way of Greater Houston Savings & Investment Plan in TX ($29M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

United Way of Greater Houston Savings & Investment Plan (TX) $29M · 196
Armada Parent, Inc. 401(k) Plan (AL) $29M · 1,772
Vfw Tax Deferred Savings Plan and Trust (MO) $29M · 189
Straub Distributing Company, Ltd. Profit-Sharing Plan (CA) $29M · 226

Similar participant headcount

Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.

Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan (HI) 172 · 0 off
Lifeline Foods 401(k) Retirement Plan (MO) 172 · 0 off
Superior National Bank 401(k) & Profit Sharing Plan (MI) 172 · 0 off
Raci Intermediate Holdings, LLC 401(k) Plan (MD) 172 · 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 Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼

Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 6.6% during 2024, from $27M to $29M. Reported net income was $2M.

How have Robert D. Gilmore & Associates, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Robert D. Gilmore & Associates, Inc.'s sponsor-wide assets grew 34.6%, from $53M to $71M.

Where does Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is United Way of Greater Houston Savings & Investment Plan in TX ($29M, 196 participants).

Which 401(k) plans cover a similar participant headcount to Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants, $999K 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 231992323.