401(k) · DOL Form 5500 · 2023

Gilliam & Associates, P.C. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
8
Participants Small participant base
52nd
Percentile by assets National rank
$925,582
Avg per participant High balance/head
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Official DOL plan name: G&a 401(k) Profit Sharing Plan · Sponsored by Gilliam & Associates, P.C. · Texas · Professional & Technical Services

$7M in assets, 8 participants

Gilliam & Associates, P.C.'s G&a 401(k) Profit Sharing Plan reported $7M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,274 in Professional & Technical Services (20,321 peers)

Gilliam & Associates, P.C. multi-year trail

Gilliam & Associates, P.C.'s plans moved +25.5% in assets from 2022 to 2024; this filing shows G&a 401(k) Profit Sharing Plan at $7M / 8 participants.

#10,274
in Professional & Technical Services (20,321 peers)
+14.4%
assets growth YoY

G&a 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

G&a 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,404,655 Top 48% higher than 52% 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

G&a 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. G&a 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • G&a 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $934K in the plan year 2023 filing.
  • G&a 401(k) Profit Sharing Plan reported participants rose from 6 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • G&a 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 742636878 · Gilliam & Associates, P.C. PY 2023 · 401(k)

G&a 401(k) Profit Sharing Plan · $7M · 8 · 52nd

  • EIN $7M
  • EIN 8
  • EIN 52nd
  • EIN 401(k)
  • EIN near Pure Wafer, Inc. 401(k) Plan
  • EIN ind #10274

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 →

G&a 401(k) Profit Sharing Plan in the asset neighbourhood

Don Hinds Ford 401(k)$7MLumitex, LLC 401(k) Plan$7MCitizens National Bank of Greater St. Louis 401(k) Profit Sharing PlanCitizens National Bank of Gr…$7MG&a 401(k) Profit Sharing PlanG&a 401(k) Profit Sharing Pl…$7MPure Wafer, Inc. 401(k) Plan$7M
End-of-year total assets ($M) among G&a 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Gilliam & Associates, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Gilliam & Associates, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 25.478770884795793% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.47M $8.12M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 6 $6M
2023 1 8 $7M
2024 1 10 $8M

Gilliam & Associates, P.C. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$934K
Employer EIN742636878
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

G&a 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants G&a 401(k) Profit Sharing Plan, Total assets ($B): 0.007404655 · Participants: 8G&a 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
G&a 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare G&a 401(k) Profit Sharing Plan side-by-side with 3 peers →

G&a 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pure Wafer, Inc. 401(k) Plan in AZ ($7M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 G&a 401(k) Profit Sharing Plan assets move in 2023? ▼
G&a 401(k) Profit Sharing Plan grew at a solid clip - up 14.4% during 2023, from $6M to $7M. Reported net income was $934K.
How have Gilliam & Associates, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gilliam & Associates, P.C.'s sponsor-wide assets grew 25.5%, from $6M to $8M.
Which 401(k) plans are similar in size to G&a 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pure Wafer, Inc. 401(k) Plan in AZ ($7M, 204 participants).
Which 401(k) plans cover a similar participant headcount to G&a 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 742636878.

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.