About Arthur J. Gallagher & Co.
<p>From a headquarters in Rolling Meadows in Chicago’s northwest suburbs, Arthur J. Gallagher & Co. (AJG) combines insurance brokerage and risk management with retirement plan advisory work for employers.</p> <p>Founded in 1927, AJG has grown to 51,261 employees and a network of about 1,300 offices worldwide. In its retirement practice, the firm works with plan sponsors on fiduciary support and employee-focused guidance, with 3,000 clients and $0.1B in AUM (2026).</p> <p>AJG’s retirement team provides both 3(21) and 3(38) fiduciary services, along with plan design and participant advice. This mix can be a fit for organizations that want a single firm to handle fiduciary oversight and day-to-day plan decisions while keeping plan sponsor roles clear.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services for employer-sponsored retirement plans</li> <li>3(21) fiduciary guidance and support</li> <li>3(38) investment manager services</li> <li>Participant advice and education</li> <li>Plan design and plan improvement work</li> </ul>
Website: https://ajg.com/services/financial-and-retirement-services/
Founded: 1927
Employees: 51261
Office Locations
- Rolling Meadows, IL (Headquarters)
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
- Participant Investment Advice
- Plan Design Consulting
Client Statistics (2026)
- Total Clients: 3,000
- Total AUM: $105.0M
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| IAM NATIONAL PENSION FUND | BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND, DC | $14.7B | 102,863 |
| THE SOUTHERN COMPANY EMPLOYEE SAVINGS PLAN | SOUTHERN COMPANY SERVICES, INC., GA | $9.3B | 28,079 |
| CBRE 401(K) PLAN | CBRE SERVICES, INC., TX | $4.3B | 41,038 |
| MCDONALD'S CORPORATION 401(K) PLAN | MCDONALDS CORPORATION AND SUBSIDIARIES, IL | $3.7B | 24,044 |
| FRANKLIN TEMPLETON 401(K) RETIREMENT PLAN | FRANKLIN RESOURCES, INC., CA | $2.8B | 4,383 |
| NEWYORK-PRESBYTERIAN PENSION PLAN | THE NEW YORK AND PRESBYTERIAN HOSPITAL, NY | $2.5B | 19,908 |
| LOCAL 804 I.B.T. AND LOCAL 447 I.A.M. - UPS MULTI-EMPLOYER RETIREMENT PLAN | BD OF TRUSTEES LOC. 804 & LOC. 447 MULTI-EMPLOYER RET. PLAN, GA | $2.3B | 5,733 |
| DASSAULT SYSTEMES EMPLOYEE SAVINGS PLAN PLUS | DASSAULT SYSTEMES AMERICAS CORP., MA | $2.1B | 6,193 |
| MASON TENDERS' DISTRICT COUNCIL PENSION FUND | BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL PENSION FUND, NY | $1.9B | 8,766 |
| HOGAN LOVELLS US LLP RETIREMENT SAVINGS PLAN | HOGAN LOVELLS US LLP, DC | $1.9B | 1,996 |
| S.E.I.U. NATIONAL INDUSTRY PENSION FUND | BOARD OF TRUSTEES OF THE S.E.I.U. NATIONAL INDUSTRY PENSION FUND, DC | $1.7B | 98,200 |
| SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN | BD OF TRUSTEES SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLAN, DC | $1.6B | 9,065 |
| THE NEMOURS FOUNDATION SECTION 403(B) PLAN | THE NEMOURS FOUNDATION, FL | $1.3B | 9,806 |
| ELEVANCE HEALTH CASH BALANCE PLAN A | ATH HOLDING COMPANY LLC, IN | $1.2B | 6,807 |
| THE GENERAL PENSION PLAN OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS | PENSION BD OF THE GENERAL PENSION PLAN OF THE INT'L UNION OF OPERATING, DC | $1.2B | 2,198 |
| ANNUITY FUND OF LOCAL NO. ONE, I. A. T. S. E. | BOARD OF TRUSTEES, ANNUITY FUND OF LOCAL NO. ONE, I.A.T.S.E., NY | $1.2B | 21,686 |
| FIRST HORIZON CORPORATION SAVINGS PLAN | FIRST HORIZON CORPORATION, TN | $1.1B | 7,406 |
| ANYWHERE REAL ESTATE GROUP LLC EMPLOYEE SAVINGS PLAN | ANYWHERE REAL ESTATE GROUP LLC, NJ | $1.0B | 7,548 |
| MUFG BANK, LTD. RETIREMENT PLAN | MUFG BANK, LTD., NY | $1.0B | 4,560 |
| MASON TENDERS DISTRICT COUNCIL ANNUITY FUND | BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL ANNUITY FUND, NY | $932M | 11,080 |
Showing top 20 of 576 plans serviced in 2024.