Form 5500 Search
Back to filter
Original filing (PDF)20260115173546NAL0016674657001

GENSLER

Form 5500
FILING_RECEIVED
GENSLER EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding100% employer stockNo recordkeeper disclosed
Active participants
4,096
Accounts w/ balance
4,211
Plan assets (EOY)
$453.8M
Net assets (EOY)
$453.8M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "M. Arthur Gensler, Jr. & Associates, Inc. Common stock" is 100% of plan.
  • 100% of plan in employer / sponsor stock.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Below-peer total fees (0 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENSLER.
Plan sponsor
Name
GENSLER
EIN
94-1663305
Address
45 FREMONT STREET, SUITE 1500 · SAN FRANCISCO, CA · 94105
Phone
(415) 433-3700
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-15
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BPM LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
JOHN HANCOCK RETIREMENT PLAN SRVCS01-0233346—RETAINED BY CLIENT$950—

Investments

3 direct securities· $422.1M(93% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
M. Arthur Gensler, Jr. & Associates, Inc. Common stock——$108.8M$421.9M93.0%
Vanguard Fed Money Market——$255K$255K<0.1%
Calamos Market Neutral Income I——$3K$3K<0.1%

Related plans

Other plans using JOHN HANCOCK RETIREMENT PLAN SRVCS
STEEL DYNAMICS, INC.
STEEL DYNAMICS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN
$3.0B · 10,140 participants
SHELTER MUTUAL INSURANCE COMPANY
THE SAVINGS AND PROFIT SHARING PLAN FOR EMPLOYEES OF SHELTER INSURANCE COMPANIES
$694.8M · 2,184 participants
INGRAM INDUSTRIES INC.
INGRAM 401(K) RETIREMENT PLAN
$634.1M · 5,888 participants
WALSH CONSTRUCTION COMPANY
WALSH GROUP EMPLOYEES PROFIT SHARING PLAN
$610.9M · 4,511 participants
WELLS ENTERPRISES, INC.
WELLS ENTERPRISES, INC. 401(K) PLAN
$445.8M · 3,761 participants
M. ARTHUR GENSLER JR. & ASSOCIATES, INC.
GENSLER PROFIT SHARING PLAN
$354.4M · 4,091 participants
Similar-size Professional & Technical Services plans
PERKINS&WILL, INC.
PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN
$414.4M · 1,817 participants
WISS, JANNEY, ELSTNER ASSOCIATES, INC.
WISS, JANNEY, ELSTNER ASSOCIATES, INC. 401(K) PLAN
$406.0M · 860 participants
GREENMAN-PEDERSEN, INC.
GREENMAN-PEDERSEN, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$396.0M · 1,478 participants
DLR HOLDING COMPANY
DLR GROUP 401(K) PLAN AND ESOP
$395.6M · 1,535 participants
HOK GROUP, INC.
HOK GROUP, INC. 401(K) PROFIT SHARING PLAN
$361.8M · 1,414 participants
SMITHGROUP COMPANIES, INC.
THE SMITHGROUP RETIREMENT ACCUMULATION PLAN
$335.3M · 1,547 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B