Defined Benefit (Pension) · DOL Form 5500 · 2022

Garrett Consulting, Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$376,300
Avg per participant High balance/head
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Official DOL plan name: Garrett Consulting Cash Balance Plan and Trust · Sponsored by Garrett Consulting, Inc. · Illinois · Finance & Insurance

$1M in assets, 3 participants

Garrett Consulting, Inc.'s Garrett Consulting Cash Balance Plan and Trust reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,615 in Finance & Insurance (9,261 peers)

Garrett Consulting, Inc. multi-year trail

Garrett Consulting, Inc.'s plans moved -45.0% in assets from 2022 to 2024; this filing shows Garrett Consulting Cash Balance Plan and Trust at $1M / 3 participants.

#1,615
in Finance & Insurance (9,261 peers)
-0.2%
assets change YoY

The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Garrett Consulting Cash Balance Plan and Trust among the smaller filed plans by assets

Garrett Consulting Cash Balance Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,128,901 26th percentile higher than 26% of 139,123 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 2022

Garrett Consulting Cash Balance Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Garrett Consulting Cash Balance Plan and Trust is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 474503912 · Garrett Consulting, Inc. PY 2022 · Defined Benefit (Pension)

Garrett Consulting Cash Balance Plan and Trust · $1M · 3 · 26th

  • BOOK $1M
  • BOOK 3
  • BOOK 26th
  • BOOK Defined Benefit (Pension)
  • BOOK near L.a. Vein Center Defined Benefit Plan
  • BOOK ind #1615

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 →

Garrett Consulting Cash Balance Plan and Trust in the asset neighbourhood

Garrett Consulting Cash Balance Plan and TrustGarrett Consulting Cash Bala…$1ML.a. Vein Center Defined Benefit PlanL.a. Vein Center Defined Ben…$1MArthur Gary Katz Cash Balance PlanArthur Gary Katz Cash Balanc…$1MPatricia a Trainor Phd PC Defined Benefit Pension PlanPatricia a Trainor Phd PC De…$1MWest Efx Inc Defined Benefit Pension PlanWest Efx Inc Defined Benefit…$1M
End-of-year total assets ($M) among Garrett Consulting Cash Balance Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Garrett Consulting, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Garrett Consulting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 45.0117283435955% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $3.05M $1.68M ▼ -44.9%
Year Plans Participants Total Assets
2022 2 7 $3M
2023 2 9 $4M
2024 1 4 $2M

Garrett Consulting, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$3K
Employer EIN474503912
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Garrett Consulting Cash Balance Plan and Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Garrett Consulting Cash Balance Plan and Trust, Total assets ($B): 0.001128901 · Participants: 3Garrett Consulting Cash Balance Plan and TrustCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Garrett Consulting Cash Balance Plan and Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Garrett Consulting Cash Balance Plan and Trust side-by-side with 3 peers →

Garrett Consulting Cash Balance Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is L.a. Vein Center Defined Benefit Plan in CA ($1M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Garrett Consulting Cash Balance Plan and Trust assets move in 2022? ▼
Garrett Consulting Cash Balance Plan and Trust held essentially flat - down 0.2% during 2022, from $1M to $1M. Reported net income was -$3K.
How have Garrett Consulting, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Garrett Consulting, Inc.'s sponsor-wide assets declined 45.0%, from $3M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Garrett Consulting Cash Balance Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is L.a. Vein Center Defined Benefit Plan in CA ($1M, 10 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Garrett Consulting Cash Balance Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 474503912.

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.