Defined Benefit (Pension) · DOL Form 5500 · 2022

G.W. Research, Inc. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
5
Participants Small participant base
44th
Percentile by assets National rank
$709,317
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: G.W. Research, Inc. Retirement Plan · Sponsored by G.W. Research, Inc. · California · Professional & Technical Services

$4M in assets, 5 participants

G.W. Research, Inc.'s G.W. Research, Inc. Retirement Plan reported $4M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,853 in Professional & Technical Services (21,562 peers)

G.W. Research, Inc. multi-year trail

G.W. Research, Inc.'s plans moved +25.4% in assets from 2022 to 2024; this filing shows G.W. Research, Inc. Retirement Plan at $4M / 5 participants.

#8,853
in Professional & Technical Services (21,562 peers)
+17.5%
assets growth YoY

G.W. Research, Inc. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

G.W. Research, Inc. Retirement Plan vs every filed plan by assets

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

$3,546,583 44th percentile higher than 44% 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

G.W. Research, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. G.W. Research, Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 262229798 · G.W. Research, Inc. PY 2022 · Defined Benefit (Pension)

G.W. Research, Inc. Retirement Plan · $4M · 5 · 44th

  • VS-ST $4M
  • BOY 5
  • SCH 44th
  • EBSA Defined Benefit (Pension)
  • PART near Cement Masons Local 783 Pension Trust
  • TYPE ind #8853

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 California →

G.W. Research, Inc. Retirement Plan in the asset neighbourhood

Twin Securities, Inc. Cash Balance PlanTwin Securities, Inc. Cash B…$4MAir India Non-Contributory Retirement Income PlanAir India Non-Contributory R…$4MG.W. Research, Inc. Retirement PlanG.W. Research, Inc. Retireme…$4MCement Masons Local 783 Pension TrustCement Masons Local 783 Pens…$4MCement Masons Local No. 524 Pension PlanCement Masons Local No. 524 …$4M
End-of-year total assets ($M) among G.W. Research, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

G.W. Research, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All G.W. Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.39097491867524% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.55M $4.45M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 7 $4M
2024 1 5 $4M

G.W. Research, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$528K
Employer EIN262229798
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

G.W. Research, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants G.W. Research, Inc. Retirement Plan, Total assets ($B): 0.003546583 · Participants: 5G.W. Research, Inc. Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
G.W. Research, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare G.W. Research, Inc. Retirement Plan side-by-side with 3 peers →

G.W. Research, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Cement Masons Local 783 Pension Trust in TX ($4M); by covered participants it is Vjlp LLC Defined Benefit Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 G.W. Research, Inc. Retirement Plan assets move in 2022? ▼
G.W. Research, Inc. Retirement Plan grew sharply - up 17.5% during 2022, from $3M to $4M. Reported net income was $528K.
How have G.W. Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G.W. Research, Inc.'s sponsor-wide assets grew 25.4%, from $4M to $4M.
Which Defined Benefit (Pension) plans are similar in size to G.W. Research, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cement Masons Local 783 Pension Trust in TX ($4M, 10 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to G.W. Research, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vjlp LLC Defined Benefit Plan in GA (5 participants, N/A 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 262229798.

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.