Defined Benefit (Pension) · DOL Form 5500 · 2022

Naji Garabet Insurance Agency Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
28th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Naji Garabet Insurance Agency, Inc. Defined Benefit Pension Plan · Sponsored by Naji Garabet Insurance Agency Inc. · California · Finance & Insurance

$1M in assets, 1 participants

Naji Garabet Insurance Agency Inc.'s Naji Garabet Insurance Agency, Inc. Defined Benefit Pension Plan reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,760 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Naji Garabet Insurance Agency, Inc. Defined Benefit Pension Plan holds $1M for 1 participant - about $1.3M per participant, in the lower half of filed plans by assets.

#1,760
in Finance & Insurance (9,261 peers)
+0.6%
assets growth YoY

Naji Garabet Insurance Agency, Inc. Defined Benefit Pension Plan among the smaller filed plans by assets

Naji Garabet Insurance Agency, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$1,347,975 28th percentile higher than 28% 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

Naji Garabet Insurance Agency, Inc. Defined Benefit Pension 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. Naji Garabet Insurance Agency, Inc. Defined Benefit Pension Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 271674311 · Naji Garabet Insurance Agency Inc. PY 2022 · Defined Benefit (Pension)

Naji Garabet Insurance Agency, Inc. Defined Benefit Pension Plan · $1M · 1 · 28th

  • PHOTO $1M
  • PHOTO 1
  • PHOTO 28th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Deffet Group Cash Balance Plan
  • PHOTO ind #1760

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 California →

Naji Garabet Insurance Agency, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Naji Garabet Insurance Agency, Inc. Defined Benefit Pension PlanNaji Garabet Insurance Agenc…$1MDeffet Group Cash Balance PlanDeffet Group Cash Balance Pl…$1MPark Pointe Realty, Inc. Defined Benefit PlanPark Pointe Realty, Inc. Def…$1MUnion De Tronquistas De Puerto Rico Local 901 - Pension PlanUnion De Tronquistas De Puer…$1MA.W. & S. Construction Co., Inc. Cash Balance PlanA.W. & S. Construction Co., …$1M
End-of-year total assets ($M) among Naji Garabet Insurance Agency, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$8K
Employer EIN271674311
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.

Naji Garabet Insurance Agency, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Naji Garabet Insurance Agency, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.001347975 · Participants: 1Naji Garabet Insurance Agency, Inc. Defined Benefit Pension 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
Naji Garabet Insurance Agency, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Naji Garabet Insurance Agency, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Naji Garabet Insurance Agency, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Deffet Group Cash Balance Plan in OH ($1M); by covered participants it is Teamsters Union Local 970 Pension Plan for Smith Foundry Company in MN (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Naji Garabet Insurance Agency, Inc. Defined Benefit Pension Plan assets move in 2022? ▼
Naji Garabet Insurance Agency, Inc. Defined Benefit Pension Plan held essentially flat - up 0.6% during 2022, from $1M to $1M. Reported net income was $8K.
Which Defined Benefit (Pension) plans are similar in size to Naji Garabet Insurance Agency, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Deffet Group Cash Balance Plan in OH ($1M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Naji Garabet Insurance Agency, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teamsters Union Local 970 Pension Plan for Smith Foundry Company in MN (1 participant, 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 271674311.

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.