Defined Benefit (Pension) · DOL Form 5500 · 2022

Forex Cargo, Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
11
Participants Small participant base
26th
Percentile by assets National rank
$103,535
Avg per participant Below avg balance/head
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Official DOL plan name: Forex Cargo (Cal), Inc. Defined Benefit Pension Plan · Sponsored by Forex Cargo, Inc. · California · Transportation & Warehousing

$1M in assets, 11 participants

Forex Cargo, Inc.'s Forex Cargo (Cal), Inc. Defined Benefit Pension Plan reported $1M in total assets and 11 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.

  • #1,008 in Transportation & Warehousing (3,876 peers)

2022 asset change

Forex Cargo (Cal), Inc. Defined Benefit Pension Plan pulled back noticeably 12.6% in 2022 ($1M → $1M) for 11 participants.

#1,008
in Transportation & Warehousing (3,876 peers)
-12.6%
assets change YoY

The plan reported a net loss of $163K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Forex Cargo (Cal), Inc. Defined Benefit Pension Plan among the smaller filed plans by assets

Forex Cargo (Cal), Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$1,138,888 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

Forex Cargo (Cal), Inc. Defined Benefit Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forex Cargo (Cal), Inc. Defined Benefit Pension Plan is a small filing (11 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 954309201 · Forex Cargo, Inc. PY 2022 · Defined Benefit (Pension)

Forex Cargo (Cal), Inc. Defined Benefit Pension Plan · $1M · 11 · 26th

  • SCH $1M
  • EBSA 11
  • PART 26th
  • TYPE Defined Benefit (Pension)
  • NET near Rj Realty Management Company LLC Pension Plan
  • BOOK ind #1008

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 Transportation & Warehousing retirement plans → · Plans in California →

Forex Cargo (Cal), Inc. Defined Benefit Pension Plan in the asset neighbourhood

Zvi Broitman Dental PC Retirement PlanZvi Broitman Dental PC Retir…$1MForex Cargo (Cal), Inc. Defined Benefit Pension PlanForex Cargo (Cal), Inc. Defi…$1MRj Realty Management Company LLC Pension PlanRj Realty Management Company…$1MMetro Drugs 3rd Ave Corp. Defined Benefit PlanMetro Drugs 3rd Ave Corp. De…$1MGarrett Consulting Cash Balance Plan and TrustGarrett Consulting Cash Bala…$1M
End-of-year total assets ($M) among Forex Cargo (Cal), Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Forex Cargo, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Forex Cargo, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 8.904738657357% vs 2022
2023 filing year
$1.1M$1.15M$1.2M$1.25M 20222023 $1.14M $1.24M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 11 $1M
2023 1 11 $1M

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$163K
Employer EIN954309201
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Forex Cargo (Cal), 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 ($B) Participants Forex Cargo (Cal), Inc. Defined Benefit Pension Plan, Total assets ($B): 0.001138888 · Participants: 11Forex Cargo (Cal), 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
Forex Cargo (Cal), Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Forex Cargo (Cal), Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Forex Cargo (Cal), 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 Rj Realty Management Company LLC Pension Plan in MA ($1M); by covered participants it is Javid, LLC Defined Benefit Pension Plan in AZ (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Forex Cargo (Cal), Inc. Defined Benefit Pension Plan assets move in 2022? ▼
Forex Cargo (Cal), Inc. Defined Benefit Pension Plan pulled back noticeably - down 12.6% during 2022, from $1M to $1M. Reported net income was -$163K.
How have Forex Cargo, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Forex Cargo, Inc.'s sponsor-wide assets grew 8.9%, from $1M to $1M.
Which Defined Benefit (Pension) plans are similar in size to Forex Cargo (Cal), Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rj Realty Management Company LLC Pension Plan in MA ($1M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Forex Cargo (Cal), Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Javid, LLC Defined Benefit Pension Plan in AZ (11 participants, $5M 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 954309201.

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.