Defined Benefit (Pension) · DOL Form 5500 · 2022

Gsg Capital Advisors Pension Plan

Data updated 2026-08-25

$558K
Total assets Small plan by assets
2
Participants Small participant base
19th
Percentile by assets National rank
$278,916
Avg per participant High balance/head
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Official DOL plan name: Gsg Capital Advisors Cash Balance Plan · Sponsored by Gsg Capital Advisors · California · Finance & Insurance

$558K in assets, 2 participants

Gsg Capital Advisors's Gsg Capital Advisors Cash Balance Plan reported $558K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,139 in Finance & Insurance (9,261 peers)

Gsg Capital Advisors multi-year trail

Gsg Capital Advisors's plans moved +65.1% in assets from 2022 to 2024; this filing shows Gsg Capital Advisors Cash Balance Plan at $558K / 2 participants.

#1,139
in Finance & Insurance (9,261 peers)
+2.2%
assets growth YoY

Gsg Capital Advisors Cash Balance Plan among the smaller filed plans by assets

Gsg Capital Advisors Cash Balance Plan vs every filed plan by assets

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

$557,832 19th percentile higher than 19% 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

Gsg Capital Advisors Cash Balance 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. Gsg Capital Advisors Cash Balance Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 954655639 · Gsg Capital Advisors PY 2022 · Defined Benefit (Pension)

Gsg Capital Advisors Cash Balance Plan · $558K · 2 · 19th

  • IND $558K
  • IND 2
  • IND 19th
  • IND Defined Benefit (Pension)
  • IND near O'brien Rivamonte Slate & Schulte PC Cash Balance Plan
  • IND ind #1139

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 →

Gsg Capital Advisors Cash Balance Plan in the asset neighbourhood

Gsg Capital Advisors Cash Balance PlanGsg Capital Advisors Cash Ba…$558KO'brien Rivamonte Slate & Schulte PC Cash Balance PlanO'brien Rivamonte Slate & Sc…$558KJill Miller & Associates, P.C. Cash Balance PlanJill Miller & Associates, P.…$562KPrecision Electrical Contractors, Inc. Defined Benefit PlanPrecision Electrical Contrac…$554KShearer & Bonney, P.C. Cash Balance PlanShearer & Bonney, P.C. Cash …$553K
End-of-year total assets ($M) among Gsg Capital Advisors Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Gsg Capital Advisors multi-year asset trail

Sponsor-wide plan assets over time

All Gsg Capital Advisors plans reported in each filing year

Latest sponsor-wide plan assets
$2M 65.12813858431194% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.92M $1.53M ▲ +66.3%
Year Plans Participants Total Assets
2022 2 4 $925K
2023 2 4 $1M
2024 2 4 $2M

Gsg Capital Advisors filing trail (2022)

Total Assets (Beginning of Year)$546K
Net Assets (End of Year)$558K
Net Income$12K
Employer EIN954655639
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Gsg Capital Advisors Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Gsg Capital Advisors Cash Balance Plan, Total assets ($B): 0.000557832 · Participants: 2Gsg Capital Advisors Cash Balance 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
Gsg Capital Advisors Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Gsg Capital Advisors Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is O'brien Rivamonte Slate & Schulte PC Cash Balance Plan in MI ($558K); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Gsg Capital Advisors Cash Balance Plan assets move in 2022?
Gsg Capital Advisors Cash Balance Plan edged up modestly - up 2.2% during 2022, from $546K to $558K. Reported net income was $12K.
How have Gsg Capital Advisors plan assets changed over time?
Across 3 plan years on file (2022-2024), Gsg Capital Advisors's sponsor-wide assets grew 65.1%, from $925K to $2M.
Where does Gsg Capital Advisors Cash Balance Plan rank by assets among Form 5500 filers?
Gsg Capital Advisors Cash Balance Plan ranks in the 19th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Gsg Capital Advisors Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is O'brien Rivamonte Slate & Schulte PC Cash Balance Plan in MI ($558K, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Gsg Capital Advisors Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants, N/A in assets).