Defined Benefit (Pension) · DOL Form 5500 · 2023

G.W. Research, Inc. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
39th
Percentile by assets National rank
$542,603
Avg per participant High balance/head
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Official DOL plan name: G.W. Research, Inc. Retirement Plan · Sponsored by G.W. Research, Inc. · California · Professional & Technical Services

$4M in assets, 7 participants

G.W. Research, Inc.'s G.W. Research, Inc. Retirement Plan reported $4M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,444 in Professional & Technical Services (20,321 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 / 7 participants.

#7,444
in Professional & Technical Services (20,321 peers)
+7.1%
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 2023 · DOL Form 5500

$3,798,221 39th percentile higher than 39% of 127,068 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 2023

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

Plan-year 2023 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 (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • G.W. Research, Inc. Retirement Plan reported net income fell from $528K in the plan year 2022 filing to $252K in the plan year 2023 filing.
  • G.W. Research, Inc. Retirement Plan reported participants rose from 5 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • G.W. Research, Inc. Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 262229798 · G.W. Research, Inc. PY 2023 · Defined Benefit (Pension)

G.W. Research, Inc. Retirement Plan · $4M · 7 · 39th

  • EOY $4M
  • 5500 7
  • ASSETS 39th
  • PCT Defined Benefit (Pension)
  • EIN near Pediatric Medical Associates, P.C. Defined Benefit Pension Plan
  • RANK ind #7444

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

G.W. Research, Inc. Retirement PlanG.W. Research, Inc. Retireme…$4MCement Masons Local No. 524 Pension PlanCement Masons Local No. 524 …$4MRule 1 Investing Cash Balance PlanRule 1 Investing Cash Balanc…$4MPediatric Medical Associates, P.C. Defined Benefit Pension PlanPediatric Medical Associates…$4MDisston Chiropractic Cash Balance PlanDisston Chiropractic Cash Ba…$4M
End-of-year total assets ($M) among G.W. Research, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$252K
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): 0.003798221 · Participants: 7G.W. Research, Inc. Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
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 Pediatric Medical Associates, P.C. Defined Benefit Pension Plan in AZ ($4M); by covered participants it is David T. Jones, Dds Cash Balance Plan in NY (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
G.W. Research, Inc. Retirement Plan grew at a solid clip - up 7.1% during 2023, from $4M to $4M. Reported net income was $252K.
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 Pediatric Medical Associates, P.C. Defined Benefit Pension Plan in AZ ($4M, 14 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 David T. Jones, Dds Cash Balance Plan in NY (7 participants, $658K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.