Defined Benefit (Pension) · DOL Form 5500 · 2023

Gsg Capital Advisors Pension Plan

Data updated 2026-08-25

$964K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$481,760
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

$964K in assets, 2 participants

Gsg Capital Advisors's Gsg Capital Advisors Cash Balance Plan reported $964K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,322 in Finance & Insurance (8,869 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 $964K / 2 participants.

#1,322
in Finance & Insurance (8,869 peers)
+72.7%
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 2023 · DOL Form 5500

$963,519 23rd percentile higher than 23% 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

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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gsg Capital Advisors Cash Balance Plan reported net income rose from $12K in the plan year 2022 filing to $406K in the plan year 2023 filing.
  • Gsg Capital Advisors Cash Balance Plan end-of-year assets rose from $558K in the plan year 2022 filing to $964K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954655639 · Gsg Capital Advisors PY 2023 · Defined Benefit (Pension)

Gsg Capital Advisors Cash Balance Plan · $964K · 2 · 23rd

  • SCH $964K
  • SCH 2
  • SCH 23rd
  • SCH Defined Benefit (Pension)
  • SCH near Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521
  • SCH ind #1322

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…$964KBonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521Bonney Forge Corp. Pension P…$963KPension International Capital Investments Defined Benefit Pension PlanPension International Capita…$964KYuma Area Housing Opportunity Inc Retirement PlanYuma Area Housing Opportunit…$964KJames Walker Mfg. Co. Office Pension PlanJames Walker Mfg. Co. Office…$964K
End-of-year total assets ($M) among Gsg Capital Advisors Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$558K
Net Assets (End of Year)$964K
Net Income$406K
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): 0.000963519 · Participants: 2Gsg Capital Advisors Cash Balance 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
Gsg Capital Advisors Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Gsg Capital Advisors Cash Balance Plan side-by-side with 3 peers →

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 Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521 in PA ($963K); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance 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 2023. 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 2023? ▼
Gsg Capital Advisors Cash Balance Plan surged - up 72.7% during 2023, from $558K to $964K. Reported net income was $406K.
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 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521 in PA ($963K, 77 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 Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 954655639.

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.