Defined Benefit (Pension) · DOL Form 5500 · 2023

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
$112,755
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 2023 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.

  • #853 in Transportation & Warehousing (3,362 peers)

2023 asset change

Forex Cargo (Cal), Inc. Defined Benefit Pension Plan grew at a solid clip 8.9% in 2023 ($1M → $1M) for 11 participants.

#853
in Transportation & Warehousing (3,362 peers)
+8.9%
assets growth YoY

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 2023 · DOL Form 5500

$1,240,303 26th percentile higher than 26% 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

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

Plan-year 2023 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.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forex Cargo (Cal), Inc. Defined Benefit Pension Plan reported net income rose from -$163K in the plan year 2022 filing to $101K in the plan year 2023 filing.
  • Forex Cargo (Cal), Inc. Defined Benefit Pension Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954309201 · Forex Cargo, Inc. PY 2023 · Defined Benefit (Pension)

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

  • EIN $1M
  • EIN 11
  • EIN 26th
  • EIN Defined Benefit (Pension)
  • EIN near Cypress Hills Cemetery Pension Plan
  • EIN ind #853

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

Forex Cargo (Cal), Inc. Defined Benefit Pension PlanForex Cargo (Cal), Inc. Defi…$1MCypress Hills Cemetery Pension PlanCypress Hills Cemetery Pensi…$1MRonnie Dunavant Insurance AgencyRonnie Dunavant Insurance Ag…$1MSimon Agency Ny, Inc. Cash Balance PlanSimon Agency Ny, Inc. Cash B…$1MIronworkers Local No. 6 Pension PlanIronworkers Local No. 6 Pens…$1M
End-of-year total assets ($M) among Forex Cargo (Cal), Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Forex Cargo, Inc. years around the 2023 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

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$101K
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): 0.001240303 · Participants: 11Forex Cargo (Cal), Inc. Defined Benefit Pension 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
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 Cypress Hills Cemetery Pension Plan in NY ($1M); by covered participants it is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Forex Cargo (Cal), Inc. Defined Benefit Pension Plan assets move in 2023? ▼
Forex Cargo (Cal), Inc. Defined Benefit Pension Plan grew at a solid clip - up 8.9% during 2023, from $1M to $1M. Reported net income was $101K.
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 Cypress Hills Cemetery Pension Plan in NY ($1M, 15 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 Boca General and Family Medicine Defined Benefit Plan in FL (11 participants, $3M 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 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.