Defined Benefit (Pension) · DOL Form 5500 · 2023

Waheguru-Jatt, LLC Pension Plan

Data updated 2026-08-11

$727K
Total assets
7
Participants
21st
Percentile by assets
$103,880
Avg per participant
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Official DOL plan name: Waheguru-Jatt, LLC Pension Plan · Sponsored by Waheguru-Jatt, LLC · Georgia · Retail Trade

$727K in assets, 7 participants

Waheguru-Jatt, LLC's Waheguru-Jatt, LLC Pension Plan reported $727K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • 21st percentile by assets (of 127,072 plans)
  • #2,757 in Retail Trade (8,414 peers)

What the 2023 filing shows

Waheguru-Jatt, LLC Pension Plan holds $727K for 7 participants - about $103,880 per participant, among the smaller plans by assets on file.

$727K
total plan assets (2023 EOY)
7
covered participants
21st
percentile by assets (of 127,072 plans)
$103,880
avg assets per participant

Where Waheguru-Jatt, LLC Pension Plan sits by total assets

Waheguru-Jatt, LLC Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$727,158 21st percentile higher than 21% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Waheguru-Jatt, LLC Pension Plan reported net income fell from $97K in the plan year 2022 filing to $5K in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Defined Benefit (Pension) filing for Waheguru-Jatt, LLC Pension Plan

Defined Benefit (Pension) filing for plan year 2023: EIN 454661110 ; effective since 2014-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2023)

Total Assets (Beginning of Year)$723K
Net Assets (End of Year)$727K
Net Income$5K
Employer EIN454661110
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waheguru-Jatt, LLC)

$0.72M$0.72M$0.73M$0.73M$0.74M 202220232024 $0.72M $0.73M ▲ +1.4%
Total plan assets by year, all Waheguru-Jatt, LLC plans on file
Year Plans Participants Total Assets
2022 1 7 $723K
2023 1 7 $727K
2024 1 3 $727K

Nearby Defined Benefit (Pension) Plans in Georgia

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

Waheguru-Jatt, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Waheguru-Jatt, LLC P…, Total assets ($B): 0.000727158 · Participants: 7Waheguru-Jatt, LLC P…The Southern Company…, Total assets ($B): 15.596954837 · Participants: 25241The Southern Company…UPS/Ibt Full-Time Em…, Total assets ($B): 12.285105757 · Participants: 70241UPS/Ibt Full-Time Em…UPS Pension Plan, Total assets ($B): 9.733665646 · Participants: 153217UPS Pension PlanCox Enterprises, Inc…, Total assets ($B): 7.396009274 · Participants: 24023Cox Enterprises, Inc…Delta Retirement Plan, Total assets ($B): 7.309889555 · Participants: 15601Delta Retirement Plan
Waheguru-Jatt, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Waheguru-Jatt, LLC Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Waheguru-Jatt, LLC Pension Plan assets move in 2023?
Waheguru-Jatt, LLC Pension Plan held essentially flat - up 0.6% during 2023, from $723K to $727K. Reported net income was $5K.
How have Waheguru-Jatt, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Waheguru-Jatt, LLC's sponsor-wide assets grew 0.6%, from $723K to $727K.
Where does Waheguru-Jatt, LLC Pension Plan rank by assets among Form 5500 filers?
Waheguru-Jatt, LLC Pension Plan ranks in the 21st 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 Waheguru-Jatt, LLC Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Vasquez Dental Corporation Cash Balance Plan in CA ($727K, 6 participants).

Next read for Waheguru-Jatt, LLC Pension Plan

Filing takeaways

Ways to act on Waheguru-Jatt, LLC Pension Plan's numbers.

  • By total assets, Waheguru-Jatt, LLC Pension Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Georgia. Compare plans
  • Waheguru-Jatt, LLC's sponsor-wide assets have grown 0.6% since 2022 across 3 plan years on file. More Retail Trade plans