Defined Benefit (Pension) · DOL Form 5500 · 2023

Waheguru-Jatt, LLC Pension Plan

Data updated 2026-08-25

$727K
Total assets Small plan by assets
7
Participants Small participant base
21st
Percentile by assets National rank
$103,880
Avg per participant Below avg balance/head
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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.

  • #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.

#2,757
in Retail Trade (8,414 peers)
+0.6%
assets growth YoY

Waheguru-Jatt, LLC Pension Plan among the smaller filed plans by 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 $2,050,000,000 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

Waheguru-Jatt, LLC Pension 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. Waheguru-Jatt, LLC Pension Plan is a micro filing (7 participants), the leftmost band.

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 →

EBSA filing schedule strip

Filing strip 454661110 · Waheguru-Jatt, LLC PY 2023 · Defined Benefit (Pension)

Waheguru-Jatt, LLC Pension Plan · $727K · 7 · 21st

  • 5500 $727K
  • 5500 7
  • 5500 21st
  • 5500 Defined Benefit (Pension)
  • 5500 near Vasquez Dental Corporation Cash Balance Plan
  • 5500 ind #2757

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 Retail Trade retirement plans → · Plans in Georgia →

Waheguru-Jatt, LLC Pension Plan in the asset neighbourhood

Waheguru-Jatt, LLC Pension PlanWaheguru-Jatt, LLC Pension P…$727KVasquez Dental Corporation Cash Balance PlanVasquez Dental Corporation C…$727KGregory Huan Phan, M.D. Cash Balance PlanGregory Huan Phan, M.D. Cash…$726KMid Valley Dental Care - Northridge Cash Balance Pension PlanMid Valley Dental Care - Nor…$730KCw Funding LLC Pension Plan and TrustCw Funding LLC Pension Plan …$732K
End-of-year total assets ($M) among Waheguru-Jatt, LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Waheguru-Jatt, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$727K 0.6106817411279554% vs 2022
2024 filing year
$0.72M$0.72M$0.73M$0.73M$0.74M 202220232024 $0.72M $0.73M ▲ +1.4%
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 ($B) Participants Waheguru-Jatt, LLC Pension Plan, Total assets ($B): 0.000727158 · Participants: 7Waheguru-Jatt, LLC Pension PlanThe Southern Company Pension Plan, Total assets ($B): 15.596954837 · Participants: 25241The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.285105757 · Participants: 70241UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.733665646 · Participants: 153217UPS Pension PlanCox Enterprises, Inc. Pension Plan, Total assets ($B): 7.396009274 · Participants: 24023Cox Enterprises, Inc. Pension PlanDelta 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
Compare Waheguru-Jatt, LLC Pension Plan side-by-side with 3 peers →

Waheguru-Jatt, LLC Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Vasquez Dental Corporation Cash Balance Plan in CA ($727K); by covered participants it is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Waheguru-Jatt, LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 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 454661110.

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.