Defined Benefit (Pension) · DOL Form 5500 · 2024

Garrett Consulting, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
28th
Percentile by assets National rank
$418,800
Avg per participant High balance/head
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Official DOL plan name: Garrett Consulting Cash Balance Plan and Trust · Sponsored by Garrett Consulting, Inc. · Illinois · Finance & Insurance

$2M in assets, 4 participants

Garrett Consulting, Inc.'s Garrett Consulting Cash Balance Plan and Trust reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,460 in Finance & Insurance (8,549 peers)

Garrett Consulting, Inc. multi-year trail

Garrett Consulting, Inc.'s plans moved -45.0% in assets from 2022 to 2024; this filing shows Garrett Consulting Cash Balance Plan and Trust at $2M / 4 participants.

#1,460
in Finance & Insurance (8,549 peers)
+23.2%
assets growth YoY

Garrett Consulting Cash Balance Plan and Trust among the smaller filed plans by assets

Garrett Consulting Cash Balance Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,675,199 28th percentile higher than 28% of 123,620 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 2024

Garrett Consulting Cash Balance Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Garrett Consulting Cash Balance Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Garrett Consulting Cash Balance Plan and Trust reported net income rose from $231K in the plan year 2023 filing to $315K in the plan year 2024 filing.
  • Garrett Consulting Cash Balance Plan and Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 474503912 · Garrett Consulting, Inc. PY 2024 · Defined Benefit (Pension)

Garrett Consulting Cash Balance Plan and Trust · $2M · 4 · 28th

  • EBSA $2M
  • PART 4
  • TYPE 28th
  • NET Defined Benefit (Pension)
  • BOOK near Small Axe Films, Inc. Defined Benefit Pension Plan
  • VS-ST ind #1460

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 Illinois →

Garrett Consulting Cash Balance Plan and Trust in the asset neighbourhood

Garrett Consulting Cash Balance Plan and TrustGarrett Consulting Cash Bala…$2MSmall Axe Films, Inc. Defined Benefit Pension PlanSmall Axe Films, Inc. Define…$2MPackaging Containers Inc. Pension PlanPackaging Containers Inc. Pe…$2MWestern America Properties, Inc. Employees' Pension Plan and TrustWestern America Properties, …$2MSeth Newman, D.D.S., P.C. Defined Benefit PlanSeth Newman, D.D.S., P.C. De…$2M
End-of-year total assets ($M) among Garrett Consulting Cash Balance Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Garrett Consulting, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Garrett Consulting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 45.0117283435955% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $3.05M $1.68M ▼ -44.9%
Year Plans Participants Total Assets
2022 2 7 $3M
2023 2 9 $4M
2024 1 4 $2M

Garrett Consulting, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$315K
Employer EIN474503912
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Illinois

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

Garrett Consulting Cash Balance Plan and Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -200204060 Total assets ($B) Participants Garrett Consulting Cash Balance Plan and Trust, Total assets ($B): 0.001675199 · Participants: 4Garrett Consulting Cash Balance Plan and TrustCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 48.22071058 · Participants: 36799Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 37.736369487 · Participants: 41619State Farm Insurance Companies Retirement Plan for United States EmployeesGE Healthcare Pension Plan, Total assets ($B): 13.74052931 · Participants: 5554GE Healthcare Pension PlanAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 8.591907247 · Participants: 17875Abbott Laboratories Annuity Retirement PlanUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 8.17675965 · Participants: 20984United Food & Commercial Workers Intl Union - Industry Pension Fund
Garrett Consulting Cash Balance Plan and Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Garrett Consulting Cash Balance Plan and Trust side-by-side with 3 peers →

Garrett Consulting Cash Balance Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Small Axe Films, Inc. Defined Benefit Pension Plan in CA ($2M); by covered participants it is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Garrett Consulting Cash Balance Plan and Trust assets move in 2024? ▼
Garrett Consulting Cash Balance Plan and Trust grew sharply - up 23.2% during 2024, from $1M to $2M. Reported net income was $315K.
How have Garrett Consulting, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Garrett Consulting, Inc.'s sponsor-wide assets declined 45.0%, from $3M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Garrett Consulting Cash Balance Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Small Axe Films, Inc. Defined Benefit Pension Plan in CA ($2M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Garrett Consulting Cash Balance Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 474503912.

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.